My User Page¶

Explore Your User Page¶

There are a number of effective tools and actions available on the page of your user profile, from configuring your personal profile to generating an API key for third-party applications. In particular, from the page of your user profile you can:

1. View your full name, avatar and system information such as status, login count, date and time of the last login.

   • The first status shows that your are granted rights to use the system. The second status is called an authentication status and shares the state of your password. As you can see your user page only when you are logged into the system, you will always see Enabled as the first status and Active as the second one. When an administrator views your page, they will able to see the values of your statuses.

     

   • You can also check which business unit owns your user record. Click on the owner name (e.g. Main) to open the page of the corresponding business unit. If you are logged into the organization with global access (i.e. technical organization that aggregates data from all organizations created in the system), then in brackets you will see the name of organization that owns the user.

     

   • You can also see who, how and when modified your profile by clicking Change History link.

   

2. Access user-level configuration options.

   In particular, you can set up localization, language, display settings, update email configuration details, provide MS Outlook integration and synchronization settings details, as well as configure customer-visible contact information in the storefront. Read more about the available settings in the relevant User-Level Configuration section of the documentation library.

3. Edit your user profile.

   To update the details of your profile, click Edit on the top right on the page. On the edit page, you can update your credentials, change the password, upload a new avatar, and update email details.

   

4. Perform actions available under the More Actions menu:

   • Send an email
   • Log a call
   • Assign an event
   • Edit management console menus
   • Assign tasks
   • Change your profile password
   • Reset your profile password
   

   Note

   Non-default buttons can be added to More Actions menu. If you see non-default buttons such as Add Task, Add Event or Add Attachment, please refer to the Activities guide for more information.

5. View your profile details aggregated under 3 sections: general information, activity and additional information.

   • In the General Information section, you can view the details of your profile, create an API key, and download the latest MS Outlook add-in.

     

   • In the Activity section, you can see the emails you sent and the calls you logged. If a user mentions you as a context for their activity, this activity also appears on the list. See the Activities topic for more information on activities available in OroCommerce.

     

   • In the Additional Information section, you can view and manage tasks and cases related to you. See the Activities topic for more information on activities available in OroCommerce.

     

Generate an API Key¶

When a third-party software requires an API key to integrate with your Oro application, you can generate it on the page of your profile.

1. Click on your user name on the top right of the screen.

2. Click My User.

3. In the General Information section, click Generate Key next to the API Key label.

   

4. Copy the generated key and use it where required.

Change Your Password¶

You can change your password to the OroCommerce application in 3 ways:

• When editing your user profile.
• Using the More Actions menu on your user profile page.
• By resetting it using the More Actions menu on your user profile page.

To change your password when editing your user profile:

1. Click on your user name on the top right of the screen.
2. Click My User.
3. On the page of your profile, click Edit.
4. In the Password section, provide the following information:
   • Password — Provide your current password.
   • New Password – Provide new password. It must be at least 8 characters long and include a lower case letter, an upper case letter, and a number
   • Repeat New Password – Confirm the new passport by typing it in once again.

5. Click Save. The new password will be sent to your primary email address.

To change your password via the More Actions menu:

1. Click on your user name on the top right of the screen.

2. Click My User.

3. On the page of your profile, click More Actions > Change Password.

   

4. Provide new passport in the corresponding field. Alternatively, click Suggest Password to generate a secure random password. To see/hide the entered password, click the Show / Hide icon next to the New password field.

5. Click Save. The new password will be sent to your primary email address.

To reset your password via the More Actions menu:

Only administrators can reset passwords.

1. Click on your user name on the top right of the screen.

2. Click My User.

3. On the page of your profile, click More Actions > Reset Password.

4. In the dialog box, click Reset. The password reset link will be sent to your (admin) primary email address.

   

Download MS Outlook Add-in¶

The Enterprise edition of your Oro application (CRM or Commerce) supports an out-of-the-box integration with MS Outlook (2010, 2013, 2016). To configure this integration between your Oro Enterprise application and MS Outlook, you need to download the MS Outlook add-in.

The link to the MS Outlook add-in is located in your Oro application instance on the page of your user profile.

To download the add-in:

1. Click My User below your username on the top right of the application screen.
2. Next to the MS Outlook Add-in option, click the link to download the file.
3. Open the downloaded file and start the installation process.

More information on how to setup MS Outlook Integration is available in the relevant MS Outlook Integration topic in the Oro documentation library.

Related Topics

• Activities
• Access Oro
• My Menus Configuration