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→Example of Organization Profile Page
Both [[contact]] and [[organization]] records have '''profile''' pages, which can be configured by [[system administrator]]s to contain [[custom fields|custom]] and [[standard fields]].
:: [[File:Accessing profiles.png|200px|border]]
===Example of Contact Profile Page===
There are different components to a [[User|user's]] profile page: a left-hand side menu, their main contact information, their [[User Role|roles]], and properties.
====Contact Information====
{| class="wikitable"
|-
||'''Back ButtonBack '''
||The '''left arrow '''will bring you back to the last page that you visited. The '''drop down '''button next to this will enable a list of recently visited pages, which you can go through and directly click on to easily bring you to previous pages.
|-
||'''New ButtonNew '''
||
The '''new '''button will enable a drop down of '''New '''functions. On a user profile, this will include [[User#Adding Users and Contacts|adding new users]] and activities.
|-
||Clicking this button will switch your viewing access into a split-screen mode, in which the left-hand side menu tabs will be "docked" on the right of the page, while the profile is displayed on the left. You may close this split-screen mode at any time by clicking the '''X '''icon.
|}
===Example of Organization Profile Page===
There are different components to an [[Organization|organization's]] profile page: a left-hand side menu, the main contact information for the organization, the [[Client Categories|category or categories]] to which the organization belongs, and the organization properties.
[[File:Organization profile.png|1000px|border]]
:* '''Note''': The left-hand side menu will contain different tabs depending on the organization - there may be varying terminology related to {{UTA}} {{L1}}, {{L2}}, and/or {{L3}} [[Entity|entities]], for example.
====Organization Information====
The main information on the organization profile will display the '''Organization Name, Website, Phone Number, '''and '''Primary Office Address. '''
Just like with the user profile, the organization address is clickable into a map-viewing mode through Google Maps and can be seen in '''Street Mode '''or opened into a new window.
In the same area as you see the '''Address''' will be two other buttons that you can toggle between to access different information related to the user.
The '''three line icon '''opens up the properties related to the organization.
:: [[File:Organization properties1.png|600px|border]]
The organization properties include its '''[[Status]], '''the '''Primary Contact, '''the '''Parent Organization '''relating to it as seen on the [[Organization hierarchy|organization hierarchy]], a date and time stamp for its '''Last Updated '''and '''Created Date, '''and a name relating to its '''Updated By '''and '''Created By '''fields.
The '''list '''icon will display the [[Client Categories|categories]] related to the organization. Organizational categories are analogous to [[User Role|roles]] for users and control different permissions and availabilities of that organization in the system.
:: [[File:Organization categories.png|200px|border]]
On the top right, above the organization '''Name''', are a row of buttons:
:: [[File:Profile buttons.png|border]]
{| class="wikitable"
|-
||'''Back '''
||The '''left arrow '''will bring you back to the last page that you visited. The '''drop down '''button next to this will enable a list of recently visited pages, which you can go through and directly click on to easily bring you to previous pages.
|-
||'''New'''
||The '''New '''button will enable a drop down of '''New '''functions. On an '''organization '''profile, this will include options to [[Importing Organisation Records|import or add new users, organizations, and activities]].
|-
||'''Edit'''
||
The '''Edit '''button enables you, if you have permission (normally must be in a [[Global User Administrator|System Administrator]] role), to '''Edit '''the details of the organization's profile, including the information filled out for [[Standard Fields|standard]] and [[Custom Fields|custom fields]], their user associations, and so on.
:* When you are in '''Edit Mode, '''this button will be labelled '''View. '''You can click on the '''View '''button at any time to switch back into a read-only mode.
|-
||'''Options'''
||
The '''Options '''button has a drop down of available functions, some of which will only be available to those in SysAdmin role.
* '''History > Reader Log: '''Displays a list of all viewers who have viewed this user's profile, including the start and end times as well as whether they were in '''View '''or '''Edit '''mode.
* '''Properties > Categories: '''Displays a modal window with a list view of available [[Client Categories|categories]] for organizations in the system; here, you can select and deselect categories to modify the categorical types of this organization.
* '''Settings > [[Password Policy]]: '''Displays a modal window with the password settings for the organization, including password length, complexity, expiration, disabling inactive accounts, etc.
* '''Settings > Regional Settings: '''Displays a modal window that allows the user to change region-based details including language, date format, time zone, home currency, etc. In order to make these changes, you must select the appropriate format from a drop down list for each option, toggle on the '''Enforce Settings '''for that option, and click the '''Save '''button.
* '''Tools > [[Duplicate Check|Duplication Settings]]: '''Displays a modal window that will allow you to check if the given value already exists in the system database.
* '''Tools > [[Using the Pin Board|Pinboard]]: '''A feature used to display instant messages that can communicate and be visible to all users in an organization. This feature is no longer highly used and is for the most part deprecated. Please see the [[Using the Pin Board|Pinboard]] page if you require more information.
* '''Settings > [[Configuration mode|Configuration Mode]]: '''Allows SysAdmin users to enter into a direct editing mode; changes to fields can be made directly, and a pop-up of '''Configuration Shortcuts '''will allow more in-depth configuration of several functions.
Note that [[Configuration Mode]] will only appear under the '''Options '''button when you are in '''Edit Mode. '''
|}
On the top right of the organization's main contact information are two buttons:
:: [[File:Organization buttons.png|border]]
* '''Star Icon - Add to [[SmartCard]]: '''This button allows you to add the organization to a SmartCard where it can be shared with user groups that you customize and select. See the SmartCard page for more information if needed.
* '''Double square icon - Enable Dock: '''This button allows you to to display the menu options on the right hand side of the page, using a split-screen view. You can still toggle between menu tabs while not losing the main organization information as it will be continuously displayed on the left. In order to exit this view, simply select the '''X '''icon on the top right.
==<br />See Also==
:* [[User & Contact Settings|User & Contact Settings]]
:* [[Company & Account Settings|Company & Account Settings]]
