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Managing End-User Profiles#

This document explains how end users can manage their portal account profiles, or account attributes. This document provides the following sections:

• Introduction to End-User Account Attributes

• Editing Public Information

• Editing Display Preferences

• Editing Contact Information
• Editing Web Site Addresses

Introduction to End-User Account Attributes#

End users can view settings for their profiles, their public pages, and their private pages, and they can edit many of the settings. To do this, they employ the My Account pages, which displays all of their account attributes, those that end users can set and those that the portal administrator controls.

Each My Account page uses tab strips to group end-user attributes in an organized manner. To navigate from one group of attributes to another, end users click the tabs.

This section explains how to perform the following tasks:

• To Access Account Preferences

• To View End-User Roles

• To Change Your Password
• To Leave the My Accounts Page

To Access Account Preferences#

End users go to the My Account pages to view their attributes. The My Account pages allow end users to manage portal account attributes that the portal administrator does not set. These attributes include information about the end user and how pages are displayed.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Select the tab for the preferences you want to view.

• To display information about yourself, click the Profile tab.
• To display preferences about pages that other portal users can view, click the Public Pages tab.
• To display preferences about pages that only you can view, click the Private Pages tab.

3. Select your next action.

• To view other preferences, select another My Account tab.
• To view your home page, click the Return to Full Page link.
• To log off, click the Sign Out link.

To View End-User Roles#

The portal administrator assigns at least one role or function to an end user when extending permission to access the portal to the end user. The end user can view what these roles are. The end user cannot change the roles assigned. Only the administrator can change end-user roles

1. Click the My Account link at the top of the page.

The My Account page appears.

2. In the second tab strip, select the tab for the role you want to view.

• To view user role assignments, click the Regular Roles tab.
• To view community role assignments, click the Community Roles tab.
• To view organization role assignments, click the Organization Roles tab.

Note - To change your role or to add a new role, contact your portal administrator.

To Change Your Password#

You can use the My Account page to change the password you use to log in to the portal.

Before You Begin

Select a new password that conforms to the security standards of your site.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Password tab.

3. In the Password text field, type your new password.

The Password field uses an asterisk as the masking or echo character.

4. In the Enter Again text field, type your new password again.

The Enter Again field uses an asterisk as the masking or echo character.

To Leave the My Accounts Page#

1. Select which page you want to see.

• To go to your home page, click the Return to full page link or the Home link.
• To change your page attributes, click the Manage Pages link.
• To view another tab, click that tab.
• To log out of the portal, click the Sign out link.

Editing Public Information#

End users can change the information that friends, or other end users, can see about them. This section explains how to perform the following tasks:

• To Update Public Information

• To Display Your Portrait

To Update Public Information#

You can use the My Account page to update information in your profile, which provides personal information that other portal users can view if you are defined as one of the friends.

Before You Begin

Review which attributes you want to change, and have the new information ready.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Change the attributes that describe who you are.

• In the Screen Name text field, type your name.
• In the Birthday scroll bars, select your date of birth.
• In the First Name text field, type your first name.
• In the Middle Name text field, type your middle name.
• In the Last Name text field, type your last name.
• In the Job Title text field, type your job title.

3. Complete your changes.

• To change your profile and return to the My Account page, click the Save button.
• To return to the My Account page without changing your profile, click the Cancel button or the Back tab.

To Display Your Portrait#

You can use the My Account page to display a portrait of yourself. This portrait also appears in the Friends Widget when other portal users select you as a friend. When your account is set up, a placeholder graphic is displayed on your My Account page until you replace it.

Your portrait can be a photograph, a drawing, or another graphic.

Before You Begin

The format of your user portrait must be .gif or .jpg. The file must be 120 pixels tall and 100 pixels wide. Make sure that you know where the file you want to display is stored.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Change link under the portrait graphic.

The User Portrait tab appears.

3. In the text field, provide the directory path and file name of the graphic file.

4. Complete your changes.

• To change to your portrait and return to the My Account page, click the Save button.
• To return to the My Account page without changing your portrait, click the Cancel button or the Back tab.

Editing Display Preferences#

End users can select their preferred language, set their time zone, and revise the Welcome greeting. This section explains how to perform the following tasks:

• To Change Preferred Language

• To Set the Time Zone

• To Change the Greeting

To Change Preferred Language#

You can choose to view your portal in another language, if your site supports other languages.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Display tab in the second tab strip on the My Account page.

3. From the Language scrollbar, select the language you want.

To Set the Time Zone#

You can set the clock to whatever time zone you want to use.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Display tab in the second tab strip on the My Account page.

3. From the Time Zone scrollbar, select the time zone you use.

To Change the Greeting#

The title area contains a greeting for each end user. The default wording is Welcome First Name-Last Name! You can change the wording.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Display tab in the second tab strip on the My Account page.

3. In the Greeting text field, type the greeting that you want displayed on your portal.

Editing Contact Information#

End users can store contact information in their user profile and use the entries for quick reference. This section explains how to perform the following tasks:

• To Add an Email Address

• To Change an Email Address

• To Add a Phone Number

• To Add a Physical Location

• To Update a Short Message Service ID

• To Update an Instant Message ID

• To Route Alerts and Announcements

To Add an Email Address#

You can use the My Account page to change the email address you provide in your profile, or you can add email addresses to your profile. You can indicate how each address is used, to guide people who send email messages to you.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Email tab.

3. Click the Add button.

a. In the Address text field, type an email address.

b. Select a Type.

c. To use this email address as your primary address, select the Primary check box.

4. Complete your changes.

• To add the email address to your profile and return to the My Account page, click the Save button.
• To return to the My Account page without adding an email address, click the Cancel button.
• To return to the My Account page without adding an email address, click the Back tab.

To Change an Email Address#

You can use the My Account page to change or remove email addresses that you use regularly.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Email tab.

3. Select the email address you want to remove, and click the Actions button.

4. Complete your changes.

• To update the email address or remove the email address from your profile and to return to the My Account page, click the Save button.
• To return to the My Account page without changing the email address, click the Cancel button or the Back tab.

To Add a Phone Number#

You can store frequently used phone numbers in your profile.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Phone Number tab.

3. Provide the information about the telephone number.

a. In the Number text field, type the telephone number.

b. In the Extension text field, type the telephone extension.

c. From the scrollbar, select the phone number type.

The type describes what the number is used for.

4. Complete your changes.

• To add this phone number to your profile and return to the My Account page, click the Save button.
• To return to the My Account page without adding this phone number, click the Cancel button or the Back tab.

To Add a Physical Location#

You can use the My Account page to list physical addresses in your profile. You can indicate how you use each address.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Addresses tab.

3. Click the Add button.

a. In the text fields, type your physical address.

b. Select a Type.

c. To set this location as your primary address, select the Primary check box.

4. Complete your changes.

• To add the physical address to your profile and return to the My Account page, click the Save button.
• To return to the My Account page without adding a physical address, click the Cancel button or the Back tab.

To Update a Short Message Service ID#

If you use a short message service (SMS) for sending and receiving mobile text messages, you can record the ID in your profile.

Before You Begin

Make sure that you know the short message service ID that you want to provide in your profile.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the SMS Messenger ID tab.

3. In the SMS text field, type the ID for your short message service.

4. Complete your changes.

• To add the SMS Messenger ID to your profile and return to the My Account page, click the Save button.
• To return to the My Account page without adding this SMS Messenger ID, click the Cancel button or the Back tab.

To Update an Instant Message ID#

If you use instant message services for sending and receiving text messages online, you can record your instant message IDs in your profile.

Before You Begin

Make sure that you know the IDs for the instant message services you want to provide in your profile.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Instant Messenger IDs tab.

3. Locate your instant messenger service and in the text field, type the ID for your service.

4. Complete your changes.[Remark 8 Writer: No Save or Cancel function is available. Is this function active?]

• To add the instant messenger ID to your profile and return to the My Account page, click the Save button.
• To return to the My Account page without adding this instant messenger ID, click the Cancel button or the Back tab.

To Route Alerts and Announcements#

You can specify how to receive alerts and announcements. Choices include delivery to your email account, your short message service, and your web site.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Alerts and Announcements tab.

3. To set your delivery preference for each type of alert and announcement, select the check box for the option.

Editing Web Site Addresses#

You can display a list of URLs for web sites that you own or use regularly. This section explains how to perform the following tasks:

• To Add a Web Site
• To Remove a Web Site

To Add a Web Site#

You can use the My Account page to record frequently used web sites in your profile. You can indicate the purpose of each web site.

Before You Begin

Make sure that you have the full and correct URL available.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Website tab.

3. Click the Add button.

a. In the URL text field, type the web site address.

For example: http://www.domain-name.com

b. Select a Type.

• Blog for a site that presents your blog.
• Business for a site that presents work information.
• Other for a site that presents information that is not defined.
• Personal for a site that presents personal information.

c. To set this web site as your primary web site, select the Primary check box.

4. Complete your changes.

• To add the web site to your profile and return to the My Account page, click the Save button.
• To return to the My Account page without changing your profile, click the Cancel button or the Back tab.

To Remove a Web Site#

You can use the My Account page to remove web sites from your profile.

Before You Begin

Make sure that you know the URL for the web site that you want to delete.

1. Click the My Account link at the top of the page.

The My Account page appears.

2. Click the Website tab.

3. Click the Action button.