Your user profile
Your user profile contains a user profile page in WorkZone Client with a large amount of information and settings you can update and edit.
Note that access rights and user privileges are set up and defined in the Microsoft Active Directory by a system administrator for WorkZone users. Most if not all WorkZone users will not have sufficient rights to change these settings but you can edit your own information on your user profile page.
The user profile page
Your user profile page contains information and settings about you similar to the information registered on the contact detail page for other WorkZone contacts. In fact, you as a WorkZone user are registered in WorkZone as a contact of the type Employee.
You can update your own contact information and define user profile settings on your user profile page as well as view additional information such as which access codes are assigned to you, your delegates or if you are assigned to be a delegate for another user.
Open your user profile page
In the WorkZone Client, double-click your User ID and user name in the lower right corner of the web page to open your personal settings page. Your user name will displayed in the tab title and the page resembles a contact detail page.
Special detail tabs on your user profile page
In addition to the detail tabs for the contact detail page, your user profile page contains several special detail tabs that are only displayed on this page.
|
Name |
Description |
|---|---|
|
Actor sequences |
View a list of your actor sequences. You can add new sequences as well as remove or edit existing sequences on this tab. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. |
|
Delegates |
View a list of you delegates, meaning WorkZone users you have assigned as your delegate. You can add new delegates as well as remove or edit existing delegates on this tab. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. |
|
Delegate for |
View a list of WorkZone users you are a delegate for, meaning users who have assigned you as a delegate for them. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. |
|
Templates for advanced submissions |
View a list of templates for advanced submissions. You can add new templates for advanced submissions as well as remove or edit existing templates on this tab. You can also add, remove or edit process steps to the templates on this tab. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. Prerequisite: You must be assigned the STEPSUBMISSION access code to create, edit or delete templates for advanced submissions. |
|
My access codes |
You can view all access codes that are assigned to you. The tab is not displayed by default and must be added to the detail page, either manually or as part of a WorkZone configuration. |
|
Various custom contact types |
Custom contact types are collections of customized fields created by system administrators in WorkZone Configurator and made available to users in WorkZone. Custom contact types contain custom type fields, which can contain contact data, much like custom fields. Custom contact types are displayed by their name and the custom type field to be used to connect the custom type to the contact. Custom types can be manually added to the contact detail tabs by users or can be distributed as part of a configuration. |
Special fields and buttons on your user detail page
| Icon | Name | Description |
|---|---|---|
|
|
Logout |
This button is only displayed on the user detail page and only for WorkZone Cloud Edition. Press this button to log out of WorkZone. After you have been logged out of WorkZone, you can select your Microsoft account to log off your cloud session. |
