Your User Profile

Modified on Tue, 3 Mar at 1:16 AM

My Profile

Viewing the My Profile page allows you to see your User Profile and set your Preferences. You will also be able to see your User Role and Rights as well as the Business Rules which you have been assigned. These Rights and Business Rules dictate what you can do in the application and how your Reservations will be managed. If you have certain Rights, you will be able to manage your own User Profile as well as Change Your Password on the My Profile page.

To access the My Profile page, click on your name in the upper right corner or the page and select the My Profile Link.

Details

From the Details page, you can customize your profile by adding additional contact information, a preferred name, and a photo. You can also set your preferred location from your profile. Contact your System Admin with any questions about what Rights you have been granted.

Roles & Rights

Your system administrator has placed you in one of the following User Roles:

Registered User
Community manager
Manager

Each of these User Roles has been assigned a set of Rights. These Rights dictate what you can do in the application. If you have any questions about your Role or the Rights you have been assigned, please contact your System Administrator.

If you have either of the following Rights, you will be able to make changes on the Role & Rights page:

The Right to MANAGE OWN USER ROLE will allow you to change your User Role.
The Right to MANAGE OWN USER RIGHTS will allow you to change your Rights.

Business Rules

Your organization will create business rules for how each User interacts with the Forum.

If you have the Right to MANAGE OWN BUSINESS RULES then you will be able to make changes on the Business Rules page. If you have any questions about the Business Rules you have been assigned, please contact your System Administrator.

Preferences

Preferences allow you to have control over your profile Reservation Preferences like Location and Asset Category. These will default to your search when you login to Forum. You will also control what email notifications you will receive from Forum under the Preferences selection of your profile.

Preferences allow you to preset search criteria including location, preferred type of asset, and search result preferences.

You can also control your preferences for notification emails received from Forum. By default, all notification emails are turned on.

Change Your Password

If you have the Right to MANAGE YOUR OWN PASSWORD you will be able to change your password directly from the My Profile page; you will need to know your existing password, however, a caveat to this would be when using SAML credentials to log in.

To request a Password Reset or for additional assistance with Passwords, please contact your System Administrator.

My Reservations & Requests

From the My Reservations & Requests page, you can view all current and previous reservations.

To access the My Reservations & Requests page, click on your name in the upper right corner or the page and select the My Reservations & Requests Link.

Active Reservations

You can view and search all active reservations from this page. Active reservations include upcoming reservations and reservation currently happening. To locate specific reservations, you can use the search bar or use filters to narrow down your search.

Delegate Reservations

Delegate Reservations includes all reservations that you have made for your delegates. These reservations can also be searched using the search bar or filtered to narrow down results.

Draft Reservations

Draft Reservations includes all reservations that have been saved but have not been submitted. These reservations can also be searched using the search bar or filtered to narrow down results.

Pending Requests

The Pending Requests page includes all reservations awaiting approval. Like, Active Reservations and the Draft Reservations, these reservations can also be searched using the search bar or filtered to narrow down results.

Completed Reservations

From the Completed Reservations page, you can access all your completed reservations and search for specific reservations using the search bar and filter features.

Copying Previous Reservations

You can recreate a previous reservation using the Copy feature. By Copying a previous reservation, you retain features of the previous reservation except for date and time.

When you click “COPY”, a new window opens allowing you to make any changes needed to the new reservation, select the new date, and time, and submit the reservation. The reservation will only be submitted if the asset is available at the selected .