To make changes to a user profile, perform the following steps:
Go to the
Configuration menu > User Management > Users.
Locate the user in question using the filters on the left.
Click the
icon. You will be directed to the user profile page.
At the bottom of any user profile section, you will find several action buttons:
Click the Send Welcome E-mail button to invite this user to the Home Portal. To check or edit this e-mail template, go to
Configuration menu > Templates > Notifications > Templates tab and locate the E-mail/Text Message to User: When user is welcomed to the system template.Click the Send Password Reset E-mail button to allow this user to reset their password. To check or edit this e-mail template, go to
Configuration menu > Templates > Notifications > Templates tab and locate the E-mail/Text Message to User: When user requests resetting their password template. Click the Erase Personal Data button to delete the users' data from the system.
General Info tab
In this tab, you can check or change the information provided during the profile creation. Also, you can add this user’s accounts in the CAT tools services:
Click the username in external system link in the Username section. The Partner Aliases pop-up window appears.
From the System Name drop-down list, select the desired CAT tool.
Provide the user’s Name in external system
Provide the user’s Password in the CAT tool.
Click the Add button.
(Optional) Repeat the steps from b. to e. for other CAT tools.
Click the Save button.
Social Media tab
In this tab, you can add information about this user account on social media.
Click the Add Social Medium button to add another account.
If you add several accounts, you can set the preferred one with the Preferred radio button.
You can add a user's photo by clicking the Upload image file button.
Mailboxes tab
In this tab, you can create a personal mailbox for this user that will be used throughout the system:
Click the Add button on top of the Mailboxes table. The Add Mailbox pop-up window appears.
Provide the Name for the mailbox.
(Optional) Select a desired date in the Show E-mails Newer than field.
Decide whether the mailbox should be an Active one.
Decide whether the mailbox should be a Default one.
Provide the Host and Port for the e-mail account (check the details with the e-mail provider).
Check the SSL box to enable SSL encryption.
In the Username field, provide the e-mail address.
Provide the Password for this address.
(Optional) Check the Save Sent E-mails in Folder box to collect all XTRF e-mails where this user was listed as the sender in a separate folder.
(Optional) Provide the custom name for the folder mentioned in the previous step.
(Optional) Click the Check Settings button to see if the mailbox is configured correctly.
Click the Apply button to finish the configuration. The pop-up will change its name to the Mailbox and the Fetch New Messages button will appear at the bottom.
In-house Job tab
In this tab, you can give this user a vendor role so they can participate in projects as in-house vendors. This option spares the effort of creating separate vendor profiles for Home Portal users.
Click the Enable User Review button. The Linked Vendor’s Name - Edit pop-up window appears, where you can accept the suggested vendor name for the user or provide a custom one.
Click the Apply button. The information about the newly created vendor appears on the page.
Click the Change button to change the linked vendor’s name.
Click the Disable User Review button to unlink the vendor profile.
Click the Save button. The new vendor profile with this user’s data appears in the Vendors module.
When you click the Disable User Review button, the associated vendor profile gets unlinked, but stays in the system. To learn how to delete a vendor profile, see the Vendors module - Vendors tab article.
Access Tokens tab
In this tab, you can generate and check the tokens that enable the connection to the Home Portal API on behalf of this user. For details, see the Generate an access token for the Home Portal API guide.