Changing Preferences

The Preferences page in Workgroups Portal allows each user to change their own password and set specific convenience options for their own account.

The preferences available to you will depend on which applications are installed at your location, and which applications & application components you have privileges to use. In general, most preferences are identical for Job Manager and Approval Manager applications. However, there are some differences. These differences may be reflected in the screenshots contained versus what is displayed in your web client.

Changing Password

1. Click the Preferences link in the upper right corner of the page. This will open the Preferences page.

1. Scroll down to the Change Password section of the page.
2. Type the current password you used to log in to Workgroups Portal in the Old Password field.

1. Type the new password you want to use twice: once in the New Password field and once in the Confirm Password field. Passwords must be typed exactly the same in both the New Password and Confirm Password fields.

1. Click Save ( ) when finished. Your password will be reset to the one typed in the New Password fields. You will be required to use your new password the next time you log in to Workgroups Portal.

Setting the current locale

Workgroups Portal allows each individual user to select their own Locale. This information controls how date, time, and decimal fields are displayed and entered. Typically, the selected locale will display (or allow entry) of such information in the standard format for the location selected in the Locale drop-down list.

1. Click the Preferences link in the upper right corner of the page. This will open the Preferences page.

1. Scroll down to the Location section of the page.
2. Click the Locale drop-down list and select a location.
3. Click Save ( ). Date, time, and decimal fields will be displayed (and can be entered) using the standard conventions for the selected location.

Changing the Workgroups Portal Home Page

The Workgroups Portal Home Page is the page that is displayed by default whenever you log in to Workgroups Portal. You can change the Workgroups Portal Home Page in the Preferences page.

1. Click the Preferences link in the upper right corner of the page. This will open the Preferences page.

1. Scroll down to the Application Behavior section of the page.
2. Click the Page Selector drop down menu.

Note: Pages available for selection will be limited both by what applications are installed and by what areas of functionality you have been assigned permissions to use.

1. Select the new Workgroups Portal Home Page from the drop down list and click Save ( ). The selected page will appear the next time you log in to Workgroups Portal.

Setting the Daily Reminder Time

Note: This preference is specific to Approval Manager only. It will not be visible to customers not using Approval Manager or for users without access permissions to the Approval Manager module in a combined system.

Workgroups Portal can send each user daily notification reminders for their pending work. By changing the Daily Reminder time in the Preferences page, you can customize the time you would like this daily reminder sent to you.

1. Click the Preferences link in the upper right corner of the page. This will open the Preferences page.

1. Type a new daily reminder time in the Send daily reminder at field. Time should be typed in standard 12-hour format (e.g.: 8:45 AM).

1. Click Save ( ) when finished. Future reminders will be sent at the new time.

Setting the Email Notification format preference

Note: This preference is specific to Approval Manager only. It will not be visible to customers not using Approval Manager or for users without access permissions to the Approval Manager module in a combined system.

Approval Manager email notifications can be sent in HTML or plain text format. Follow this procedure to select or change the format of your Approval Manager email notifications.

1. Click the Preferences link in the upper right corner of a Workgroups Portal page. This will open the Preferences page.

1. Scroll down to the Application Behavior section of the page.
2. Select HTML or Text in the Preferred Email Format drop down list.

1. Click Save ( ) when finished. Future email notifications will be sent in the selected format.

Setting the number of Find result rows to display per page

Find results displayed in Approval Manager are displayed in tabular format (for example, the Jobs Home page, search results, and more). The Find Results setting allows you to select the number of rows appearing on a search results page. Selecting a larger number of rows can decrease the amount of pages spanned to accommodate all the information, however it can also increase the time it takes to render and display result pages.

1. Click the Preferences link in the upper right corner of a Workgroups Portal page. This will open the Preferences page.

1. Scroll down to the Application Behavior section of the page.
2. Type a number of rows to display per page in the Number of Find Result Rows per Page field.

1. Click Save ( ) when finished. Search results will display the number of rows indicated by this setting.

Setting the number of Recent Items to show

Each user can specify the number of items appearing for each group in the Recent Items group (Customers, Jobs, Proofs, Estimates, etc...) in the sidebar.

1. Click the Preferences link in the upper right corner of a Workgroups Portal page. This will open the Preferences page.

1. Scroll down to the Application Behavior section of the page.
2. Type a number of rows to display per page in the Number of Find Result Rows per Page field.

1. Click Save ( ) when finished. Search results will display the number of rows indicated by this setting.

Enabling and disabling Search Hints

Hints appear as popup explanatory text when the mouse pointer pauses above a search field.

For a full description of search functionality, see [Searching for Information].

1. Click the Preferences link in the upper right corner of a Workgroups Portal page. This will open the Preferences page.

1. Scroll down to the Application Behavior section of the page.
2. Enable or disable the Search Hints checkbox to turn on (enabled) or turn off (disabled) search hints.

1. Click Save ( ) when finished. Search hints will or will not be displayed according to this setting.

Setting the Report Format Warning Message

If the system is set up to use Microsoft SQL Server Reporting Services Reports, and you have permission to use such reports, the system will present a warning message prompting you to select an output format before generating the report.

If enabled in the Preferences page, the Choose Report Format reminder (see capture below) will appear each time you attempt to run a report from a Print menu.

The Choose Report Format Warning Message as displayed.

If the warning message is not enabled in the Preferences page, the Choose Report Format reminder will not appear when attempting to run a report from a Print menu and the report will be created in the default format (PDF). However, even if the Report Format reminder is not set to display, you can still select alternative formats for the report by ALT-clicking (instead of clicking) the report and selecting the format of your choice.

Note: Disabling or enabling the checkbox in the Choose Report Format Warning Message above will enable or disable the corresponding Invitation to Choose Report Format checkbox in the Preferences page (see capture below).

1. Click the Invitation to Choose Report Format checkbox located in the Warning Messages section of the Preferences page.

1. Click Save ( ) when finished.