Portal Menus > User Menu > User Settings

User Settings

You can configure your personal preferences on the User page, which is accessible when you click Settings from the User Menu.

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.
Exchange Settings Synchronize your Microsoft Exchange contacts with Umbria.
LinkedIn Settings Synchronize your LinkedIn profile and connections with Umbria.
Matter Planning Preferences Determine how several fields default when requesting matter plans or creating budgets.
Templates Add customized budget templates that can be made available in Quick Action menu
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).
Since Inception Report Settings Configure options for Since Inception reports.
Personal Information You can add your personal information and emergency contact details.

Note: Depending on your permissions within Umbria, some sections may not be available.

Setting Pages

ClosedOverview
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.

ClosedEmail 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.
ClosedLocalization 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.
ClosedExchange Settings

Select the SyncExchangeContacts checkbox and click Save to sync contacts from your Microsoft Exchange account into the My Contacts section of Umbria's Experience and Relationships module.

ClosedLinkedIn Settings

Click the Login with LinkedIn and Sync Connections link to log into your LinkedIn account and import all your connections into the My Contacts section of Umbria's Experience and Relationships module.

ClosedMatter Planning Preferences

Configure options related to matter planning and budgeting. This determines how various fields default.

Request Matter Plan Wizard

Setting Options
Plan at
Matter level
Phase level
Type of budget to be used
Amount
Amount & Task Code
Hours
Hours & Task Code
Monitor Only
Task Code Monitor
Tasks
How do you want to perform planning
Fill out the minimum information on the form
Prefer to go through the details of planning in the budget
I usually work with
Opportunities
Existing Matters
I usually work with
Existing Clients
New Clients

Create Budget Wizard

Setting Options
Plan at
Matter level
Phase level
Type of budget to be used
Amount
Amount & Task Code
Hours
Hours & Task Code
Monitor Only
Procedures
Task Code Monitor
Show scope in budgeting wizard
Yes
No

Common Wizard Options

Setting Options
Show phase assumptions for multi-phase budget wizard
Yes
No

Template Selection for Phases, Tasks, and Activities

Setting Options
Use the following rule for selecting templates that are jurisdiction (e.g. country) specific?
Do not filter by country
Always use my home country
I work cross-border, use following countries. (Set further options in the Countries drop-down)
Do you use budget in different currencies?
Yes
No
Guidance on template selection?
Use matter type, sub-type, area of law and country to filter my template selection
Use templates and set experience data per my selection
ClosedTemplates

A list of configured budget templates displays. To create a new template, click the Add Template button in the upper right corner of the screen. To edit any template click the pencil icon on the far right column of the list.

The Template screen displays. Choose to complete either the Simple or the Advanced wizard by clicking the appropriate button in the top right corner of the screen.

  • Simple: in this mode, you create a budget selecting from all templates available in Umbria.
  • Advanced: in this mode, you can enter additional metadata that helps to determine which template can be selected.

Enter the following information, and click Next to proceed.

Field Description
How would you like to call this template?* Enter a name to identify the template in Umbria.
I would like to show this template in "Quick Actions" Select the checkbox if this template should be available as an option on the Quick Actions menu.
Add as a global template

Select the checkbox if this template should be available as a global template

Tip: You can show / hide the Global column on the Matter Templates & Models page for various users. Admin: Roles>Permission Group: Quick Menu> Can view global templates.
Which budget type would you like to use?*
Option Description
Hours Assign personnel and target hours and derive the budget amount based on this information.
Amount Enter a target amount for the matter as a whole, and then assign personnel/hours accordingly.
Tasks Build a budget by adding individual tasks at each phase and modifying the associated activities as necessary. Personnel assignments are made at the activity level.
Hours & Task Code Choose team members and determine the number of hours each team member will spend on each task. The budget amount calculates accordingly.
Amount & Task Code Enter a target amount for each task within each phase, which adds up to the budget total. Assign the personnel who will be performing each task to determine the hours required.
Advanced Mode Option Displays only if you are in Advanced mode.
Area of Law, Matter Type, Matter Subtype, Country, Client, Responsible Lawyer, Departments, Phase Codes Use the filters to narrow down available budget and team templates. Make the appropriate selections to drive what budget templates and team templates are available.
Pick one of the prepared budget templates Optionally select an existing template from the drop-down menu.
Pick one of the best practiced matters This drop down will have matters listed as enabled in Matter directory.
Team template Select the applicable team template from the drop-down menu.

Click the Finish button to save and exit the Template Wizard. Click the Delete button to delete the template.

ClosedManage 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.

ClosedRoles 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.

ClosedSince Inception Report Settings

Show Expenses: Select this checkbox to include expenses in the Since Inception reports.

Show Additional Discount: Select this checkbox to show additional discount in the Since Inception reports.

ClosedPersonal Information

The Personal Information screen displays your personal details and emergency contact numbers. Click Edit to add/update/delete details. Check the box for Share to display details on your personal information screen.

Last updated on August 05, 2019

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