User Profile & Preferences
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The user profile and preferences screen allows users to customize their Gruntify experience to best suit their needs. The screen is split into several tabs which each relate to a specific setting category.
You can access your own profile and preferences by clicking your user icon in the top-right corner and then selecting “My Profile & Preferences”.
Alternatively, you can view the profile and preferences of other users from the ‘Users’ screen by selecting the action menu and then clicking “View Profile”.
To view the ‘Users’ page and subsequently see other users' profiles, you must have the “Read Users” permission. By default, this is granted to Controllers and above.
To be able to edit (and not just view) other users' preferences, you must also have the “Update User Preferences” permission. This permission refers to updating other users' preferences, as every user can update their own. By default, this permission is not granted to any role. Create a Custom Role to use it.
Page Layout
The Profile & Preferences page consists of two main components, a profile card and the preferences tabs.
Profile Card
The profile card provides a summary of your user profile. This includes your profile photo, name, email, registration date, and the roles that you have in this Workspace.
If you wish to update your profile photo, you can do so by clicking the photo in the card and uploading a new image.
Preferences
The preferences section is split into tabs which each represent a specific setting category.
User Details
The user details tab allows you to update your details and perform common account-related actions.
If you wish to update any of your personal information, you can edit the fields as required and then click the ‘Save’ button at the bottom of the tab. The only detail which cannot yet be edited is your email address, as this is used to link your account to your authentication method of choice. After you save changes to your personal information, it will be synced to any other Workspace that you are a member of.
In the “Connected Accounts” section, you will see any third-party accounts which are connected for use as SSO login providers. At this stage, you cannot connect new accounts once your Gruntify account has been created.
If you are viewing another users' profile, the below sections will not appear.
The “Reset Password” section provides easy access to change the password associated with your account. Once you click the button, you will receive instructions via email on how to set a new password.
The “Delete Account” section provides easy access to the account deletion screen. Once you click the button, you will be redirected to a screen that explains more about the process. See this article for more information: Deleting Your Account.
Shortcuts
The shortcuts tab allows you to view and manage your personal shortcuts. These are only visible to you, and will appear in your shortcut lists for activation.
For more information about shortcuts and how to create them, visit this article: Shortcuts
Display
The display tab allows you to configure common settings for how information is displayed in the app.
Most of the above settings have Workspace-default equivalents that apply to new users. These defaults can be edited in Workspace Settings.
Additionally, note that the timezone selected in your user preferences can be different from the Workspace timezone. When this is the case, the app will attempt to display dates to you in your selected timezone, but features like Job scheduling will expect you to provide dates and times as per the Workspace timezone.
Maps
The maps tab allows you to configure your map preferences which apply on all map views.
You can choose to make any base map available in your Workspace the default for you. Then, where required, you can change the basemap on individual maps in the map options sidebar.
Additionally, you can use a combination of the map preview and the “Latitude” and “Longitude” fields to configure the default location and zoom level for maps. This default will apply for any map where there is not a particular point or feature in focus - such as the Request, Job, or Asset manager pages.
The default map location and zoom will not apply on mobile apps, as these will prefer to highlight your current location when there is no particular point or feature in focus.
Notifications
The notifications tab allows you to choose how and when you should receive notifications from Gruntify.
The “Delivery Method” field allows you to choose how you want to receive notifications - be it via email, push notification to your mobile device, or both. This field is only available if your Workspace has the Push Notifications addon enabled, and you have previously signed in to your account on a mobile device.
The “Channels” listed are all of the different notification types which can be sent. Which ones appear for you will vary depending on your Workspace plan - and new ones will be added as new features are developed. You can choose whether you would like to receive notifications of that type or not using the switch.
If you have not customized your notification settings before, the Workspace defaults set by your Workspace owners will apply.
Accreditations
The accreditations tab is a simple list of all Accreditations which you hold. To edit the Accreditations granted to you, or to change their expiry dates, head to the Accreditations page.
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