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  • KNOWLEDGE BASE
  • User Settings

User Settings

subscribers basics payments

User Settings allow the user to take action on their account such as making changes to your password, dashboard layout, notification preferences, or search preferences.

Click on themore_vert-24px.svgOverflow Menu (3-Dot Menu) in the top right-hand corner to access the User Settings. 

  • User Data
  • Change Password
  • Alert Methods 
    • Add Alert Method
  • Notifications
  • Dashboard
  • Resend Verification Email 
  • Search

User Settings_2.png

User Data


The User Data tab under User Settings allows you to change your photo, phone number and add an associated account color. 

Click UPDATE in the bottom righthand corner to save changes. 

User Data.png

Change Password


Make password changes under the Change Password tab.  

Click UPDATE in the bottom righthand corner to save changes. 

Change Password.png

Alert Methods 


View an Alert Method under the Alert Methods tab. Click on the alarm_on-24px.svg icon to enable or disable alerts to that contact method. The Enabled column indicates if the Alert Method is enabled or disabled. 

Alert Methods.png

Add Alert Method 


To add an Alert Method, click on the plus-circle (1).svg in the bottom righthand corner. Then, click on the alarm_add-24px.svg icon to add a new Alert Method. 

Add Alerter.png

Select a preferred contact method and input the contact method details. Click ADD to add the new Alert Method.  

Add Alerter Email.png

Notifications 


An email and/or browser notification triggers when updates occur on a ticket, marketing campaign, or network event that does not originate from the assigned user. For example, if someone adds notes or updates a ticket assigned to you, you will receive a notification.

You can choose to receive email and/or browser notifications for tickets, network events, and marketing campaigns. 

By default settings the notification will happen after the 5 minute duration mark. The user can choose to change that by clicking the preferred duration box. The duration times vary from 1 minute to 24 hours.

You can click to enable or disable email and browser notifications.

Be sure to enable alert methods under the Alert Methods tab.

Notifications.png

Example of notification preferences.

Notifications Options.png

Dashboard 


The Dashboard tab controls the displayed dashboard cards on your homepage. 

From here you can search for available dashboards, Select All or Select None to be displayed.  

If you don't want to display all dashboard cards, you can individually select the applicable dashboard card options. 

To save dashboard selection, click UPDATE DASHBOARD SELECTION. Click on RESET to remove any selected dashboard cards. 

Make changes to the display order of the dashboard cards under Order Activated Dashboards. Click and drag to rearrange the displayed order of active dashboard cards. 

Then click SAVE DASHBOARD CARD ORDER.

Dashboard.png
Select Available Dashboards.png
Order Dashboards.png

Resend Verification Email 


Click on the plus-circle (1).svg icon in the bottom righthand corner, then click on the email-24px.svg icon to resend the verification email. 

Confirm your selection by clicking either YES or CANCEL. 

Resend Verification Email.png

Search


To customize your search results, Vision lets you edit your personal search standards in User Settings. To edit your search settings, click on the Search Tab. Then you can select or de-select from the search types. Once you select your search preferences be sure to save your preferences. Those settings will be saved going forward unless you updated your selections. These settings will improve your Super Search results.

Search.png

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