Preferences

Preferencers allows you to adjust the layout of the Enterprise home page. An Enterprise Account Administrator has the ability to allow access and visibility to this for all users to configure their own timeout period. If this icon is not visible, contact your Administrator to grant access by editing your user information.

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To adjust your preferences on your Enterprise home page:

  • Click Preferences.
  • Enable/disable any of the available options:
    • Summary - System Summary
    • Summary - Scheduled Call Backs
    • Summary - Company Notes marked for follow-up
    • Alerts
    • Events Pending Approval
    • Scheduled Exports
    • My Workflows
    • My Service Tickets
    • My Account Activity
    • Accruals
  • Adjust your timeout period (Max 500 minutes)
  • Click Save when finished.

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