Personalize

You can personalize your profile picture, display language, time zone, navigation menu, change font, change color theme, change your login password, generate API key, or manage two-factor authentication.

Upload/delete profile picture:

Click the profile icon on the top-right corner and do one of the following:

• To upload a new profile picture, click the profile icon on the user panel, and choose your preferred image.

• To change the existing profile picture, hover over the profile icon on the user panel, select the pencil icon, and choose your preferred image.

• To delete the existing profile picture, hover over the profile icon on the user panel, select the delete icon.
   

                                                   
 

 

Personalization, Changing Password, and API Key Generation

1. Click the user profile icon at the top-right corner.
   
   
   
    

2. Select Personalize/Change Password/Generate API Key. This opens a pop-up window with the appropriate tab selected.                                                

Personalize

The Personalize tab consists of display language, time zone, data format, time format, and e-mail signature.

• Display Language
  
  Select the language of your choice from the Choose Language combo box. The selected language will be your default display language in the application. All the data will be displayed in the language selected by you.

• Time Zone
  
  Since the organizations can be situated in various sites; every site has its particular time zone. Select the time zone of the site of your organization from the Select Time Zone combo box. The date and time will be set according to the selected time zone.  

• Date/Time Format
  
  Select the format of the date such as Tue 16 Sep 2008, from the Set Date Format combo box. Similarly, you can also set the time format from Set Time Format combo box. The selected date and time format will be displayed where ever date/time is considered

For Example: While creating a request, the request created on and due by time will be displayed in the selected date and time format corresponding to the selected time zone. The same can be viewed under Problem, Change, Solution and Purchase modules.

• E-mail Signature
  
  You can have your own personalized signature while replying to the mails using this option. Enter your signature in the text provided. Click Save.

Change Password

You can view and reset two passwords under this section.

• Login password to the application

• File protection password - Ensures secure access to the files generated from within the application. You must enter this password to open exported reports, scheduled reports, and exported request list.

 

 

Notification Tones

Notification tones enable you to configure instance specific tones for important events in the application, which help you identify the corresponding helpdesk and take necessary action.

 

You can configure notification tones for the following:

• Chats: The selected notification tone plays each time you receive a new chat request, new message in chat, missed chat, or when a chat is closed.

• Broadcast Messages: A notification tone plays each time you receive a broadcast message.

• Announcements: A notification tone plays whenever the administrator rolls out an announcement.

• Technician Notifications: A notification tone plays each time you receive a notification related to helpdesk activities such as approvals, reminders, or request activities.

 

To configure notification tones,

1. Click the account icon at the top right corner.

2. Click Notification Tones.

 

 

3. In the displayed pop up, select the required tone for each action from the corresponding drop-down.

 

 

4. Click beside a field to preview the selected tone.

5. Click Save.

 

Notification Preferences

Technicians can choose the events they wish to be notified about and how they receive those notifications, via email or push. This ensures they stay updated on key actions and tasks and respond promptly.
To allow technicians to customize notification preferences, SDAdmins should enable the Allow technicians to modify their notification preferences option.
This option can be enabled from the following locations:

• For single-instance setups: Go to Admin > General Settings > Advanced Portal Settings.

• For multi-instance setups: Go to Admin > ESM Directory > General Settings > Application Settings. 

 

Managing Notification Preferences

After the admin permission is enabled, technicians can manage their notification preferences by following these steps:

• Go to Personalize > Notification Settings.

• Select a module from the drop-down to filter notification for that module. 

• Choose the preferred notification mode: Email or Push notification.

• Click Save.

 

 

Generate API Key

Under this tab, you can generate an API Key that can be used for third-party integrations.

To generate the key,

1. Select the expiry option: a) Never Expires or b) Choose a date for the Expires on option

2. Click Generate.

 

 

Personalize Navigation Menu

You can personalize the navigation menu by choosing different styles like Topbar, Sidebar, and Sidebar Lite.

To choose a style,

1. Click the user icon on the upper-right corner.

2. Under Layout Personalization, choose your preferred Navigation Menu: Topbar, Sidebar, or Sidebar Lite.

 

Sample Images:

Topbar

 

Sidebar

 

Sidebar Lite

 

 Personalize Color and Font 

You can customize the application's color and font based on your choice. Color customization is available for selected tab background, primary button background, navigation menu background, and tabs line color. Font selection is common for all UI texts.

To modify color and font:

1. Click the user profile icon on the top-right corner.

2. Using the font drop-down list select the preferred font. Also, select your preferred color.