Modify User Preferences

Purpose

Preferences is the location where the start page can be set up, default document upload location, default rows per page, default quick search, and the ability to change the user password.

There are three methods of updating preferences:

1. When logged into the desired account, using the menu under the User ID.
   • This is referred to as My Preferences.
   • This does not require access to the Control Panel.
2. When modifying a user account as an Administrator.

Both screens have similar functionality and will be discussed below.

• Default Start Page: Allows the configuration of what page the user begins on when they login to VisualVault.
• Document Upload Defaults: Default folder where the user usually uploads documents. Users are not restricted to this folder for uploading documents.
• Default Grid Settings: Number of rows that every page will display by default.
• Default Quick Search: Default search is used when the user utilizes quick search.
• Change Password: Area where database user’s passwords can be changed. This is only available on My Preferences.

Modify Personal Preferences (My Preferences)

To modify personal preferences:

1. When logged in, hover over the User ID in the upper right-hand corner of VisualVault and select My Preferences.
   
2. On the page that appears, modify preferences as desired and when finished, use the Save button.  

Modify Other Users' Preferences as an Administrator

To modify other users' preferences:

1. Hover over the user information in the upper right-hand corner of the window and select Control Panel.
   
2. Select the Admin Tools Tab.
   
3. Select Users.  
   
4. Under the User ID column, select the user who should be updated.
   
5. Select the Preferences tab.  
   
6. Modify the information as desired and use the Save button to commit changes.