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System Configuration for User

In OroCRM, you can configure available system settings on four configuration levels: system, organization, website, and user.

On user level, there is a number of options that you can configure specifically for your application instance, but which will not affect system-wide or organization-wide configuration. Here, for instance, you can update the contact information of the primary assigned sales representative, or change your email configuration settings.

Important

User-level configuration settings can fall back to organization settings. For this, select the Use Organization check box next to the selected option. To go back to the default user-level settings, click Reset on the top right.

Two categories of settings are available for configuration at user level:

  • System Configuration (General Setup, Integrations)
  • Commerce (Sales)

More information about the options available for each of the two categories is available below.

Update Localization Options

In the Localization section, you can configure the following localization and map related options:

Localization options available on the user level

Localization options

Field Description
Locale Select the default locale for the user. Numbers, addresses, names and dates will be formatted according to the selected locale.
Primary Location Select the country which will be considered the user’s primary location. The addresses the user sees on the interface will be formatted according to the rules of this country.
Format Address Per Country When this option is selected, addresses will be formatted according to the rules of their countries. Otherwise, the primary location formatting will be applied.
Timezone Select the timezone for the user location. All dates and times will be displayed according to the specified timezone.

Map options

Field Description
Temperature Unit Select the temperature unit. This settings will be applied for weather on map.
Wind Speed Unit Select the wind speed unit.

Update Language Settings

In the Language section, you can select the default language for the interface:

Selecting default languages in the language settings menu on the user level

Languages

Field Description
Default Language Select the default language for the interface.

Update Display Settings

In the Display section, you can configure the following display options:

Settings menu options available on the user level

User bar

Field Description
Show Recent Emails

Select this check box to display the recent emails on the user bar (they will appear next to the user name).

A recent emails icon displayed on the user bar

WYSIWYG settings

Field Description
Enable WYSIWYG Editor

Select this check box to enable text formatting tools for emails, notes and comments.

A formatting tool bar that enables editing a text for emails, notes, and comments

Data Grid settings

Field Description
Items Per Page By Default Select how many records will appear on one page of record grids.
Lock Headers In Grids Select this check box to ensure that headers of a record grid will stay visible while you scroll.
Record Pagination

Select this check box to enable the user navigate to the previous or next grid record from a record view page.

A record pagination sample
Record Pagination Limit Type the maximum number of records that the user can navigate from a record view page.

Navigation bar

Field Description
Position Select whether the OroCRM main menu will be positioned at the top of the page or on its left.

Activity lists

Field Description
Sort By Field Select whether to sort activity records by the date when they were created or by the date when they were updated for the last time.
Sort Direction Select whether to sort records in the ascending or descending direction.
Items Per Page By Default Select how many records will appear on one page of the activity grids.

Sidebar settings

Field Description
Enable Right Sidebar Select Yes to enable the user to see and utilize the right sidebar.
Enable Right Sidebar Select Yes to enable the user to see and utilize the right sidebar.

Reports settings

Field Description
Display SQL In Reports And Segments Select this check box to enable the user to review the SQL request sent to the system for a report or a segment.
A sample of the enabled display SQL field

Update Email Configuration Options

In the Email Configuration section, you can configure the following email related options:

Email configuration options available on the user level

Signature

Field Description
Signature Content Type the signature to be appended to the user’s emails.
Append Signature To Email Body Select whether the signature must be appended automatically or manually.

Email synchronization settings

Field Description
Enable IMAP Select this check box to enable the IMAP synchronization of the user’s remote mailbox with their OroCRM mailbox. Additional fields that alow you to configure IMAP settings will appear.
IMAP Host Available only when Enable IMAP is selected. Enter a host name of your IMAP server, e.g. imap.gmail.com.
IMAP Port Available only when Enable IMAP is selected. Enter a port that IMAP uses, e.g. 993.
Encryption Available only when Enable IMAP is selected. Select the type of encryption: SSL or TLS.
Enable SMTP Select this check box to enable the SMTP synchronization of the user’s remote mailbox with their OroCRM mailbox. Additional fields that alow you to configure SMTP settings will appear.
SMTP Host Available only when Enable SMTP is selected. Enter a host name of your SMTP server, e.g. imap.gmail.com.
SMTP Port Available only when Enable SMTP is selected. Enter a port that SMTP uses, e.g. 993.
Encryption Available only when Enable SMTP is selected. Select the type of encryption: SSL or TLS.
User Enter a username used to access mailbox on the configured server. For example, for Gmail, an email address server as a username: alanwise@gmail.com
Password Enter the password to a user’s mailbox.
Click Check Connection/Retrieve Folders to check whether the specified synchronization settings are correct and to retrieve the current folder structure of the user’s remote mailbox.

Email Threads

Field Description
Display Email Conversations As Select whether to visually group original emails with replies to them or show all emails separately.
Display Email Conversations In Activity Lists As Select whether to visually group original emails with replies to them in the Activities sections of the record view pages or show all emails separately.

Reply

Field Description
Default Reply Button

Select which button will be default for replying to emails: Reply or Reply All. Other button will continue be available in the Reply menu, it will just not be on the top of the list.

Selecting the default button for replying to emails

Update Contact Information

In Oro applications, you can configure the contact information visible to the customers on the storefront.

In the Customer Visible Contact Info list in your user configuration settings, you can see the options that are enabled and selected in Available User Options on the system, website or organization levels.

Selecting customer visible contact info in the contacts menu on the user configuration level

More information on how to configure the contact information visible to the customers of your store, please refer to the Configure Sales Representative Information topic of the OroCommerce Configuration guide and the contact information configuration sample.

Related Topics

Browse maintained versions:3.01.122.02.32.6

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