Configuring user profiles

You can access user profile records and configure preferences, such as default home page, user language, and time zone. You access user profiles in the Portfolio > People application. Users can define their own preferences by going to Portfolio > People > My Profile.

About this task

You can add, modify, or delete a value in any of the lists in the List Manager application on the preferences page.
Important: If you don't setup the time zone in your user profile and try creating an reservation through Outlook, you encounter an error message in the Perceptive app and cannot proceed further with the reservation process.

Procedure

  1. Go to Portfolio > People, and select the employee type.
  2. Select the employee record to open the portfolio preferences.
  3. Select the Profile tab, update the record, and save it.
  4. Activate the record.