The Profile dialog lets users configure and customize aspects of their PMWeb experience. The page is opened by clicking the Profile button in the Control Panel. Highlights include:
Selecting which tabs appear in their User Home Page and tailoring their appearance
Changing their password
Delegating their Visual Workflow responsibilities to other users
Note that system administrators can configure and then push most of these settings to user groups using My Settings Tab and Roles Tab (delegates). In My Settings Tab system administrators can select/deselect an option to "Allow user(s) to edit My Settings". In that case, the Home Page Settings tab is not available.
Use these fields to enter and edit metadata about the current user. Click the Image helper button to browse to and upload an image file. Editing the metadata here is the same as editing it in Portfolio/Setup/Security/Define Users Tab.
Language Selector - Click the image to open a dropdown list of languages and select the one you'd like to use. Languages are defined in the PMWeb Admin Utility.
Prompt to Save - If checked, when you use the PMWeb menu or toolbar tools to leave a record before saving changes a message displays, asking you to confirm that you wish to abandon your edits.
Open with menu collapsed - If this option is checked, each time you open PMWeb from the log-in page the control panel will be collapsed to the rail by default. It can be expanded to the drawer using the toggle button. See Control Panel for more information.
Advanced grid filters - If this option is checked, advanced grid filters are displayed in tables that offer filters, rather than the default ones. See Tables for information about filter types.
Certain PMWeb functions can trigger automatic email notifications. Rather than receiving each notification separately you can opt to receive summaries at intervals you select. The summary appears as a report in pdf format summarizing the notification activity for the trigger during the summary period.
The "Remember Me" function relies on a browser cookie saved on your device to pre-fill your user name and password on the PMWeb log-in page. If you select:
Save My Authentication Cookie - The next time you load the PMWeb log-in page on the device your user name and password will be pre-filled.
Delete My Authentication Cookie - The next time you load the PMWeb log-in page the user name and password fields will be empty
Prompt - Each time you log out of PMWeb a message will ask if you wish to save the authentication cookie or delete it
