Table of Contents
Purpose
There's a lot you can do with your user settings in Aspire! The User Settings screen allows you to:
see what information has been set for your employee user account,
update your password and profile picture,
know your assigned user roles,
sync your external email and calendar to your Aspire account
customize your home screen,
and more!
🧠 In this article, we'll walk you through how to navigate to and setup your user settings!
Where Are My User Settings?
To get to the User Settings screen, click on your Profile Icon and then User Settings in the blue side menu.
The User Settings window then appears.
Next, let's break down these fields and sections in the User Settings screen. We will tell you what you as an Aspire user can set vs. what is set for you after a System Administrator create your user account.
Upload New Photo
Uploading a photo into the User Settings can help identify you to System Administrators, and your photo can be useful when working with layout reports provided by Aspire.
You can can set your account photo by clicking Upload New Photo or take one with the camera icon.
📌 Note: Taking a photo with the camera icon might require you to allow Aspire to access to use your camera from your browser. Make sure your browser settings do not prevent this action if you plan to use this feature.
After an image file is added, this is what the icon looks like:
📌 Note: The uploaded image can also pull into certain layout reports, which are currently:
Opportunity Proposal Layout (for Sales Representatives or Account Owners)
Employee Weekly Time Card (for the Employee's Contact).
To get this image added to a custom layout, a power user would need to submit a layout request to AspireCare.
Contact Name and Contact Signature
The Contact Name in User Settings pulls from the First Name and Last Name fields on your contact record. It is read only in the User Settings section.
The pen icon in this field allows the employee to provide a Contact Signature (electronic signature). Click the Pen icon.
The Contact Signature window appears. You can sign this field and Save. This is saved in the Contact section in User Settings.
📌 Note: This field can also be used in your company layouts, which can be helpful when sending proposals to your customers. It's important that Sales Representative employees fill out this section to make sure these layouts display their signature. If you use the Aspire provided layout reports like the Aspire Samples, and Aspire Default Layouts, these are already set up to display the Sales Representative Signatures from this section.
PIN
The PIN is usually entered by the person that sets up the your Contact record, but also can be set up or reset by you on the User Settings screen. Your PIN must be unique.
Entering the PIN allows you access to Aspire, instead of having to enter your email and password, for a quicker log in experience.
Password and Verify Password
The Password and Verify Password fields are also fields that can be updated by you, but is usually entered by the person that sets up your Contact record.
The password listed here is used to gain access to your Aspire account, instead of using the PIN to log in to Aspire.
Using this way to log in also will require the your email and Company Code.
Roles
Your role is connected to specific permissions and functions inside of Aspire. This is read only information in User Settings, but it is usually assigned by the System Admin that sets up your Contact record.
Here is an example of the current user role(s) set for an employee:
⚠️ If you need these to be changed, contact your System Administrator. They must have access to Administration and User Management in Aspire. They would also need the System Administration permission plus Manage User Roles permission.
Email Signature
Do you send emails through Aspire? Then, you should use the Email Signature Box to enter a digital signature that will be added to your emails!
The Email Signature box works together with the Sync feature also in the User Settings screen, which will be discussed next.
This box is called a Rich Text Editor (RTE), and is available to be edited by you in User Settings.
Set your Email Signature that automatically ends your emails with your company’s branding, logos, links, font or contact information when sending emails through Aspire.
Sync Section
Syncing allows you to set up a connection with your external email and calendar provider to Aspire. Also, you can choose to share your calendar with other employees using Aspire.
Syncing Your Email and Calendar
🧠 To learn what settings are best for you, and how to fill out the above fields, read our article Syncing Your Email and Calendar to Aspire!
Calendar Privacy
If a Calendar is successfully synced in Aspire, there is an option to display this publicly or privately to other employees using Aspire.
Choose a Calendar Privacy setting.
The Public calendar privacy setting makes your calendar visible to all company members in the Calendar module in Aspire and includes appointment details.
The Private calendar privacy setting makes appointment details visible only to those within the company that the calendar is shared with when they are viewing the Calendar module in Aspire.
If selecting Private, a drop down appears called Shared with User(s).
The names that the calendar is shared with will display in the Shared With User(s) field once they are selected from the drop down. These users will be the only ones to see appointment details.
If the calendar is not shared with anyone, other employees will only be able to view a block of time without appointment details.
Customizations Section
Customizations decide what your Home Screen looks like when you log in to Aspire.
You have the option to organize these in the way that works best for you. Customizations can be edited entirely by you.
There are 3 fields that can be set, because the Aspire Dashboard Home Screen is broken down into 3 columns.
Sometimes, the empty field is chosen for one of the columns if you don't need to review data or don't have that data just yet.
Here is an example of what they look like when they are set.
Save your User Settings, and then go to the Home Screen to review your column set up in action.
Dashboard Screen Column #1 is the first column on the left that displays the To Do List, Recent Activity, and Customer Issues.
Dashboard Screen Column #2 displays Metrics.
Dashboard Screen Column #3 displays KPI and Insight Data.
These columns display a view to show what we chose in Customizations within User Settings.
If you have the role permission called View Customer Issues Insight, you will be able to see Issue Insight data on your Home Screen Dashboard.
Issue Insights can also be found on individual property records in the Properties module.
💡 Tip: Consider your company's policies on what the standard views should be for making your own.
Advanced Search List Settings
The Advanced Search List checkboxes help with how modules that use Displays and Filters in Aspire are viewed.
The Advanced Search List checkboxes allow the employee to control these settings themselves.
These are settings that affect individual accounts.
Advanced Search List Show Group Header
The Advanced Search List Show Group Header controls how grouping looks when using Displays in Aspire.
We will use the Properties module as an example in this section to review the differences and help identify if using these options will be helpful for your employees.
With the Advanced Search List Show Group Header checkbox unchecked, this is what a search list header looks like:
When this box is checked on, you will see what groups are being used on your current list.
In this example, this list is being grouped by Company Name.
If interested in learning more, review our article Using Grouping On Your Lists for more information on what the grouping feature can do!
Advanced Search List Show Filter Header
The Advanced Search List Show Filter Header checkbox allows you to see what filters are applied to any list without having to view the filters within the filter icon.
When this box is unchecked, you will have to review your filters inside of your lists to confirm what is being shown on the screen.
When this box is checked, it will automatically show on the list in the new Filter header field.
In this example, the Filter Header shows that a filter of only active Properties are in our list.
If interested in learning more, review our article Using Filter Fields on Lists for more information on what the grouping feature can do!
🧠 Aspire suggests checking both checkboxes so you can use the full power of the Advanced Search List Headers!
Now that you have reviewed all your user settings, it's now time to click Save in the upper right corner.
Continue to experiment with settings to best help you or your company get the most out of Aspire!
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