User Settings

How to use User Settings in Enate Dialogue

Let’s have a look at how to use User Settings in Enate.

Open your user dropdown and click your name or picture to bring up your User Settings.

In the top section you can select your preferred language, your Timezone, and your date & time patterns. Enate supports a number of languages – choose one from the dropdown and your interface and labels will switch to that language after you hit ‘Save’. You can also add, update or delete your profile picture here too.

In the Email Signature section, set up the content you want to appear at the bottom of any emails you send out from Enate. Set 'Include my signature in the outgoing emails' to on, if you want this to show. Once it's saved, whenever you are composing a new email in any work item it will bring in your signature at the footer.

Below this, you'll find your other personalisation options to control various warning & suggestion popups, and importantly here is where you can set whether you want links you click on to open in your current browser tab or in a new one.

After that there’s your password reset section. If you want to change it, enter your current password, then your new one twice, and click Save. You'll be taken back to the login page to log in again.

There’s a slider control to let you set how long you’re able to cancel the sending of an outgoing email. Set your desired delay on your outgoing emails, to give you time to cancel before they go.

Further down are your Notification Settings. Here you choose which of your work items you want to be notified about, such as items in your Work Inbox or in your Queues, and which events you want notified for, like a work item being assigned to you, going overdue, or having new information added. You can expand each of these for more fine-grained control of how you get notifications for each event.

Back in the toolbar dropdown, be aware that you can also see useful external links to things like Enate’s Online Help and training Academy site. You’ll also find the log out link here, to log you out of the system at any time.

Clicking on the user dropdown will show the following dropdown:

User Info

Clicking on your name or picture will bring up User Settings. Here you can select your preferred language, add a profile picture, change your password and select the date and time.

Language

Enate currently supports the following languages:

• British English

• US English

• Spanish

• Portuguese (Brazilian)

• Romanian

• Hungarian

• Polish

• Russian

• French

• German

If you choose a non-English language, the UI and labels will be changed to the selected language. If your system admin has configured translation for Case/Ticket/Action in these languages, then all Case/Ticket/Action information will also appear in given language, see here for more information.

Profile Picture

Clicking ‘Edit Profile Picture’ will bring up picture control to pick up new image from your machine. Clicking the edit button will allow you to navigate to select picture. You can also delete the existing picture via the delete button.

Personalised Email Signature

Enate’s Email Signature feature allows you to configure your own signature for outgoing emails. You can use the Email Signature section to define the signature content to be sent in outgoing emails which you write.

Note: The configured email signature will only be included with the outgoing emails if the ‘Include my signature in the outgoing emails’ checkbox at the foot of this section is checked.

After you have created a signature, clicking on any of the links to bring up the ‘compose new email’ section in any work item will display the configured email signature at the bottom of the email body.

How do I setup my Signature Dialogue

Let’s have a look at setting your signature for sending emails from Enate.

Logged in to Work Manager, open your user dropdown and click to access User Settings.

In the Email Signature section, define the content you want to appear at the bottom of your outgoing emails. You can use the formatting toolbar to help with this.

Your signature will only go out on your emails if you set the 'Include my signature in the outgoing emails' to ON in the section below.

Once you’ve finished creating your email signature remember to hit Save to keep your changes. Now, when you create a new email, you’ll see this signature at the bottom of the email body.

While you're setting up your signature, keep an eye on the signature file size value shown on screen. If this goes over 200 Kilobytes this will show in red, and you'll be asked to reduce it. If you’ve added a large image, you can either swap in one with a smaller file size or click the ‘Optimise’ button to compress it. Optimising won't change your image dimensions.

Once your signature size is under the limit, save your changes.

If your signature is still over 200KB, you'll see a reminder message whenever you go to write an email from a work item, with a link back to this settings page. You can still send your emails as normal while using a larger signature, but you’re encouraged to keep that smaller if you can. This reminder may also appear as soon as you log into Work Manager, until your signature is optimised.

Change your password

If you wish to reset your password, enter your old and desired new password here, and then click the Save button. After a successful password reset, you will be redirected to the login page to log back in with your new password.

Other System Personalisation Options

• The 'Include my signature in outgoing emails' option lets you choose whether or not to include your personalised signature in the emails you send.

• 'Don't show create contact popup' lets you choose whether you want to get a Create Contact popup every time you communicate with a contact that isn't already in the system.

• The 'Don't show new information warning' option lets you choose whether or not you wish to be notified every time you update a work item and you have not clicked on the new information icon to see the latest changes to the work item.

• 'Don't show Global user warning' lets you choose whether or not you want to be notified every time you add a global user (i.e. an user who is not linked to a specific company) to a work item.

• IF Plus Addressing is enabled in your system to help with matching of emails to work items, then the 'Don't show Check Details warning' option lets you choose whether or not you want to be warned every time you are sending an email to more than one address that is already connected to an Enate mailbox and you have not clicked to view the details for each work item that is being created/linked via that email address.

• IF Plus Addressing is enabled in your system to help with matching of emails to work items, then the 'Don't show 'Remove Route Address' warning' option lets you choose whether or not you want to be warned every time you decide to remove an email address when sending an email to more than one address that is already connected to an Enate mailbox.

• The 'Open links in new browser tab' option lets you decide how you would like the links you click on in Enate Work Manager to open - either in a new, dedicated browser tab or in your current browser tab. By default, this option is set to OFF, meaning that when you click on a link the new content displays in your current browser tab. If you'd prefer that the links you click on open in new, different browser tabs, switch this option to ON and save your change. Now when you click on links, you'll see that a new dedicated browser tab will open up to show that content.

Logging Out

Clicking on the Logout link will end your Enate session and take you back to the login screen.

Forgotten Password

If you’ve forgotten your password you can reset this from the logon page by clicking on the ‘Forgot password’ link:

Enter your username in the resulting screen.

If your username is associated with an email address then you will receive an email with a link to reset your password.

Whenever your password is reset via this method, you will receive an email confirming this.

Undo Send

The Undo Send setting lets you add a time delay to when your emails will be sent, giving you the opportunity to cancel sending an email, or reviewing an email before it gets sent, click here fore more information.

You can set an Undo Send time by moving the slider along to the desired setting.

Notification Settings

Enate's Notifications keep you up to date on what's happening with any Tickets, Actions and Cases you're interested in to keep you in the loop at all times. You've got lots of flexibility with how you receive notifications, in terms of which items you follow, what events you're notified about for them and how they're delivered to you.

This is where you can choose which notifications you want to receive and how.

In addition to choosing to follow an individual work item, you can also use the notifications settings page to specify more generally which notifications you want to automatically receive. There are two parts to this:

• First, you specify which work items you want to receive, e.g. item's in your own Work Inbox.

• Further to this, you specify which events about those work items you want to be notified about.

See below for details ..

Which Items to notify me about - Scope

You can choose to receive notifications for work items in you Work Inbox and/or for work items in your Queues.

Work Item Type	Detail	Notes
My Work Inbox	You will receive notifications for work items that are in your Work Inbox i.e. work items that are assigned to you.	This is switched on by default for all users.
My Queues	You will receive notifications for work items that are in Queues that you are in and/or manage.	This option is switched on by default for Team Leaders.

Which Events to notify me about

In addition to this, you need to choose which events you want to be notified about for these Work Items.

The options are as follows:

Type of Notification	Detail	Notes
New Information Received	New information (Email/Notes/Self Service Note) has been received on the work item	Users subscribed to receive notifications for a work item related to this (e.g. Case/Actions or the child/parent of a split Ticket) will also receive the notification.
Work Item Assigned to Me	Assigned user of a work item has changed to me
New Work Item into Queue	Assigned Queue of a work item has changed to a Queue that I am in and/or manage
New File/Link Added	New file/link has been added to the work item
Due Date 'At Risk' Reminder	Due date of the work item is deemed to be at risk. This is calculated by subtracting the expected time for the work item to take with an additional 30 minutes from the due date/time.	E.g. if the work item is due to be completed at 17.00 and the time expected to complete the work item is 1 hour, the Due Date 'At Risk' Reminder will be sent at 15.30. Note that this notification will not be sent if: the work item is in a state of Draft the work item is in a state of In Progress and assigned to a user the work item is in a state of Waiting AND its due date has been configured with the option 'Add Wait Time To Due Date' Anyone subscribed to receive notifications for the parent of this work item (if there is one) will also receive this notification.
Work Item is Overdue	The due date of the work item has been missed and it is now overdue.
Action Rejected	A robot has actively rejected an Action, or repeatedly failed to process it.
Case Needs Attention	A Case has encountered a problem and requires intervention before it can proceed.
Peer Review Changes	The peer review of an Action has been marked as 'Passed', 'Failed', or 'Unable to be Completed'.	Note that in order to receive this notification, users must: be in the Queue that this Action belongs to (or manage it), AND be subscribed to receive notifications about this Action (being subscribed to the Case is not enough), AND have the setting to receive notifications from 'My Queues' switched on. Additionally, the person who completed the peer review will not receive the notification.

Note that you will only ever receive one notification about the same event for a work item.

How to notify me - different types of Notifications

For each event you subscribe to, you will automatically get notified in Work Manager in the Notifications Centre (via the Notifications icon in the header bar) - with a counter showing the number of unread notifications. However you can additionally choose if you also want to be notified by email and/or by browser pop-up.

Useful Links

There are three useful navigation links:

1. Enate Homepage – This is the Enate Company website. Here you can see latest resources, industry insight and product release info.

2. Enate Academy – Here you can sign up for different Enate learning courses in English, Spanish and Portuguese languages.

3. Enate Help – This is a link to Enate's Work Manager help files.