User Settings

Section	Allows You to
Overview	View your profile details or change your password.
Email Settings	Configure email reminders for task due dates.
Localization Settings	Specify how region-specific data (date format, language, currency, etc.) is displayed throughout Umbria.
Manage Bookmarks	Rename or remove the matter links that display in the Subscriptions list on the Quick Actions screen.
Roles and Permissions	View your security roles and permissions in Umbria (for reference only).

Overview

Field	Description
Username	Your Umbria login.
Display	How your name is displayed within Umbria.
Password	Click to change your Umbria password.
Person Profile	Click to access your People Profile screen.

Note: If you would like to update your user name, display name, or profile, contact your Umbria administrator.

Email Settings

Umbria can automatically remind you of upcoming task deadlines via email.

Option	Description
Pending Tasks: I would like to receive an email about tasks approaching the deadline that I'm assigned to	Check this box to enable email reminders for task due dates. You need to select this checkbox in order to enable all other settings on this screen.
Remind me of tasks with deadline in following number of days?	Enter a number to indicate how close to the deadline you'd like to receive a reminder. For example, if you enter 7, your reminder emails will include all tasks with due dates within the next 7 days.
On which days email should be sent?	Select each day on which the reminder email should be sent.
At what time?	Enter the time of day you would like to receive the reminder.
Subscribed Budgets: I would like to receive an email about state of the budget for matters I'm subscribed to	Check this box to enable email reminders for matter budget updates you are subscribed to. You need to select this checkbox in order to enable all other settings on this screen.
On which days email should be sent?	Select each day on which the reminder email should be sent.
At what time?	Enter the time of day you would like to receive the reminder.
Subscribed Global Alerts:I would like to receive an email for global alerts.	Check this box to enable email reminders for global email alerts you are subscribed to. You need to select this checkbox in order to enable all other settings on this screen.
On which days email should be sent?	Select each day on which the reminder email should be sent.
At what time?	Enter the time of day you would like to receive the reminder.

Localization Settings

Determine what regional/cultural settings are applied within Umbria by clicking the Edit button. This launches an Edit Localization Strings pop-up, where you can select the following:

Field	Description
Formatting Culture	Select a country to determine the settings applied to data whose format may differ by region (e.g., dates, numbers with decimal or thousands separators, calendar selectors).
Resource Culture	Make a country/language selection to determine the language in which you want the Umbria screens to display.
Preferred Currency	Select the default currency you would like to see in Umbria.

Manage Bookmarks

The Manage Bookmarks screen shows a list of the matters that display under the Matters Tab >Subscriptions on the Favorites screen.

To change the way a certain matter link is labeled in the Subscriptions list, click the Edit link in the far right column of the list. Make any desired changes to the Bookmark Name and click Save.

To remove a bookmark, select the circle to the left of it, click Options, and select Remove selected.

Roles and Permissions

The Roles and Permissions screen displays a list of roles you have been assigned and/or a list of security groups you are a part of. Click a Role Name or Group Name to open a pop-up window that shows each individual permission granted to that role or group.

User Settings

Setting Pages