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Reviewing the User Centric Interface

2,745 bytes added, 19:35, 16 November 2007
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[[Image:Ciu20.png]]

The page consists of the following items:

The [[User|user’s]] name is displayed in the top left of the page.

The '''logout''' button is displayed in the top right of the page.

The three tabs you enabled are displayed:

* Tab 1 – the '''Home''' page, labeled '''Home'''.
* Tab 2 – the '''Profile''' page, labeled '''My Profile'''.
* Tab 3 – the links to the [[User|user’s]] [[Role|role]] based [[Portal|portal]], labeled [[Portal]].

The '''Home''' page is blank as you have yet to add content to this page.

1. Click the '''My Profile''' tab.

[[Image:Ciu21.png]]

The '''My Profile''' tab consists of the following items:

Three “tabs” are displayed:

* '''Sub Tab 3''' - Additional Information – this will display the [[User|user’s]] transactions – once the transaction types are enabled in the interface.
* '''Sub Tab 1''' – [[Personal Settings]] – provides access to the [[User|user’s]] display settings.
* '''Sub Tab 2''' – [[Password]] – provides the [[User|user]] with access to change their [[Password|password]].

The '''Profile''' page is broken down into two sections:

* '''General Information''' – the basic contact details are displayed and updatable by the [[User|user]].
* '''Other Information''' – [[Custom Fields|custom fields]] that are associated with the [[User|user]] and permissioned to be updated by the [[User|user]].

=Reviewing the '''Personal Settings''' Tab=

1. Click the [[Personal Settings]] tab.

[[Image:Ciu22.png]]

This page is used to set the following [[User|user]] settings:
* '''Date Formats''' – Short, long and input date formats.
* '''User Language''' – Changing the language will re-label the interface for this [[User|user]].
* '''Preferred Mapping Service''' – [[User|user’s]] preferred mapping service.
* '''Time Difference''' – the number of hours difference between the user local time and the [[SmartSimple]] Server line.

=Reviewing the Password Tab=

1. Click the [[Password]] tab.

[[Image:Ciu23.png]]

As with the standard '''change password''' page the old [[Password|password]] must be entered and then the new [[Password|password]] entered and confirmed.

=Reviewing the Portal Tab=

1. Click the [[Portal]] tab.

[[Image:Ciu24.png]]

As you have not set an introduction to this tab the current page is blank.

The [[Menu|menu]] items displayed on the left of the page are the captions associated with the [[Portal|portal]] associated with the [[User|user’s]] [[Role|role]].

[[Image:Ciu19.png]]

Clicking any of these [[Menu|menu]] items will display the associated page in the right panel.

2. Review each of these items.

[[Image:Ciu25.png]]


[[Category:System Management]][[Category:User Centric Interface]]
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