Personalize

    You can personalize your profile picture, display language, time zone, navigation menu, change font, change color theme, change your login password, generate API key, or manage two-factor authentication.

    Upload/delete profile picture:

    Click the profile icon on the top-right corner and do one of the following:

    • To upload a new profile picture, click the profile icon on the user panel, and choose your preferred image.

    • To change the existing profile picture, hover over the profile icon on the user panel, select the pencil icon, and choose your preferred image.

    • To delete the existing profile picture, hover over the profile icon on the user panel, select the delete icon.
       

    The picture can be in .jpg, .png, .jpeg, .bmp formats. Note that the file size should not exceed 5MB. 

     

     

     

    Personalization, Changing Password, and API Key Generation

    1. Click the user profile icon at the top-right corner.


    2. Select Personalize/Change Password/Generate API Key. This opens a pop-up window with the appropriate tab selected.                                                

     

    Personalize

    The personalize tab consists of display language, time zone, data format, time format and e-mail signature.

    • Display Language
      Select the language of your choice from the
      Choose Language combo box. The selected language will be your default display language in the application. All the data will be displayed in the language selected by you.

    • Time Zone
      Since the organizations can be situated in various sites; every site has its particular time zone. Select the time zone of the site of your organization from the
      Select Time Zone combo box. The date and time will be set according to the selected time zone.  

    • Date/Time Format
      Select the format of the date such as, Tue 16 Sep 2008, from the
      Set Date Format combo box. Similarly you can also set the time format from Set Time Format combo box. The selected date and time format will be displayed where ever date/time is considered

    For Example: While creating a request, the request created on and due by time will be displayed in the selected date and time format corresponding to the selected time zone. The same can be viewed under Problem, Change, Solution and Purchase modules.

    • E-mail Signature
      You can have your own personalized signature while replying to the mails using this option. Enter your signature in the text provided. Click
      Save.

     

     

    Change Password

    You can view and reset two passwords under this section.

    • Login password to the application
    • File protection password - Ensures secure access to the files generated from within the application. You must enter this password to open exported reports, scheduled reports, and exported request list.

     

     

     

    Generate API Key

    Under this tab, you can generate an API Key that can be used for third-party integrations.

    To generate the key,

    1. Select the expiry option: a) Never Expires or b) Choose a date for the Expires on option

    2. Click Generate.

     

     

     

    Personalize Navigation Menu  

    You can personalize the navigation menu by choosing different styles like Topbar, Sidebar, and Sidebar Lite. To choose a style,

    1. Click the user icon on the upper-right corner.

    2. Under Layout Personalization, choose your preferred Navigation Menu: Topbar, Sidebar, or Sidebar Lite.

     

     

     

    Sample Images: 

     

    Topbar  

     

     

    Sidebar  

       

     

    Sidebar Lite  

     

     

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