Customising Your Profile and Personal Settings

 

1User ProfileClick on your User Profile at the top right to display profile options.
2Display DensityThe Display Density gives you the option to change the appearance of fields on a page.
NOTE The Comfy option gives a less-cluttered appearance and the Compact option allows you to have more information on the screen.
3User Name or Profile Icon

Click on your User Name or Profile icon to access your Personal Details page. From here you can:

  • Upload your photo
  • Indicate that you are Out of Office
  • View or update custom fields on your User Profile such as Approval rights
    • Post updates to your colleagues using the Salesforce Chatter feature (referred to as the Discussions Forum elsewhere in Atamis pages). Posts will be visible to all internal system users, not Supplier Portal users. You can also see who you are Following and who is Following you.
4Settings

Click Settings to open Personal Settings options including:

  • Update your name, phone number, email and address by selecting Personal Information
  • Reset your own password by selecting Change my Password
  • Delegate approval rights by selecting Approver Settings
  • Control email preferences including Email Signature and whether you receive email alerts when files you’re subscribed to are updated (default is Yes) by selecting Email > My Email Settings
  • Control email preferences from Salesforce Chatter (Atamis Discussions) by selecting Chatter > Email Notifications
  • Update preferences for Task reminders by selecting Calendars & Reminders > Activity Reminders.


 

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