Exercise - Personalize user options

  • 20 minutes

Scenario

You want to personalize your user options to automatically use the USRT legal entity when you sign in to finance and operations apps. You also want to change the color theme to green, and set the initial page to Employee self-service, and assign SMTP for the email provider.

Instructions

  1. Go to Settings > User options in top menu of the finance and operations home page.
  2. In the Color theme field, select Green.
  3. In the Size field, select Compressed.
  4. Select the Preferences tab.
  5. In the Company field, type 'usrt' and press the Tab key.
  6. In the Initial page field, select Employee self service.
  7. Select the Account tab.
  8. In the Email provider ID field, confirm the selection SMTP.
  9. Select the Workflow tab.
  10. Select Yes in the Send notifications in email field.
  11. Expand the Delegation section.
  12. Select Add.
  13. In the Scope field, select 'Workflow'.
  14. In the Name field, enter or select a workflow.
  15. In the Delegate field, select ALICIA.
  16. In the Start date/time field, set the date and time to 09/01/2023.
  17. In the End date/time field, set the date and time to 12/01/2023.
  18. Select Save.
  19. Close the page.