Configuring User Settings
User Settings contains a number of useful options that allow users to customize their OneVizion® Vizion Platform experience. These settings are specific to each user and will not affect anyone else in the system.
Typically a user changes their own User Settings, but the Administrator also has access from the System Users page. Note that some User Settings fields can be changed only by the System Administrator.
The User Settings forms include examples and hints to aid the user in optimizing their personal parameters.
Accessing User Settings
Steps to Access User Settings as an End-User
On any Vizion Platform page, click on the username or icon to reveal the user menu.
Click User Settings.
The User Settings display.
When the end-user accesses User Settings, they will see four tabs including:
See Administration of User Settings for Steps to Access User Settings as an Administrator.
On this page:
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General Info Tab
Field | Action |
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User Name and Avatar | The user name displays here along with their avatar. Users can delete their avatar by clicking the X for Delete when hovering over the image and then uploading a new image by using the Upload new avatar button. |
Change Password
Change Password is not available in User Settings when the user logged in with SSO. | Opens the Change Password form where the user can change their password. |
My Email | The user's email assigned by the Administrator. |
My Phone Number | The user's phone number assigned by the Administrator. |
OneVizion Language | Contains the languages (e.g., English, Label IDs, Label IDs with Text ) that are available to use, if the Administrator has the system set up to use multiple languages. |
Default Page | Users can select the page that will display upon login. Click the ellipsis for choices. Security Role will need to include the Security Group SHOW_DEFAULT_PAGE_SELECTOR, "Read" |
Tip of The Day | Switch ON to see the Tip of the Day window upon login. Switch OFF to hide the Tip of the Day window upon login. |
Config Session | If you have permissions to create a Configured Session, you will have the Config Session switch in your User Settings. The Configured Session feature records any changes that users make to an entity (e.g., Rule, Import, Configured Field, etc.) under a specific session name that will then allow users to retrieve the activity from the Components Audit Log.
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Appearance Tab
Field | Action |
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Date Format | Users can select the date format they want to use for entering and displaying dates in the system. This setting allows for compatibility with international date formats. Options are:
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Time Format | Users can select the time format they want to use for entering and displaying time in the system. Options are:
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Main Menu | Users can choose whether to have the expanded Main Menu work with "Classic" or "Sticky" functionality. Classic - Upon login, the user will click the Main Menu icon to open the expanded Main Menu, and it will hide automatically. Sticky - Upon login, the expanded Main Menu will display and stay until the user clicks the back arrow to hide the menu. |
Maximize New Windows | Switch ON to have new windows open to full-screen size. |
Hide Prefix | Switch ON to hide field, tab, and WP task prefixes from every user page and form available to the user. Trackor prefixes are useful for identifying the Trackor Type for a Field or Trackor. While hiding pre-fixes makes for a cleaner user interface, it is more difficult to understand data relationships without prefixes enabled. The default value is OFF. |
Hide Start Task Dates | Switch ON to hide Start Task Dates for WorkFlows. (This is useful when simulating Task milestones with a duration of zero days.) Switch OFF to see Start Task Dates for WorkFlows. |
Thousands Separator | Users can select either Comma or Space when displaying a number with 4 or more digits. |
Coordinates Mode | Users can select Decimal or Degree/Min/Sec for how to display mapping coordinates. |
Grid Tab
To | Action |
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Autosave TB Grid Row Editor Changes | Switch ON to save changes in Row Editor automatically. Switch OFF to prompt the user to save changes in Row Editor (allows user to review edits before they are saved). |
Grid Edit Mode | Users can select Single Click or Double Click for editing the Grid. |
View, Filter Sorting | Users can select whether Global or Local Views/Filters display at the top of the View list of Views/Filters. |
Case Sensitive Sorting | Switch ON to have text case considered for Filters. Switch OFF to disregard text case for Filters. |
Field Comments on Mouse Over in Grid | Switch ON to see Field Comments when hovering over a green triangle in a Field with comment. |
Display Chat State Icon | Switch ON to see a chat icon in the Grid for items with chat comments. |
Choice Element In Grid | Users can select how boolean-based (True/False) settings are displayed. Choices are Yes/No Drop-down or Checkbox. |
Linked Values Display Mode | Users can select how to display linked values. Choices are Hint to display the linked value in a raised box or In Place to display the linked value with the original value. |
Force Quote Delimiters for CSV Export | Switch ON to export CSV files with quote marks at the beginning and end of the data contained in the file. Switch OFF to export CSV files without quote marks. |
Notifications Tab
The Notifications tab contains all of the notifications available in the Vizion Platform for a user's configuration and security settings. If you do not see a notification that you want to activate, contact your Administrator.
Notifications send users an Email Notification when certain events occur in the Vizion Platform. Users may subscribe to different Notifications in order to be notified when those trigger events occur. Users may subscribe to a Notification by selecting the checkbox in the "Active?" column next to the Notification to which the user wants to subscribe.
Administration of User SettingsSteps to Access User Settings as an Administrator
When the Administrator accesses User Settings, all of the settings will be included in one tab with Notifications as a separate tab. |
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Deprecated Parameters
