Setting User Profile Options

The following tables describe user profile options that may be available to you, based on your privileges and product-access level.

To change user profile options, click the user icon, and then select Settings.

This section describes options on these pages:

General Options

Available to all users.

Option Description
Display Image (Avatar) Select a JPG, PNG, and GIF file display in work items. For example, the image is shown in the social view item feed or next to notes you add to an item. For best results, select a square image that is not larger than 100 KB.
Full Name Change your display name as needed. This setting does not impact your login ID, which is determined by your administrator.
Phone Optionally, provide a phone number.
Password Settings When you change your password, you are prompted to first provide your existing password. For details about rules for creating passwords, contact your administrator.
E-mail Provide at least one e-mail address where you will receive notifications and messages sent to you from other users. E-mail addresses are also used to verify e-mail submissions.

Separate multiple addresses with a semi-colon. The first address is used as your "from" address.

E-mail Aliases Provide e-mail aliases if you use an external e-mail client to submit items or attach messages to items as notes. E-mail addresses are also used to verify e-mail submissions.

E-mail messages are never sent to the provided aliases; they are used solely for verification.

E-mail Notification CC-Users Provide SBM user IDs or names for users who should receive carbon copies of your e-mail notifications. Members of your e-mail CC list only receive carbon copies of notification messages, not e-mail messages sent from work items.

Display Options

Option Description
Attachments Select to show attachments to a work item. Attachments can be files, URLs, and links to other items.
Items Per Page Specify the number of work items you want shown in search and report results list.

The maximum number of items allowed per page is determined by your administrator.

Restore Saved Form Data Select one of these options for handling data if you navigate away from a form that you updated without saving:
  • Always

    Restores data without prompting you.

  • Never

    Data is never restored.

  • Prompt

    You are prompted to restore data when you return to a form that you started updating.

Notification Polling Interval Specify the amount of time in minutes the Notifications view will be refreshed with new notifications. For details, refer to Viewing Notifications.

Section Options

Your privileges determine if the sections in the following table are visible in work items. If so, use the following options to control the display of each section.

Option Description Applies to
Notes Controls the display of notes and e-mail messages attached to work items. Choose to sort items by the most recent and set the number of items that are visible.

Quick forms

Custom forms if section added by an administrator

Change History Controls the display of change history records for work items. Choose to sort items by the most recent and set the number of items that are visible.

For quick forms, also determines if Time Capture options are shown if they are enabled by an administrator.

Quick forms

Custom forms if section added by an administrator

State History You can disable the state history.

For quick forms, you can move the state history section to the top or the bottom of the form.

Quick forms

Custom forms if section added by an administrator

Field Sections Select or clear the check boxes for sections you want to appear when you view, update, and transition work items.
Sections options are:
  • Hidden Fields (Detail reports only)
  • User
  • Advanced
  • Manager
  • System

(The Standard section is always visible on quick forms.)

Quick forms

Details reports

Locale Options

Option Description
Locale Change your locale as needed.
Date Format Select your preferred date/time format, or set the format based on your selected locale.
Time Zone Select your preferred time zone.
Calendar for Hours of Operation Select the calendar that determines when notification escalations are sent. This setting also determines how Time Capture entries are distributed if an administrator has not assigned a calendar to your account. Your administrator must grant privileges for you to modify this setting.

Notification Subscriptions

Subscribe to notifications to receive through channels such as e-mail and to list in the My Notifications view. For details on this view, refer to Viewing Notifications.

Notifications that you can subscribe to are listed in the left pane and organized by application. You can search for notifications by name, or click each application to see a list of notifications available to you. Hover over a notification, and then click the Plus sign to subscribe.


Most notifications are sent by e-mail, but depending on administrative settings, you may be able to choose to receive notifications through various channels.


Notifications you are subscribed to appear in the My Notifications list. This includes subscriptions set by your administrator.

To remove notifications that you subscribed to, hover over the notification, and then click the X. You can also click Clear All to unsubscribe from all notifications, except for those your administrator requires you to receive. Once you remove a subscription, you will no longer receive e-mail messages or see items pertaining to that subscription on the My Notifications view.

My Projects

Use the My Projects page to specify a set of preferred projects to filter the list of work items returned in these features:

  • Searches

    Choose to search for items in your preferred projects rather than in all projects.

  • +New

    Choose to submit items into your preferred projects rather than all projects.

  • Feed Creation

    You can choose to only return work items from preferred projects of the user viewing a feed.

  • Report Creation

    The list of projects used for storage is filtered by your preferred list by default.

The left pane lists all of the projects available to you. You can search for a project by name or navigate the project tree.

To add a single project, hover over the project, and then click the Plus sign (image).

To add a project and all of its subprojects, hover over the parent project, and then click the check mark (image).

To remove a preferred project, hover over the project, and then click the X.


Use the Feeds page to add, edit, and delete personal feeds. For details, refer to Working With Feeds.

Branding Configuration

Users with administrative access can change the following settings, which are seen by all Work Center users.