Every employee in the company has their own user profile. It contains their contact information, date of birth, and photo. In your profile, you can configure personal notification and task display settings, link your email to the system’s mail client, download the ELMA365 application for your computer, and more.
You can access your profile from any page in the system. To do this, click on your name or avatar in the upper right corner of the screen. Choose from the following menu options:
- Settings. This option takes you to your profile and settings. Here you can update your personal information and configure personalized preferences. All settings are organized into tabs: User Profile, Authentication, Settings, Notifications, Tasks, Calendar, Email, ELMA365 Applications, and Signatures.
- Help. This is a link to the help center where you can find detailed descriptions of all system settings.
- Tech Support. This option provides access to the technical support chat in the cloud version of ELMA365 for users in the Administrators group. In ELMA365 On-Premises, you can use the Tech Support button on the main page to access an external portal where support is provided for your company.
- Sign Out. Sign out of your ELMA365 account.
This is your schedule compliance.- Applications. This takes you to information about versions of the ELMA365 application for your computer and smartphone.
Let’s take a closer look at the options available in the user profile settings.
User Profile
On this tab, you will find your personal information: name, photo, date of birth, and contact information. You can also add your messenger accounts.
Authentication
This tab appears if a custom OAuth2 authentication module is configured, allowing users to register and log in to ELMA365 using external services, for example, social networks.
Here you can link your ELMA365 account to an account from an external service, so you can sign in using its login and password. To do this, click the Link button.
Please note that you can link only one external account to your ELMA365 account and vice versa.
A third-party account is automatically linked to your account if you registered in ELMA365 using another service. It cannot be unlinked.
Settings
On this tab, you can select the interface language, set the date format and the first day of the week, and specify your time zone.
- Interface language. The following languages are available by default:
- English and Russian for SaaS.
- English, Spanish, Russian and German for On-Premises.
If the system administrator has set additional locales, they will appear in the list and you can select them.
- Date format. Select the format used to display dates.
- First day of the week. Specify the day of the week that will be displayed as the first day in calendars. You can choose either Monday or Sunday.
- Time zone. Set your time zone. This feature is useful for remote work or frequent business travel. When tasks are assigned to you, the system automatically calculates the correct deadlines.
Notifications
You can enable or disable pop-up notifications about new messages for chats and channels, as well as manage push notifications in the browser. Read more in the Personal notification settings article.
Tasks
On this tab, you can manage the display of tasks assigned in the CRM workspace, enable email notifications about tasks, and configure task reminders.
- Show CRM tasks separately from others. Enable this option to add the CRM Tasks section to the Tasks workspace. It will include tasks of the Call, Meeting, Webinar, and Email types assigned to you that are associated with deals, leads, and companies.
The counter in the Tasks > CRM Tasks section shows the number of unfinished CRM tasks. Specify which tasks to include in the count:
- Earlier. All unfinished tasks assigned to you before the current date.
- Today. All tasks assigned for the current date. This option is selected by default.
- Tomorrow. Tasks that need to be done until the next day after the current date.
- Week. Tasks that need to be done within seven days from the current date.
- Later. Tasks that need to be done within eight or more days from the current date.
- Send notifications about new tasks by email. Enable this option to receive notifications about new tasks to the email address specified in the User Profile tab. The notification will include task details and the link to quickly open it in the system. By default, notification settings set up by the administrator are applied.
To receive notifications about tasks assigned within a business process, enable the Notification option in the settings of the Task activity.
- Approve by email. Enable the sending of approval tasks for files, document packages, and app items. You will be able to view the document and make a decision without opening the ELMA365 interface. Please note, that this option will only work if the administrator has connected the company’s business email. This email address will be used to send notifications about new tasks assigned to you.
- Notify that the deadlines for tasks are close. Enable this option to get reminders about tasks with deadlines. Specify how long before the deadline you want to receive a notification to the #Activity stream.
Calendar
You can set up notifications about events created in your personal calendar. They will be shown in the activity stream or sent to your email.
- Event reminders. Select this option to receive notifications about upcoming events.
- Send notifications about events by email. Enable this option to receive notifications about events and their changes at the email address specified on the User Profile tab. The notification will contain all the details of the upcoming event. By default, the notification settings configured by the administrator apply.
- Remind. Specify the amount of time before the event that you want to receive the reminder.
On this tab, users can connect their email to the built-in ELMA365 email client. Incoming and outgoing emails will be displayed in the Email workspace. You will be able to contact clients and partners from the system interface. The entire history of interaction will be saved.
You can configure integration with several email services: Gmail, Yahoo, Outlook, or Office365. You can also connect an email with a corporate domain using the SMTP and IMAP protocols.
Read more about this in the Connect an email to an account article.
ELMA365 Applications
You can use a desktop application to work with ELMA365. The application interface is completely identical to the browser version, so you can switch between them easily and smoothly.
Desktop applications are available for various versions of Windows, macOS, and Linux operating systems.
You can also work in the system using your smartphone by downloading the app from the App Store or Google Play. You can quickly log in to your account using a QR code.
Signatures
On this tab, you can see your digital signature certificates. You can:
View certificate data.
Download a certificate.
Select the default certificate for signing documents.
The system administrator can configure an external app in the module that connects an external service to the company. Users will be able to provide the service with access to ELMA365 protected resources using the OAuth2 authentication protocol. For example, in this way, you can authenticate to an external website using the login and password from your ELMA365 account or create app items using the Web API.
When you allow a service to access ELMA365 resources and fulfill a data request, an entry of this is saved in your user profile under the External Apps tab.
начало внимание
In the ELMA365 On-Premises delivery, the tab is shown in the default settings. In SaaS delivery, creating an external app and displaying the tab in the user profile will be available after the system is upgraded to version 2024.2.
конец внимание
The tab shows the name of the external app and the date of the last connection between the service and ELMA365. You can terminate the connection so that resources are no longer transferred to the external service. To do this, click the Revoke access button next to the entry.
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