My Profile

The My Profile page provides users with all of the information and tools centric to their account.  Here a user can perform a number of actions that include updating their details, resetting their password or reviewing their security privileges.

Details

This section displays basic contact information and local preferences of the user.  These can be modified by the user themselves or by administrative users.

Latest Activities

This displays a historical log of all complete activities associated with the user sorted by the most recently modified.  Options are provided to filter the results by Meetings, Notes or Tasks, etc

Leaderboard Ranking

This shows the users current ranking on the Weekly, Monthly and Overall Leaderboards.  A users leaderboard ranking is calculated based on their accumulation of XP points over the period shown.

 Overall Statistics

The Overall Statistics panel shows a users current level, points tally and a progression bar toward achieving their next level.

General

The “General” level is a system wide accumulation of points from all actions in the system.  Points awarded for all actions in the system, including bonus points awarded for Category level ups and Badges count toward a users General level.  The General points value is a users overall XP tally.

Sales

Some actions in the system award points to the Sales category.  Sales points accumulate causing a user to level up in this category when they reach predefined totals.  A progress bar displays a user’s progression toward the next level.  Each time a user completes a Sales level they are rewarded with bonus points that count toward their General Points tally.  Actions that award sales points include:

New Business

Some actions in the system award points to the New Business category.  New Business points accumulate causing a user to level up in this category when they reach predefined totals.  A progress bar displays a user’s progression toward the next level.  Each time a user completes a New Business level they are rewarded with bonus points that count toward their General Points tally.  Actions that award New Business points include:

  • Creating an Account
  • Converting a Lead
  • Creating a Lead

Account Management

Some actions in the system award points to the Account Management category.  Account Management points accumulate causing a user to level up in this category when they reach predefined totals.  A progress bar displays a user’s progression toward the next level.  Each time a user completes an Account Management level they are rewarded with bonus points that count toward their General Points tally.  Actions that award Account Management points include:

  • Updating an Account
  • Creating new Contacts
  • Updating Contacts

Time Management

Some actions in the system award points to the Time Management category.  Time Management points accumulate causing a user to level up in this category when they reach predefined totals.  A progress bar displays a user’s progression toward the next level.  Each time a user completes a Time Management level they are rewarded with bonus points that count toward their General Points tally.  Actions that award Time Management points include:

  • Creating Tasks
  • Updating Tasks
  • Completing tasks

Communication

Some actions in the system award points to the Communication category.  Communication points accumulate causing a user to level up in this category when they reach predefined totals.  A progress bar displays a user’s progression toward the next level.  Each time a user completes a Communication level they are rewarded with bonus points that count toward their General Points tally.  Actions that award Communication points include:

  • Archiving an email
  • Creating a Meeting
  • Creating a Note
  • Creating a Conversation

Achievements

The achievements section displays all badges collected by the user.  Hovering over the badge provides an indicator of how the badge was achieved.

Over time some badges upgrade and become more prestigious.  Each time a badge upgrades itself the number in the green circle increments by one.

Edit Button

Clicking the edit button allows the user to modify their contact information and local settings.  Standard users will not be able to modify the following fields:

For security reasons only Admin users can modify a users Role or Status.

Audit Trail Button

The Audit trail button provides the user with a history of changes made to the record.  In this case it will show events such as password resets and changes to their personal information along with information of who made that change and when.

Change Password Button

This button allows users and administrators can reset a users password

Configuration Button

The configuration section allows the user to adjust their preferences for some areas of the system.  The options here will likely increase over time currently the user only has the following options:

  • List page size
  • Sublist page size
  • Hide welcome page

Security Button

This screen provides an overview of the users permissions and security group assignment.

Groups

Shows all Groups associated to the user

Group Rights

Shows a cumulative list of Allow or Deny abilities for all possible actions within the system

Group Policies

This section shows information about security policies affecting the user including password strength and expiry policies.

Group Module Permissions

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Leave a Comment

  • Douglas Taylor

    How can a user reset their own password “self-service” style? If they forget their login password then its a phone call to super to reset it, or have I missed something?