TOPS [ONE] Version 4.2.3.7
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TOPS [ONE]- User Settings Overview
Description
As a TOPS [ONE] user, you can manage your information, photo and email signature in your profile. You can also see only your activity in the feed and you can add Tasks or Comments (Notes) to your profile.
Step By Step
1. Go to the user's page
Search their name in the search box - Look for User Name
Click Admin > Users > Select the user
2. This will open up the user page.
3. To make edits to the page, click the Action button on the top right, and click Edit User.
4. You will be able to edit all the fields provided, and you'll be able to add a signature as well.
Easily deactivate a user by disabling the Active User toggle.
User Role Manually edit the User role
Community List Move the user to another, existing community list.
(Normally, switching the user roles and community list would be done in the Admin Section)
Signature You can use the merge code for Email Signature on all your template letters and your signature will also auto-populate when creating communications in TOPS [ONE].
5. Click Save on the top right when you're finished.