Personal Profile Options

Overview

To access the Profile page, click the user name in the upper right of the ResourceFirst window. The functions available on this page include:

• Upload profile image
• Reset password
• Manage Personal Views (views that you’ve created)
• Manage Personal Filters(filters that you’ve created)
• Manage Partition Views (views that you’ve shared with others in your partition)
• Delegating your rights temporarily to another user

“Manage” views and filters means delete and edit name.

The Purpose of the Reload Icon

If you have opened the Profile page and then subsequently create custom views or filters, they will not appear when you return to the Profile page.

Click the reload icon to load everything that is in the database which includes the new views or filters.

How To

Reset Password

To reset your password, click the Reset Password button at the upper right of the page.

Update Profile Image

Hover over the profile image and left click. (The cursor turns into the follow link shape. )

Manage Personal Views, Personal Filters, Partition Views

To delete a personal item, click the check box at the left of the row and click the Delete (trash can) icon.

Click in the View or Filter column to edit the name.

Add or Delete a Delegate

If you are going to be away temporarily and wish to assign someone else the same rights you have:

Click the Add (+ sign) icon under “Delegates.”

Enter the user name and expiration date.

Then click the Add button to add the delegation.

To delete a Delegate, click the check box at the right of the row and click the Delete (trash can) icon.