User management
From 1Archive help
Revision as of 10:52, 27 June 2017 by Nele.scherrens (talk | contribs)
Location: "My account"
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This page allows you to customize some of the behavior settings of 1Archive. The different options that are available:
My account
- Name: allows you to change your name.
- E-mail: allows you to change your e-mail address.
- User language: allows you to define the default language which should be used for 1Archive.
- Default view: allows you to select the page you find the most convenient to see when logging in.
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If you choose “Archive”, when logging on, it will reopen the subdivision you were on at closing. |
- Default view limit: allows you to define the limit of the number of documents you wish to see in your archive.
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3 months is preferable, this for performance reasons. |
- Hierarchical person: shows the person who is hierarchical above you and gets your reminders when you don't react in time. This is only shown when available.
- Button behavior: allows you to define what behavior the action buttons should have.
- Invoke button and close: perform the action the button needs to do and close the current opened document.
- Invoke button and open next document: perform the action the button needs to do and open the next document.
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Invoke button and open next document is preferable. |
- Skip confirmations: if checked, no extra confirmation will be asked when performing actions like booking, cancelling, ...
Accounts
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"Edit account": allows you to change your username to login and password.
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"Remove account": allows you to remove the login credentials.
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Caution: removing your account has the effect that you're not able to login anymore! |
Backup persons
The "Add" button allows you to define a backup person. This person will be able to process the documents that have been assigned to you in the period of your absence.
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This is only useful for approvers. |
Nomadesk
If you would like to see the files in your Nomadesk in 1Archive fill in following information:
- Username: your Nomadesk username.
- Password: your Nomadesk password.
- Name of the vault: the vault you would like to view.
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The list with vault names will automatically fill when entering a username and a password. |
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Make sure you have a folder "Onea" in your selected vault, otherwise you won't see any files! |
When all data is correctly entered, you will see your files in the "Nomadesk" tab.
Reminder settings
- Type of "New document" notification: the value for this parameter defines if you would like to receive e-mails regarding new documents or not. There are 3 different values to choose from:
- Per each new document: send an e-mail per new available document.
- Summary: send daily an e-mail with a summary of the different newly available documents.
- Never: never send an e-mail for newly available documents.
- Type of "Reminder" notification: the value for this parameter defines if you would like to receive e-mails regarding outstanding, unhandled documents. There are 2 different values to choose from:
- Summary: send daily a summary of the different reminders.
- Never: never send reminder e-mails.
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By default, reminders are sent. Only if you turn them off in the above setting, you don't receive them anymore. |