Managing User Settings
Last updated
Was this helpful?
Last updated
Was this helpful?
Navigating and understanding user settings is pivotal for a seamless experience with the friendlyway Cloud Platform.
Here's a guide to help you navigate and adjust your user settings.
Upon account creation, your user profile and settings are pre-configured by company administrators. If you're part of a smaller project, this configuration might have been done by a friendlyway representative.
It's essential to be aware of the permissions granted to you, as they dictate your access to specific features of the Platform.
When logged into the Platform look towards the top right corner of your screen.
Here, you'll find an icon displaying your initials. This icon is your gateway to accessing your user details and permissions.
Click on this icon to reveal a dropdown menu.
Then click on your name. This will open a page where you can view your personal information and details about your roles on the Platform.
Within your account settings, you can:
Review permissions: Understand what modules, features, plugins, and functionalities of the Platform you have access to and at what permission level (as a viewer, manager, or administrator).
Change first name and last name: Update your personal information by modifying respective fields.
Set default screen language: Choose your preferred language for the Platform's interface.
Reset personal settings: This option allows you to reset your personal preferences or customized settings, such as filters, column visibility, and column width, back to their default values. As a result, the system resets filters (including the deletion of saved filters), column visibility, and column width throughout the entire Platform.
Change password: On a separate tab, you can set a new password to keep your account secure at any time. Note that it requires entering your current password too.
By utilizing these features, you can manage and customize your account according to your preferences and requirements.
If there are settings or features you're unsure about or if you wish to delve deeper into the possibilities of customization, don't hesitate to reach out to your company administrator. You can also contact your friendlyway representative for a comprehensive understanding and guidance.
