Click the hamburger icon in the upper right corner of the user interface to open the user menu:
User Account
There are many configuration options available to users once logged into the system. They can be viewed and managed on the user profile and preferences pages.
User Profile
Click your username to open your user user profile page:
The current user personal data is given on the OVERVIEW panel, while teams and roles details are displayed on the TEAMS AND ACCESS CONTROL panel.
Click the Edit button to make changes on these two panels in the editing page that opens:
Click the Save button to apply the changes or Cancel to abort them.
If there is no
Editbutton on your user profile page, please, contact the administrator.
On the user profile page, click the Access button to view your current permissions within the AtroCore system on the scope and field levels in the pop-up window that appears:
Access rights are modified by the administrator only.
Click the actions button to see the list of actions available for the currently open entity:
If there are less options in your actions menu, please, contact the administrator.
To remove the current user, click the Remove option and confirm your decision in the pop-up that appears. Use the Duplicate option from the same menu to go to the user creation page and get all the values of your current user record copied in the empty fields of the new user record to be created.
You can also manage your team and access control, if you have the corresponding permissions.
At the bottom of the screen you will see your personal activity stream:
You can manage the types of activity to be displayed here in the corresponding actions menu:
Recent updates and comments about certain entity records are displayed on the activity stream panel, making it an excellent way to keep track of the changes in AtroCore.
You can also create a post in the corresponding message box right on the STREAM panel:
Self-posted messages can be edited and removed via the corresponding options of the common single-record actions menu:
To learn more about the stream and its features, please, refer to the corresponding article within this user guide.
Managing user password
There are two options available for a user without administrator rights in the PIM:
- Change password - change the password with entering the current password
- Reset password - receive a link to reset your password by email. The option is available if the SMTP server is configured in the system.
Please note that after using the Reset Password option, you will be automatically logged out of your account and your old password will no longer be valid.
When using the "Reset password" option or changing the password (only if your environment has enabled additional validation, which involves changing the password by confirming the email - you can enable this option in the config file), the user receives an email with the corresponding link. The template for this email is stored in the Email Templates entity and can be edited by the user.
If you want to change the template for password reset, click Administration/Email Templates and select template "Password Reset".
On the page that opens, you can change the subject and body of the email. Click Save button for the changes to be applied. In the same way, you can make changes to the password change template.
To change your user password, select the corresponding option in the actions drop-down menu and complete the operation on the "Change Password" page:
A user with admin rights can also change or reset passwords of other users.
If you forget your password, it can be recovered using the Forgot Password? link on the AtroCore login page.
If necessary, you can set the required password complexity in the instance settings (minimum number of characters, required characters, etc.). To do this, go to Administration / Settings and set the required value in field Password Regex Pattern in Security panel.
In the template example above, the password must be at least 8 characters long, contain capital letters and special characters.
In field Password expiration period (in days), you can set the password validity period. When the period expires, users will be automatically logged out of their accounts and will receive an email notification with a link to the password change.
User Preferences
If you want to edit your user preferences, select the Preferences option from the user drop-down menu or use the Preferences button on the user profile page and make the desired changes on the "General" or "User interface" panels of the current user page.
To reset preferences to default, please click the Reset to default button.
User Interface Settings
Select the Custom Tab List checkbox to enable a custom navigation menu. Using the Add button select the entities to be linked to your custom navigation menu.
Dashboard layout and dashlet settings are also available for editing on the USER INTERFACE panel:
The same options are available on the AtroCore starting page:
Click the editing button and enter a name for your dashboard in the corresponding field of the "Edit dashboard" pop-up and hit Enter:
Click the Save button to finish creating the new dashboard. Use the same pencil button if you wish to rename or remove the existing dashboards.
Using the + button add as many dashlets as you need. The added dashlets can be resized using the double-headed arrow in the bottom right corner of each dashlet. Click Edit to modify the added dashlets, if needed.
To rearrange your dashboard view, drag-and-drop the dashlets right on the USER INTERFACE panel:
Alternatively, you can customize your dashboard view in the same way on the AtroCore starting page.