Table of Contents

Managing your user account

To manage your user account (including your preferences) please click on the link “Account” in the upper right corner. This brings up the detail view of your account.

Detail view

Update profile

Main section

The display name is what other Feng Office users will see. By default it's the same as your user name, but it's a good idea to change this (i.e. Martin Sauter instead of msauter).

The e-mail address in you user profile is used for all mails Feng Office is sending to you, like notifications about new tasks. Therefore it's very important to keep this information up-to-date.

The title is the field where you put an academic degree, a job description or something similar.

Section: Administration options

You have only access to the administration options if you are an administrator. These options include the possibility to change your user name (which you use to log into Feng Office) and the company you belong to.

You can even define whether or not a user should have administrator privileges. This obviously does only make sense if you are editing the profile of another user (not your own profile).

PLEASE NOTE:

Section: Billing

This section allows you to change the billing category for this user.

Section: Timezone

Selecting the timezone you currently live in will make sure that all date and time information will be adjusted to your local time.

Update profile picture

A profile picture is a picture that represents you in Feng Office. You can upload a picture here at any time. If you already have one, you can exchange or delete your picture.

Create contact with user data

This command will create a contact based on your user profile. This contact and your user profile will be linked. It's a good practice to create a linked contact, since it gives you the opportunity to provide your complete address, phone numbers and so on. (For a better understanding please read Understanding the difference between users and contacts.)

Edit preferences

Preferences are global settings regarding the behaviour of Feng Office that can be controlled by each user individually.

Dashboard options

This section lets you control which widgets are visible on your dashboard and what they are displaying. For more details please refer to the Dashboard page.

PLEASE NOTE: Since widgets are related to specific modules a widget will remain invisible if the corresponding module has been deactivated by your Feng Office administrator even if you choose to show this widget in your account preferences. For example: If your administrator hides the “Notes” module, this will not only hide the “Notes” tab but the “Notes” widget on the dashboard as well.

PLEASE NOTE: The charts widget is not functional so far (as of Feng Office 1.4.1).2)

General options

This section covers some general preferences for your user account.

Task options

This section lets you set some preferences regarding tasks.

Calendar options

By default, the start of the week will be on Sundays, however, here you can choose whether to start the weeks on Mondays or not. You need to refresh to apply these changes.

You may also choose an option to show the week numbers or not on the monthly or weekly view. By default, this value is not to show them.

Email options

Here you will find a wide variety of options related to the Email settings.

Change password

You can change your password at any time. Your new password will not be visible but replaced by bullet points. To avoid typos you have to repeat your new password in the second input field.

Permissions

User permissions define which data a user is allowed to see and manipulate. They are divided into system permissions, clients & projects permissions, workspace permissions, and permissions for objects without classification.

For more information about permissions please refer to understanding user rights (section user level permissions).

1) To be confirmed.