Set Preferences

If you have access to more than one application accessible through the Sign In Portal, you can specify a preferred organization, application, organization unit, and accessibility preferences. When preferences are set, your preferred organization and application will be automatically launched when user credentials are entered on the Sign In Portal.

  1. Note: The Accessibility Preference setting described below applies to selected PeopleFluent applications. It does not apply to all features of RMS or VMS, or to PeopleFluent implementations of Business Intelligence.

To set preferences

  1. Go to Global Header > My Account.

  2. Click Set Preferences button on the navigation panel. Panels are displayed based on the user's access permissions.

  3. The Preferred Application allows users with access to multiple organizations and applications to select the organization and application to launch when user credentials are entered on the Sign In Portal.

  1. Select an Organization from the drop-down list. If you do not have access to multiple organizations, the field will be displayed as text only.

  2. Select an Application from the drop-down list. Applications associated with the organization to which you have access will be displayed for selection. If you have access to only one application, this field will be displayed as text only.

  1. From the Set Preferred Organization Unit panel select an 'Organization' and 'Organization Unit'.
  1. If you do not have access to multiple organizations or organization units, the field will be displayed as text only. In PeopleFluent applications, client data is assigned to specific organizations and organization units. When you sign in, the Organization Key you initially enter with your credentials determines which organization you will access. Most PeopleFluent users only have access to a single organization. Within each organization, client data can be subdivided into organization units depending on the client's configuration.

  1. From the Accessibility Preference panel select the Use Accessible Site option if you are accessing a preferred application using an assisted reader tool.

  1. Click Save to save your selections.

Additional Information

About the My Account Page

Change Password

Change Locale Settings

Change Secret Question / Answer

View License Agreements

Some functions described in these files are dependent on assigned permissions and may not be available to all users.

 

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