Within your settings you are able to configure an out of office, set up a signature, and also set a delegate who will receive your emails and notifications when your out of office is switched on.
Accessing your settings
In the top righthand corner, click on your name and a dropdown will appear, click on settings. Once in the settings page, any changes that you make you will need to click save at the bottom of the page.
Options you can choose
Your username is usually set to your email address, but you can update it. It must be between 6 and 50 characters in length and must be unique across all users on the portal.
You can add a telephone number. If populated this will appear in your default message signature and will be visible to any contacts.
You can add a mobile number. This is used for SMS authentication if enabled.
You can choose between password only and two-factor email authentication. If you enable two-factor authentication you will be asked to enter a verification code each time you log in to the portal.
If you have access to more than one dashboard (for example, the HR Toolkit and the standard dashboard). You can choose which you would prefer to have as your home screen option.
You can upload a profile picture to your account. Drag and drop an image into the upload area or click on select an image to upload to browse for an image file. When you upload an image, it will be saved immediately. You can delete your profile picture by clicking on the dustbin icon next to the image. This image will be used on a client's homepage within their welcome section against your contact details.
Setting up delegates
You have the ability to set a delegate who will receive messages and notifications when your out of office is set. The options within the dropdown are pre-set depending on your hierarchy type and manager. These options are set within your user details and are controlled by your admin user.
Message signature and email notifications
You can override the default message signature with a custom signature. This will be displayed in each new message and reply you send in the message centre.
There is basic formatting, and you can cut and paste from another email signature.
You can select/deselect 2 types of emails notifications.
Setting an out of office and a time range
By setting an out of office, an [out of office] will show next to your name within the recipient dropdown field in the message centre. Tick enable out of office status, this will stay active until you untick enable out of office status.
Alternatively, you can set a specific time range for the out of office to show. You can select dates by using the calendar and the time by using the dropdowns, or you can type directly into the time range field. When you have set the required period, click apply. Your out of office will then automatically switch on and off.
Setting an out of office message
You can set a message to be shown during the out of office period. This message will appear below any reply message boxes, and under the subject heading within a new message. This out of office can be used to advise who the user should select as a recipient and that a chosen delegate will receive notifications for any emails that are sent to you while your out of office is on.
If you do not enter any text in the message box, the out of office message will show an empty red box for any user trying to send you a message.
