Navigate to the upper right hand corner of your screen and click on your username, also referred to as your User Badge.
Options in the drop-down may include:
Logout
*Note: This option may not be available in the drop-down if an Enterprise Manager within your organization has toggled it off as a security measure for your Enterprise.
Looking to set a default site or stop the site selection screen from appearing at login? You can control this from Change My Password & Security Questions (see that section below for details).
Manage Personal Settings
From here you can set the following default rules:
Choose to display the Navigation Bar expanded or collapsed.
Choose default display settings for To Do List.
Set or remove a reminder if you do not fill out 'Date of Next Contact' when recording an effort.
Control whether previously searched values auto-populate in participant search screens.
Control auto-populated information for 'Add Legal Case' screens.
Turn on or off the Quick Search Recent Search Drop Down.
Once you have finished adjusting your settings, click Save. A green check will appear at the top of the page notifying you that your settings have been saved.
Manage My Account
Update First Name, Last Name, Zip Code, Email Address, Cell Phone, and Time Zone from My Account.
Enterprise and Site Managers can update First Name, Last Name, Email Address, Cell Phone for another user from Manage User Accounts.
Change My Password & Security Questions*
Users can update their password and security questions within the interface from this screen.
This screen also controls whether the site selection screen appears when you log in. If you belong to more than one site, ETO shows a site selection screen at login so you can choose which site to open. If you want to skip that screen and go directly to a default site, check the box labeled "Make the current site my default site when I log in." To restore the site selection screen, uncheck the box.
Note: This setting applies to both standard and SSO login.
Enterprise and Site Managers can update current password for another user from Manage User Accounts.
*Note: This option may not be available in the drop-down if an Enterprise Manager within your organization has toggled it off as a security measure for your Enterprise.
Live Office Account Info
Username, Password, and Web Service URL information is only used by Enterprises using added SAP BI features like Query as a Web Service.
Server is the ETO Results reporting server your organization is currently supported on. If you contact support to report an outage, they may benefit from this information,