User Settings manual

User Settings

Each Office 4 registered user can customize their personal portal pages. Users can change their page layout and design, set up bookmarks and personal groups, and most importantly, they can set up the information that shows up on their portal page to fit their specific needs.

1. Change Your Password/User Information

   (User Settings)

The system administrator set up each User with his/her own account, which allowed you to log in with your own username and password. You can update your profile and change your password by following these steps:

  1. To change/edit your User Setting:

    a) On the Portal Page, click User Setting.

    b) Click User Information Setting.

    c) Enter new data or modify the existing data.

    • Choose a group to be your default setting. The system administrator should have associated you with at least one group when you were set up as a User.
    • If you do not have a group, you can set up your own personalized groups in My Group Setting (see below).
    • Note: You can also set up your Default Group from the User Directory in Address Book.

    d) Click Save.

  2. To change your Login Password:

    a) From the User Setting menu, click Login Password Setting.

    b) Enter a new password, re-enter the password for verification.

    c) Click Save.

2. Set Up Frame View

   (User Settings)

The Portal Page has a main navigation bar across the top of your page, but if you prefer to have your navigation bar on the left side, you can activate Frame View.

  1. On the Portal Page, click Frame View (bottom left).

    The application icons will appear in the far left column of the screen.

  2. To de-activate the setting and return to the non-frame view, click Non-Frame View on the top of the Portal Page.

  3. To log in with the frame view always set, add the bookmark to your browser.

3. Setting Up Portal Page Design

   (User Settings)

Office 4 offers several design options for your Portal Page. Choose the one you prefer.

  1. On the Portal Page, click Page Layout & Design.

  2. Click Change Page Design.

  3. From the drop-down menu, select a design for your Portal.

  4. Click Save.

    To see your changes, click Home.

4. Set Up Your Portal Page Layout

   (User Settings)

You can customize your Portal Page to show you as much or as little information as you like, and in any order. Play with the settings to see what makes you most efficient!

  1. On the Portal Page, click Page Layout & Design.

  2. To hide applications on your Portal:

    To hide applications, from the list box select the applications to hide, then click Show/Hide. To deactivate the setting, click Show/Hide again.

  3. To change the order of displaying application icons on the Portal:

    From the list list box, select an application icon to reorder or move, then click the Up Arrow, Down Arrow, Left Arrow, or Right Arrow to move it up, down, to the left, or to the right, respectively.

5. Set up My Groups

   (User Settings)

Your system administrator should have set up Groups for your company, such as Marketing, Management, Sales, etc. These Groups help organize Users efficiently.

In order for you to be more personally efficient, you can also set up groups called My Groups.

You can create My Groups to personalize a group of people you need to contact or work with on a regular basis. You can put together your own group of cross-functional people for quick access, or you may need to create a group for a special project. You can add as many personalized groups as you want.

  1. On the Portal Page, click User Setting.

  2. Click My Group Setting.

  3. To add a new My Group:

    • Click Add.
    • Enter a My Group name.
    • Click Save.
    • Select Users to add to your group from the list box, click Add.
    • Select a facility to be associated with your group, click Add.
    • Click Add.

  4. To edit a My Group:

    • Select the My Group you want to edit.
    • Make necessary changes.
    • Click Save.

  5. To delete a My Group:

    • Select the group you want to delete.
    • Click Delete.
    • When prompted, click Yes to confirm deletion.

6. Change My News Default

   (User Settings)

You can change the default news site linked on your Portal Page.

  1. On the Portal Page, click Setting next to My News.

  2. Select the default news site for My News.

    You can select one of the following sites:

    • USA Today
    • CNN
    • FOX News
    • ABC News
    • MSNBC

  3. When done, click Save.

7. Set Up Web Search

   (User Settings)

Office 4 comes with several Web Search link options. To change the Web Search engine, follow these steps:

  1. On the Portal Page, click Setting next to the search window.

  2. Select a default search engine.

    You can select one of the following search engines:

    • Google
    • AltaVista
    • Excite
    • Lycos

  3. When done, click Save.

8. Set Up Personal Bookmarks

   (User Settings)

To set up personal bookmark on your Portal Page, follow these steps:

  1. Click Setting in the Bookmarks section.

    To add a bookmark: Click Add, enter a title and URL, and then click Save.

    To edit a bookmark: Select a bookmark to edit, and click Edit. Enter a new title and URL for My Bookmark, and then click Save.

    To delete a bookmark: Select a bookmark to delete, and click Delete. Click Yes to confirm.

9. Setting Up Applications on Your Portal Page

   (User Settings)

You can set up how you want to browse each application on your Portal Page.

If you click Setting next to the title of an application, you will be taken to options for that application on the Portal Page.

  1. Scheduler

  2. Whereabouts

    • You can set up a group to list in Whereabouts on the Portal Page.
    • You can select whether to list a Time Sheet on the Portal Page. Default setting is set to list Time Sheet.
    • For details, please refer here..

  3. ToDo List

    • You can set up the number of ToDos to list on the Portal Page. The default setting is 5.
    • You can select how to sort ToDos on the Portal Page. The default setting is by Deadline.
    • For details, please refer here..

  4. Forum

    • You can set up the number of Forums to list on the Portal Page. The default setting is 5.
    • You can set up a Forum for the Portal Page.
    • You can set up the maximum number of subject names to list on the Portal Page. The default setting is Unlimited.
    • For details, please refer here..

  5. Project

    • You can select the projects to list on the Portal Page.
    • Uncompleted projects and tasks that you own are set up to display when you add a project.
    • For details, please refer here..

  6. Bulletin Board

    • You can set up the maximum number of latest articles in Bulletin Board to list on the Portal Page. The default setting is 5.
    • You can select the maximum width for article names displayed on the Portal Page. The default setting is Unlimited.
    • You can select the maximum width for Bulletin Board names displayed on the Portal Page. The default setting is Unlimited.
    • For details, please refer here..

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