My Options manual

My Options

My Options is your centralized location for the all of the personalization features available in Share360. Each setting is individual to the user.

1. Change Your Password/User Information

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 Information:

    a) On the Home Page, click My Options.

    b) Click My Account.

    c) Click User Information

    d) 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 Member Directory in Address Book.

    d) Click Save.

  2. To change your Login Password:

    a) From the My Account menu, click Login Password.

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

    c) Click Save.

2. Set Up Frame View

The Home 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 Home 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 Close Frame on the top left.

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

3. Set Up Home Page Design

Share360 offers several color options for your suite. Choose the one you prefer.

  1. On the Home Page, click My Options (bottom right).

  2. Click General > Page Design.

  3. Select a design. The design will preview on the right side.

  4. Click Save.

    To see your changes, click Home.

4. Set Up Your Home Page Layout

You can customize your Home 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 Home Page, click My Options (bottom right).

  2. In My Options, click Home Page > Layout.

  3. To hide applications on your Home Page:

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

  4. To change the order of displaying application icons on the Home Page:

    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

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 Home Page, click My Options (bottom right).

  2. Click General > My Groups.

  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 Delete to confirm deletion.

6. Change My News Default

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

  1. On the Home Page, click My Options (bottom right).

  2. Click Home Page > Internet Tools.

    The Internet Tools Options window appears.

  3. Click Change News Link.

  4. Select the default news site for My News.

    You can select one of the following sites:

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

  5. When done, click Save.

    Note: To hide/show your news, click the News link under Features on the Internet Tools Options windows, and click Show/Hide.

7. Change My Web Search Default

Share360 comes with several Web Search link options. To change the Web Search engine, follow these steps:

  1. On the Home Page, click My Options (bottom right).

  2. Click Home Page > Internet Tools.

    The Internet Tools Options window appears.

  3. Click Change Default Search Engine.

  4. Select a default search engine.

    You can select one of the following search engines:

    • Google
    • AltaVista
    • Excite
    • Lycos

  5. When done, click Save.

    Note: To hide/show your news, click the News link under Features on the Internet Tools Options windows, and click Show/Hide.

8. Set Up Personal Bookmarks

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

  1. Click My Options (bottom right).

  2. Click Home Page > Internet Tools.

    The Internet Tools Options window appears.

  3. 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. Set Up Applications on Your Home Page

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

If you click My Options > Home Page, you will be taken to options for each application box on your Home Page.

  1. Scheduler

    • You can set up which group's weekly schedule you want to list on the Home Page.
    • You can set up which group's daily schedule you want to list on the Home Page.
    • For details, please refer to the Scheduler Manual.

  2. Whereabouts

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

  3. ToDo List

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

  4. Discussions

    • You can set up the number of Discussionss to list on the Home Page. The default setting is 5.
    • You can set up a Discussions for the Home Page.
    • You can set up the maximum number of subject names to list on the Home Page. The default setting is Unlimited.
    • For details, please refer to the Discussions manual..

  5. Project

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

  6. Bulletin Board

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

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