My Profile and Settings
This chapter explains how to manage the My profile and settings feature, which individuals can use to review and manage information about themselves.
Key Concepts
In general, individuals can use the My profile and settings feature to do the following:
Review and edit information on record for themselves in the ERP system and JICS.
Turn desktop notifications on and off for their accounts.
Reset their passwords.
Tailor the details that will be displayed about him or her to other portal users, both in the My Info card and in certain other places in the portal.
Feature Basics
The My Profile and settings feature is different from other features in the sense that it is not manually added to pages. Rather, each user can access their own My profile and settings feature from the user menu.
Part of the purpose of the My profile and Settings feature is to determine what type of information will appear in the My Info card, which is a small window that any logged-in user can open to display information about another user. An individual’s My Info card can be displayed from many parts of the portal.
Essentially, when a username is displayed anywhere in the portal, each name is accompanied by a blue information i icon
.
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When you click the i icon, the system displays a My Info card for that person.
Whenever a user edits their address or legal name on the My profile and settings page, JICS will immediately communicate those changes to the ERP so that the changes can be reviewed and approved on the Process Internet Submission screen in the ERP.
To alert the appropriate person that such a change is ready for review in the ERP, you can have JICS send an email notification to an address of your choosing. The settings for doing so are found on the ERP settings screen in Site Manager.
To enable email notifications for updates to personal information:
Log in to JICS as someone with administrative privileges.
Click the user icon and select Site Manager from the drop-down menu.
The system displays the Site Manager screen, with the Site settings tab selected.
Click the ERP settings tab.
Click the Notify on update button to display Yes.
That section of the screen expands to reveal the fields of the email template the system will use to send the email notification.
Complete the email template fields as you see fit. Required fields are indicated by a red asterisk. On-screen instructions explain how to use dynamic components in the Message field.
Click Save.
To test your email template, click Send a test email.
On the Site settings page in Site Manager, an optional setting enables you to specify a link that will be used in place of the existing My Profile page. You can use this setting to specify a link to a custom form, Jenzabar One (J1), or another browser-based product. The My Profile custom link: (Optional) field appears above the Save button near the bottom of the Site settings screen.
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Note
A sample URL (https://sample-url.com) appears in gray font in this field as an example to follow, but it is not an actual value.
The value entered in this field must be a URL. If no value is entered (which is the default state), and the field is left blank, then nothing changes. If a URL is entered and saved, then the changes are made, and the link is available. To access the link that was entered in the My Profile custom link: (Optional) field, use the following steps:
Click the user icon on the top right and select My profile & settings on the drop-down list.
Click the About me drop-down arrow to expand that section.
The Other personal information section displays the link to the URL.

Click the personal information update link.
The site associated with the URL appears.


