Quick Guides

User Profile Settings
 
These settings display the user’s specific information and options. Here, you can see your user profiles, user name, e-mail and manage the following settings: 
  1. Time Zone: Choose the correct time zone for the application.

Guides:

  1. Show terms definitions: Choose whether to turn on or off the terms and definitions pop overs that appear in various parts of the application.
  2. Show Welcome Tour: Choose whether to turn on or off the Welcome Tour that is displayed when you login.
  3. Show Interactive Tutorials: Choose whether to turn on or off the interactive Tutorials notifications that are located in various sections of the application, such as Case.

Notifications:

  1. Receive Email Notifications: Choose whether to turn on or off e-mail notifications from every action in the application.
  2. Receive Slack Notifications: Choose whether to turn on or off slackbot “CASEE” notifications on case actions in the application.
  3. Receive Desktop Notifications: Choose whether to turn on or off windows desktop notifications on case actions in the application. 
To access these settings: 
  1. On any screen, navigate to the bottom left corner of the screen where your name is displayed.

Profile - Dashboard.png

  1. The display will transition, showing you a wrench icon (User settings) and a power icon (Log off). Select the wrench icon to access the user profile.
Profile - User.png
  1. Edit the settings to your needs.
  2. Click Save to apply the changes.