Path: File > Personal Info
The Personal Info window is a convenient way for the person who is logged in to review or change information about their record such as Email address and default window settings.
Individual Users can use the Personal Info window to add or change some settings if their WebTMA System Administrator has granted permission.
The Personal Info / Identity Tab is used frequently to change a password if the logged-in user has this permission.
Preferences Tab
Some of the Preferences set by the WebTMA System Administrator from User Management are available for the individual to change on this Tab depending on the modules used by your organization.
When the Preferences on this Tab are changed, the User record in User Management is changed to match the user's choices.
Defaults Tab
Individuals can set their own defaults for certain fields on a window-by-window basis. Additions made to this window are added to the Admin > User Management > Records / Defaults Tab. However, if the WebTMA System Administrator had added a Default from User Management, it will override settings from the Personal Info / Defaults Tab.
After a User or Technician logs in to WebTMA, he or she can specify the default value for some windows. The options available are different based on the window selected.
If a Global Default for Technicians is set, WebTMA completes the Technician field automatically. The Global Technician default applies to the same windows available for selection in Admin > User Management > Records / Defaults Tab.
Want to Know More?
Visit the WebTMA Help Page