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Overview

The Settings page in Timeline allows users to customise their Yellowfin experience. A user can come here to update their profile, manage their password, and define the way they interact with the system.

User Profile

These settings allow the user to customise the way they are seen in the system, personalising their profile for other users to view.

Option

Description

Profile Image

Upload an image file to use as your profile. This will be displayed on your timeline and next to any posts or comments you make. The image will be displayed as 250px by 250px, and during the upload process you will be able to define a section of the image to use.

First Name

Here you can update your First Name displayed through the system.

Last Name

Here you can update your Last Name displayed through the system.

Email

Update your email address used for broadcasts and email notifications.

Job Title

Define your Job Title, for display on your user timeline. This field is optional.

Description

Add a description of yourself, displayed on your user timeline. This field is optional.

Interests

Select tags applied to content in the system that are relevant to you. Content will be suggested to you based on these selections. This field is optional.

See User Profile for more information.

Password

This section allows the user to update their password.
Note: this option is only available to users with the appropriate role permissions, defined by an Administator. If this option is not displayed, the user will have to contact and Admin to change their password.

Current Password

Enter your current password, used to log in to the system.

New Password

Enter the new password you wish to use to log in to the system.

Repeat New Password

Enter your new password a second time to confirm there were no typing errors.

Notification & Privacy

These settings allow the user to define who can access and interact with components of their timeline, as well as adjusting notifications.

Comment Notification

Enable/Disable email notification of comments.

User Connections

Define which users are able to view your profile and connect to your timeline.
Public: all users are able to view and connect to your timeline.
Private: users may request to connect to your timeline. You must approve a request in order for the user to connect to you.

Timeline Visibility

Define which users are able to view your timeline.
Public: all users are able to view your timeline. Standard content security still applies, so users will not be able to see events based on content they do not have permission to access.
Private: your timeline events are restricted to users that are connected to you. Your profile image and information is still visible to all users.

Messages

Define which users are able to post messages on your timeline.
Public: all users are able to post on your timeline.
Private: only people that are connected to you are able to post messages on your timeline.

Display Preferences

These settings allow the user to define how the system is displayed when they log in, customising the layout and other options to suit their requirements.

Entry Page

Select the page you wish to view when you first log in to the system. The options are: Dashboard, Browse Page, and Timeline

Draft Content List

Define the max number of items displayed in your Draft Content list. The default is 5.

Recent Content List

Define the max number of items displayed in your Recent Content list. The default is 5.

Dashboard Width

Define the width of your dashboard.
Default: this uses the default width defined by the System Administrator.
Custom: define a width as either pixels or % of window size.

Browse Columns

Define the max number of columns displayed on the Browse page. If your window size does not accommodate the number defined it will be reduced to fit.
Default: this uses the default number defined by the System Administrator.
Custom: define the number of columns.

Animated Charts

Define if the user wishes to see or disable Chart Generation Animation.

Regional Settings

These settings allow the user to customise the way content in the system is displayed based on their location and language.

Time Zone

Allows the user to define their time zone, if different to the time zone configured by an Administrator.
Timezones are used with the timezone converter in reports, as well as scheduling in the system.

Preferred Language

Allows the user to select their preferred language, from a list defined by an Administrator, to display translated content in.
Note: this is only available when Content Translation is enabled.

Preferred CJK Font

Allows the user to select their preferred CJK font. This is used for correct character display in content exports of PDF or RTF format. Content types include report, dashboard, and reports in storyboard.

Date Format

Allows the user to select their preferred date format, if different from the system default. For example, date display in reports and filters.

Group Membership

This section lists all User Groups a user belongs to.

 

 

 

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