My Account - Preferences - Settings

The Settings tab on the My Account > Preferences page opens by default when accessing My Account.

The tab name may appear differently in your portal, depending on the display name configured by the administrator in My Account Preferences.

The Settings tab displays the following information, depending on the settings configured by the administrator:

  • Absent setting
  • Manager
  • Approver
  • Time Zone
  • Display Language
  • Signature
  • Opt Out of Shopping Cart Notification
  • Instructor Password
  • Contact Information and Custom Fields
  • Additional custom fields in the Additional Information section

To access My Account, click the Settings icon in the upper-right corner of the screen and select the My Account link.

Note: Users must have permission to manage My Account in order to have access to the Preferences page.

Options

The Options drop-down only displays on My Account - Preferences pages. Also, the drop-down only displays if there is at least one option available in the drop-down. The following options may be available in the drop-down, depending on the preferences configured by the administrator:

  • Change Email Address - Select this option to change your system email address. You must enter the new email address twice to ensure it is entered correctly. Note: If this option is not available, it is because it is not enabled by the system administrator in Email Preferences.
  • Change Password - Select this option to change your password. A pop-up appears with the system password requirements. You must first enter your current password as well as the new password. You must enter the new password twice to ensure it is entered correctly. Note: If this option is not available, it is because it is not enabled by the system administrator in Password Preferences.
  • Edit Security Questions - Select this option to edit your security question responses.
  • Share Permissions - This option is only available to managers and administrators. Click this link to share managerial permissions. See Share Permissions.

Absent Setting

The name of this option in your portal is dependent on the configuration by the administrator. For example, this option may be named "Out of Office" or "On Vacation." Check or uncheck the box to indicate your absent status. Also, this option is not available unless you have permission to edit the Absent Status.

Select this option to indicate that you are out of the office or absent for an extended leave. This notifies the system that you cannot access the system. If the Absent functionality is checked and the user is a manager/approver with training requests to approve, the approval request is routed to the next person in the approval chain (if the approval process is required). This functionality only pertains to training requests, not other functions requiring approval.

When this option is selected, when you log in to the system again you have the option to remove your On Vacation status or leave it activated.

Manager

This option enables users to select their manager. Click the Select icon to open the Select User pop-up to find and select your manager. See Select User Pop-up.

Approver

This option enables users to select their approver. Click the Select icon open the Select User pop-up to find and select your approver. See Select User Pop-up.

Time Zone

This option enables users to select their time zone from the drop-down. This affects how time is displayed to you in the system, such as the time at which a training session begins. When a user sets their time zone, this time zone is set on their User Record. Note: If this link is not available, it is because it is not enabled by the system administrator in Timezone Preferences. The time zone that is applied to a user is dependent on a set of rules. See Time Zone Application Rules.

Display Language

If multiple languages are available for your portal, this option enables users to select their display language from the drop-down. When another language is selected, the system fields and labels are translated into the appropriate language. Note: If you change your Display Language and save your preferences, you will be required to log out and log back in to the system to implement the new display language.

Select Signature

This option enables users to use the drop-down to select the font in which their electronic signature will appear. This signature font is utilized when signing items such as review tasks.

Opt Out of Shopping Cart Notifications

Note: This option is only available for portals with Shopping Cart enabled.

This option is unchecked by default. When unchecked, the user receives the Unpurchased Items in Shopping Cart email whenever they add an item to their shopping cart and have not purchased the item(s) in their shopping cart for a period of time specified by the administrator when configuring the email.

Checking the option unsubscribes the user from the email, and the email is no longer sent to the user.

Instructor Password

This option only displays if the user is defined in the portal as an instructor for a Citrix provider and if Citrix is configured for the portal. This option enables the instructor to manage their password.

This displays whether or not your Citrix credentials are stored within the system. Click the Update my GotoMeeting credentials link to enter your GoToMeeting credentials. This opens the GoToMeeting authentication page. After entering their username and password, you are returned to the My Account - My Preferences page. A message is displayed to indicate whether or not your credentials were accepted. You can update your GoToMeeting credentials at any time using this functionality.

Contact Information and Custom Fields

Contact information and custom fields display below standard fields if they are configured by the administrator to display.

Additional Information

This section only displays if configured by the administrator to display. This section displays custom fields that may be required for the user to complete, if configured as required by the administrator. Some fields may display as read-only.

Language Language Language Language Language Language Language Language Language

Password Password Password Password Password Password Password Password Password