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Breadcrumb
The navigation bar supports users during their daily work with the system. See the Breadcrumb topic for more information.Side-Menu
The side menu is for navigation between the cockpit, tasks, and process instances. Specific users have the administrator role. These users can also access and change settings like translations or logo and theme of the system. See the Side-Menu topic for more information.Menu bar
The menu bar contains a search function, the user language, and profile settings. See the Menu bar topic for more information.Content area
This area is the work interface. Depending on the selected menu, users can handle their activities and processes, view the dashboard, access system settings, and the user profile.
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The side-menu includes the components Cockpit, Automate, Dashboard Guideand System, which are described in detail below.
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All editable fields can be changed. The others are locked.
Click on the button 'Update profile' on the lower right of this tab for saving changes.
If the update is successful, a brief 'Success' message will confirm the storage. In this context, please also regard the note 'LDAP Sync'.
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User-Profil - LDAP Sync If the system uses LDAP Sync, all changes are lost as soon as the scheduled job has run the next time. Please ask the contact person first, whether LDAP Sync is used or not. |
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Field name | Description |
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Username | This is the name used for the formal login procedure. Only users with the administration role are allowed to change the name. |
Firstname | The user's first name is documented here. |
Lastname | The user's last name is documented here. |
The user's email address at which the user will receive messages from the system, for example about the assignment of a new task. | |
Phone number | A telephone number can be inserted. |
Country | The working country of the user can be inserted here. |
Company | The user's company can be found here. |
Personnel number | The user's personnel number within the company. |
Groups | The group membership of a user is depicted here. |
Roles | The Rolesand rights of a user are depicted here. |
Supervisor | The supervisor of the user is selected in this field. Via the dropdown menu, any existing user in the system can be selected. |
Cost center | The user's cost center can be documented here. |
Department | The user's department can be found here. |
Department chief | The name of the head of the department can be selected in this field. Via the dropdown menu, any existing user in the system can be selected. |
Target tab for taskmail links | A link provided in a task email redirects the user after clicking directly to the target tab, which is selected here. Per default, the task email link redirects the user to the property tab of a task. |
Send email if new task was assigned | If this option is selected, the user will receive an email, for example, that a new task is available. |
Notify me only if the previous task was not done by me | The user will only receive an email if the previous task will be completed by another user. |
Notify me if my task was done by somebody else | If a assigned task is not completed by the user, the user will receive an email. |
Ignore LDAP authentication | If a LDAP authentication has been configurated, an user can decide wether he wants to ignore his company password and use his personally selected password instead. See here how to change your password |
Display table rows | The number of table rows shown per page can be selected here, e.g. the task list. |
Language | Here the user language can be changed. 15 different languages are supported. |
Lists layout | The user can select how he wants lists in the system to be displayed. |
DNS prefix | |
DNS suffix |
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Enter the new password into the first field.
Confirm the new password in the second field.
Press the button 'Change password' for saving the new password. In this context, please also regard the note 'User-Password - LDAP Sync'
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Info: User-Password - LDAP Sync If the system uses LDAP Authentification the changed password will be reset as soon as the scheduled job has run the next time. Please ask the contact person first, whether LDAP Sync is used or not. |
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If a user is not able to handle the assigned tasks due to being absent from the company, this should be documented in the 'Absence' section. The 'Absence' should record all periods of time when a user is unavailable. It also regulates whether existing tasks should be transferred to the representative during the absence or not. New tasks will automatically be assigned to the representative. How to add, change and delete an absence period is described in the chapter 'Manage absences'.
If tasks have to be transferred to another user due to an absence, either one representative has to be chosen in the section 'Manage general substitute' (valid for all processes), or a designated representative for specific processes (has priority over the user profile representative) has to be selected in the section 'Manage absence rules'.
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Manage absences
Add absence
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