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Administration
User Information
The User Information configuration tab provides the ability to configure the view displayed on the User Information tab in the portal. Configuration options include updating the text displayed in the portal, updating the tab name, and the ability to choose which user properties to display and allow to be edited in the portal, and override the default column name. The User Information tab displays a portal user’s properties (e.g. Name, Title, Location, etc.), and can allow for the user to edit their properties if configured.
Page Text
From the User Information configuration tab, you can update the text displayed in the portal. To update:
- Enter text in the Page Text text box
- Use the placeholder buttons to add variables for User asset properties to the text box (e.g. Name) to personalize the tab for each portal user
- Click the Update button to save your changes. Navigate to another page to cancel your changes.
NOTE: Each tab must be updated individually. Updating from a different tab without first updating the User Information configuration tab will result in the loss of your changes. - The view of the User Information tab in the portal is shown below:
Tab Name
From the User Information configuration tab, you can update the tab name displayed in the portal. To update:
- Enter the tab name in the Tab Name text box
- Click the Update button to save your changes. Navigate to another page to cancel your changes.
NOTE: Each tab must be updated individually. Updating from a different tab without first updating the User Information configuration tab will result in the loss of your changes.
User Properties
From the User Information configuration tab, you can configure which user properties to display and allow to be edited in the portal, and override the default column name. To configure:
- Choose what user columns are visible in the portal by selecting Yes from the Visible drop down
- Choose what user columns are editable in the portal by selecting Yes from the Allow Changes drop down
- Override the default column name displayed in the portal by entering a name in the Column Label text box
- Click the Update button to save your changes. Navigate to another page to cancel your changes.
NOTE: Each tab must be updated individually. Updating from a different tab without first updating the User Information configuration tab will result in the loss of your changes. - The view of the User Information tab in the portal is shown below. Fields that cannot be changed are grayed out.