Configuring user information

You must configure some information about users, such as contact roles, email addresses, and offline content.

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.
Configuring accessibility requirements
In a user's profile, you can configure accessibility settings if the user requires screen readers. You can enable efficient navigation and change how charts are displayed.
Contact roles
Contact roles are used in the approval and the notification processes. A person can have more than one contact role. For example, the same person can have two contact roles: Legal and Contract Administrator. A contact role must be in active status to be used.

Parent topic: Administering user access and permissions