User Profile and Preferences: What They Are and How to Modify Them

Overview

A user's profile contains information about them, such as their name, phone number, and email address. The profile can also include their photo. In addition to these details, the profile stores specific user preferences that streamline their system use. 

To view or edit your user profile:

1. Hover your cursor over the arrow beside your initial in the upper right corner of the window.

2. Select Profile & Preferences.

3. On the Profile tab, you can make updates as follows:

• Click the image to upload a photo or avatar. 
• Click the pencil icon to edit your name and phone.
• Click Edit Email Address to update your email address.
• Click Reset Password to change your password.
  
  

4. On the Preferences tab, you can set the following defaults:

• Default Event Name - Used when creating new events. For example, if you frequently schedule a "Staff Meeting," this entry saves you some typing.
• Preferred Building - Used when creating new events. This selection sets the default building for checking room availability when creating a new event.
• Event Book Room Tags - Used when an event planner opens the event book. This selection sets the default room tags to display, overriding the preferred building.
• Default Start Page - The first page displayed each time you log into the system.  This page will be available on the main menu for quick access. 
• Prompt for Room Setup - Enables or disables the Room Setup prompt when using Add New Events.
• BCC When Emailing Confirmations - This controls whether the event planner receives a BCC email when sending a confirmation or BEO.
• BCC When Emailing Invoices - This controls whether the user who creates invoices receives a BCC email when sending the invoice.
• Set Start Time to Current Time When Creating Events - This controls whether the system sets the start and end time to the current time when an event planner creates a new event.
• Auto Adjust Times - When checked, if an event planner changes the start time, the end time will automatically adjust to keep the same event duration.  When unchecked, the user will need to adjust the start and end times when editing the booking times.

5. On the Notifications tab, you can set the following notifications:

• Notify Me About Requests: This option turns email notifications for an event planner on or off when a new request is added or changed, or when a new inquiry is submitted.  The event planner will receive notifications only for the buildings that they manage. 
• Notify Me About My New Requests: This option turns the email notification on/off when you create a new request.
• Notify Me About Events from Other Users - This option turns the email notification to an event planner on or off when another event planner adds or changes an event in a building they manage.
• Notify Me of Unread Messages: This option turns the email notification on or off to alert you when you have unread messages.
• Notify Me About The Following Service Providers: This option turns email notifications on or off for resources of the selected service providers when they are added, changed, or deleted from a booking. Additionally, changes to date, time, room, and status will trigger this type of notification if the booking uses resources from the selected service provider. This notification has the option to limit notifications to bookings within a specified number of days.  Use Always to be notified of any booking for any current or future date. Use Days before the Booking to limit notifications to a booking date window.
• Notify Me Daily About Approvals Needed:  This option (on by default) will send an email to the approver for each approval that is waiting for the approver's decision.  The emails are sent every day.  This setting does not affect the initial email sent to the approver when approvals are created.