Entering User Information

Your user information is initially based on the information that you provide when requesting access to XFRACAS, or the information entered by the system administrator when giving you access to the system. You can view or change this information by choosing Options > Settings > User Information.

Note that your user information is applied system-wide and is not entity-specific.

At minimum, you must supply a first name, last name and e-mail address. You must also specify a default entity, which is the entity that is selected by default as the current entity when you first access the system. The entity for subsequent screens is based on either the last screen or the entity of the record that you are viewing.

If desired, you can click the Edit icon, , to add an image that will be associated with your user account. This image will appear instead of the generic user icon in the system, such as beside private announcements in the Portal.

To save your changes, choose Options > User Information > Save.