User profile management
- 18 Oct 2023
- 3 Minutes to read
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User profile management
- Updated on 18 Oct 2023
- 3 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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1. User profile management
The user profile is unique to everyone. This section allows you to manage your personal information and configurations.
User Profile - Constellio
The profile's actions menu offers three options:
- Edit profile : This option allows you to manage your user record and personal configurations.
- French / English : This option allows you to manage the language of your session.
- Logout : This option allows you to log out of your session.
Tongue
The language can be changed depending on the language selected for your collection. It depends on whether it is unilingual or multilingual.
1.2 Edit profile
1.2.1 User record
The user's card contains the user's information.
| Metadata in the user's profile | |||
|---|---|---|---|
| Field Name | Description | Image | |
| Image | Facultative | Allows you to insert a profile picture. Of course, we find the icon of Constellio. |  |
| Username | N/A | The username is determined by your administrator and is non-editable. | |
| First name | Obligatory | A field containing the user's first name. | |
| Last name | Obligatory | A field containing the user's last name. | |
| Obligatory | A field containing the user's email. | ||
| Personal emails | Facultative | Allows you to register the user's personal emails. | |
| Phone | Facultative | Allows you to enter the user's phone number (professional or personal). | |
| Fax | Facultative | Allows you to enter the user's fax number (professional or personal). | |
| Job title | Facultative | Allows you to register the function that the user occupies within the company. | |
| Address | Facultative | Allows you to enter the user's street address (work or personal). | |
| New password | Obligatory | Allows you to establish a new login password. New password Certain conditions apply. | |
| Confirming the new password | Obligatory | When you set a new password, you must rewrite the same previously registered password. | |
| Current password | Obligatory | When you set a new password, you must write down your old password. | |
| Default language | Obligatory | Allows you to change the language of the profile. Language The language can be changed depending on the language selected for your collection. It depends on whether it is unilingual or multilingual. | |
Only administrators and you can see the information entered in your profile.
LDAP
If your system is connected to LDAP, the user's record is not editable. For any changes, make a request to your system administrator.
For more information, see LDAP - Synchronization.
For more information, see LDAP - Synchronization.
1.2.2 Personal Configurations
Personal configurations allow you to configure various options in the system. These configurations are personal and only affect your profile.
| Personal configuration metadata | ||
|---|---|---|
| Field Name | Description | |
| Automatically assign tasks | Optional | Allows you to fill in the "Assigned to" field when you add a task. with your name, automatically. |
| Follow task status modification | Optional | Allows you to automatically track the change in the status of the tasks you have sent. |
| Follow task assignation modification | Optional | Allows you to automatically track the change of people assigned to the tasks you have sent. |
| Follow subtasks modification | Optional | Allows you to automatically track the modification of the subtasks you have sent. |
| Follow task completion | Optional | Allows you to automatically track the completion of the tasks you have sent. |
| Follow task deletion | Optional | Allows you to automatically track the deletion of tasks you have sent. |
| Disable email reception when a task is assigned to me | Optional | Allows you to disable the receipt of an email when a task is assigned to you. |
| User to delegate the task assigned to me | Optional | Enables automatic delegation of tasks assigned to the current user to the chosen user. |
| Default tab in folder display | Optional | Allows you to determine which tab (content or metadata) will be displayed by default when viewing a folder. |
| Default department | Optional | Allows you to determine a default administrative unit when you create a folder. |
| Display only active content on search results | Optional | Allows you to hide semi-active, paid, and inactive folders in search results. |
| Disable agent | Optional | Allows you to disable the use of the Constellio Agent. |
| Favorites display order on homepage | Optional | Allows you to add your favorite groups to your home. |
| Reset user settings for the tables | Optional | Resets your table preferences. |
| Default number of records displayed in search results | Optional | Determines the number of records that will be displayed on the search results pages (10, 25, 50, and 100). |
| Start tab | Optional | Determines which tab will be displayed by default at Home (virtual spaces, recent folders, recent documents, borrowed documents, and shares). |
| Default Virtual spaces | Optional | Allows you to determine the tab that will be displayed by default in the "Virtual Spaces" tab (administrative units, locations, classification plan and shares, network). |
| Taxonomy display order on homepage | Optional | Allows you to establish the order in which tabs are displayed in the "Virtual Spaces" tab (administrative units, locations, classification plan and shares, network). |
| Facets apply button enabled | Optional | Enables multi-faceted enforcement. See Facets article, for more information. |
| Do not send email when connecting from a IP address | Optional | Determines that you do not want to receive email when connecting from a different IP address. |
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