Your User Settings is the information specific to your Momentus Enterprise user, including the name that displays in Momentus Enterprise and the Theme you use. Since user settings control access and settings in Momentus Enterprise, you may not have access to view or change the information. You may need to contact your system administrator for changes.
To update your user settings:
- Click the user name on the Global Navigation Bar.
- Select User Settings. The User Settings screen opens.
- Make the necessary updates. See User Management for detailed information on each field.
- Click OK.
User Settings Fields
The top section displays/configures the following:
- Display Name - User name that displays in Momentus Enterprise and on the Global Navigation Bar.
- Email - User's email address.
- Login ID - User's login ID.
- Initials - User's initials. Used with Activities.
- Retire - Do not check for new users. Retired users cannot log into Momentus Enterprise.
- ID - Unique alphanumeric value for the user.
- Organization - User's default organization. After the user logs into Momentus Enterprise, it defaults to the selected organization.
User Preferences & Defaults Tab
- Startup Favorite - Favorite to automatically open after the user logs into Momentus Enterprise. See Set Your Startup Screen for detailed instructions.
- Locale - Regional settings for the user to accommodate different date, time and numeric formats around the world.
- Theme - User's theme. This controls the fields on Momentus Enterprise screens.
- Visual Effects - Determines what visual effects the user sees in Momentus Enterprise, such as screen transitions.
- Let Momentus Enterprise Choose What's Best For My Computer - Visual effects are used in Momentus Enterprise. This currently works the same as selecting Adjust for Best Appearance.
- Adjust for Best Appearance - Visual effects are used in Momentus Enterprise.
- Adjust for Best Performance - Visual effects are not used in Momentus Enterprise.
- Always Use Default View - If checked, the user’s theme default view is used when opening pages in Momentus Enterprise.
- Working Directory - Default location when exporting reports and where documents are temporarily stored after they are opened in Momentus Enterprise.
- Dictionary - Dictionary for the user. The Momentus Enterprise screens display in the selected dictionary language.
- Color Scheme Mode - Color scheme for Momentus Enterprise.
- Email Send Process - Method for sending emails from Momentus Enterprise.
- User Type - Designates the user level and default user access.
Activity Notification section
This section allows for activity notifications, if used:
- Email - If checked, the user receives activity notifications via email. See Activity Email Notification Templates for more information.
- Momentus Enterprise - If checked, the user receives activity notifications in Enterprise. Notifications display to the left of the user name on the Global Navigation Bar.
- Lead Time - The difference (in minutes) between an activity's due date and the time when the user needs to receive the notification.
- Frequency - How often (in seconds) Momentus Enterprise checks to send activity notifications. Minimum time is 600 seconds.
Dashboards Tab
- This tab allows you to assigns specific Dashboards to a user. Access the Manage Dashboards window by clicking the
icon.
Access and Security Tab
- v30 Access - If checked, the user can access web-based Momentus Enterprise.
- Phone/Mobile Access - If checked, the user can access Momentus Enterprise Mobile. This requires the purchase of Momentus Enterprise Mobile.
- Access Level - Maximum access level for the user. Momentus Enterprise uses the access level when you assign roles to a user. This prevents a user from being inadvertently assigned a role with more access than the user should have.
- Activation Status - Current user status.
- Active - User password is set up and the user can sign in.
- Inactive - User is no longer active and cannot sign in.
- Password Change Required - If the user attempts to sign in, the user is prompted with a password change dialog and cannot proceed until the user completes the password change process.
- Reset Password - Not applicable.
- Click the Manage button in the Roles section to assign roles to the user. See Role Management for more information.
- Click the Manage button in the Organizations section to assign organizations to the user.
Access Privileges Tab
See Access Privileges for information about the Access Privilege tab.
Comments
11 comments
If you have more than one organization and you have a different theme for each organization, how do you set the user settings to change when you open the second organization?
0 upvotes
Sherri,
Because these are system-wide settings, the only way to do this is to manually go back in to the User Settings and change the theme when logging into the second organization.
Thanks,
Carrie
0 upvotes
There are 2 checkboxes for which I am unsure of their purpose
Can you explain what these are for? Many thanks
Please also clarify behaviour of email.
If a user has an activity and the 'email' box is check, will they will get both an email and an activity notification in the system?
If the 'email' box is NOT checked and they have an activity, will they get an email if they are not logged into the system?
0 upvotes
Hi Theresa,
The Locked checkbox shows if the user account has been locked. If you check this box, you have locked the user account and they cannot log into the system.
The Hold checkbox is for informational purposes only and doesn't have any effect elsewhere in the system. Sometimes people use it when creating new user accounts to denote that it's not ready to be used but it does not prevent login.
I'm going to have my CRM experts get back to you on the activity notification questions so stay tuned!
Thanks,
Maggie
0 upvotes
Hi Theresa,
If a user has an activity and the 'Email Recipient Now' box is checked, they will receive an email and an activity notification in the system. If the 'Email Recipient Now' box is not checked they will not receive an email but will still receive an activity notification. I hope this helps.
Ryan
Quality Assurance
0 upvotes
Ryan, not sure if you understood my query - the behaviour you explain is what I expect if I am sending an activity.
My query is regarding the settings within the 'user'
I don't want users to get emails AND activities all the time, however, if there is an activity and they are not logged into Ungerboeck, I want them to get an email.
As I understood, if you checked 'email' within the user setting, this would be the behaviour - an email would send only if not logged in?
0 upvotes
Hi Theresa,
Thank you for clarifying. My apologies for not understanding your question before.
If you have both 'Email' and 'Ungerboeck' checked and the user is logged into the system then it will favor Ungerboeck notifications. When the user is logged out of the system it will favor email. If this is not the current behavior you are experiencing please submit a case so our Development team can review and fix the problem.
Thanks,
Ryan
0 upvotes
I have a user in the US that has their date format set as the UK format (DD/MM/YY) how can I change this user date settings to US format (MM/DD/YY)?
0 upvotes
Hi Steven,
Here's an article that walks through how to update the user's date format:
https://supportcenter.ungerboeck.com/hc/en-us/articles/204554778
Thanks,
Maggie
0 upvotes
In V30, is there a way to specify which display is default?
0 upvotes
Hi Gavin,
Right now, v30 defaults to Classic display. I don't believe there's any way for an administrator to change this currently.
Thanks,
John
0 upvotes
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