Editing Your User Settings

The User Settings screen lets you update your personal and security settings, create an email signature, sync your external email and calendar with Aspire, and change certain ways you view and interact with the Aspire platform. These settings only affect your experience in Aspire.

Watch this video and keep reading to learn more.

Accessing User Settings

To change your user settings, select your profile icon and then User Settings in the blue side menu.

Now let’s talk about each section of the User Settings page.

Remember to select Save in the upper right corner of the screen after making any changes.

User info and security

This section is where you can update your profile photo, edit your signature, password, and PIN, and view your assigned roles.

Upload New Photo

Uploading a profile photo helps system administrators identify you, and it appears in some layout reports provided by Aspire. To add a new photo, either select Upload New Photo, or select the camera icon to take a picture using your webcam.

• If you choose Upload New Photo, a file explorer opens where you can choose a photo from your device. When you’ve chosen a photo, the page refreshes and your new photo appears on your profile.

• If you choose to take a new picture, you’ll likely need to allow Aspire access to your camera in your browser.

Your profile image can appear in the Opportunity Proposal Layout report (for Sales Representatives or Account Owners), and in your Weekly Time Card. It can also appear in custom layouts.

Contact Name and signature

Your name in the Contact field pulls from the First Name and Last Name fields in your contact record, and it can only be updated when editing your contact record.

1. Select the pen above your name to add your signature to your user profile.

2. In the Contact Signature window, use a mouse, touchpad, or touch screen to write your signature in the Sign Above section. Use the Clear button to start over.

3. Select Save when you’re done.

Sales Representatives should always add a signature so they appear on proposals sent to customers. If you use Aspire default layouts like the Aspire Samples and Aspire Default Layouts, these are already set up to show signatures.

PIN

Your PIN lets you access Aspire quickly without entering your email and password every time. The PIN is usually set by the person that sets up the your Contact record, but you can change it any time.

To set a new PIN, enter a unique string of letters and numbers into the PIN field and select Save in the top right corner of the screen.

Password and Verify Password

Your password is what you use to log in to your Aspire account for the first time or after your session times out. Logging in with your password also requires your email and Company Code.

To change your user account password, enter a unique string of letters and numbers in the Password field, then enter them again in the Verify Password field. Select Save when you’re done.

Roles

Your roles are assigned by a System Administrator, and they give you specific permissions and functions inside of Aspire. In your user settings, this is read only information.

If you need your roles or permissions updated, someone with System Administration and Manage User Roles permissions can do it for you.

Learn more in our article about Roles and Permissions.

Email Signature

Even if you don’t currently send emails from Aspire, it’s a good idea to add your email signature in case that ever changes. Use the Rich Text Format (RTF) editor to craft your signature, including custom fonts, styles, links, images, and more.

When you do something that sends emails from Aspire, like sending an Invoice or creating an Issue, your Email Signature automatically appears at the bottom of the email.

Sync

This section lets you connect your external email and calendar provider to Aspire. Read our article about Syncing Your Email and Calendar to Aspire to learn more!

Application Preferences

This section lets you adjust the behavior of the Dashboard page and how some lists behave throughout Aspire.

Home Screen Column 1, 2, and 3

The Dashboard, also called the Home Screen, is the page you land on when you log in to the Aspire platform. The Home Screen Column drop-downs let you choose the order in which the three columns in the Dashboard appear. Column 1 appears on the left side of the Dashboard, column 2 appears in the middle, and column 3 is on the right side.

The To Do List Next # of Days field lets you set how many items the To Do List column on the Dashboard shows. You can enter up to 30 in this field.

Learn more about these columns in our collection of articles about the Aspire Dashboard.

You might leave one or more columns empty if you don't need access to their data.

Enable Side Panels

This option is enabled by default. Side panels are a way to view important information in Aspire without selecting the item the information relates to.

Learn more in our article about Side Panels.

Hourly Dashboard Refresh

Normally, the Dashboard’s Metrics, KPIs, and Insights refresh once per day. Toggle this setting on to have the Dashboard refresh every hour.

Advanced Search List options

These checkboxes let you identify how lists are filtered and grouped without selecting the filter or group buttons.

• The Advanced Search List Show Group Header checkbox controls how grouping looks when viewing lists in Aspire. When this box is checked, lists show how they’re being grouped below the Search bar. In the image below, the “1” flag points to the active group, which is Company Name.

• The Advanced Search List Show Filter Header checkbox lets you view which filters have been applied to any list without having to select the filter icon. When this box is checked, lists shows all active filters below the Search bar. In the image below, the “2” flag points to the active filters which are “Active: Yes”, and “Created By User: Current User”.

For either filters or groups, select the X icon to remove it from the list.

For groups, select and drag the grid icon on a group to change grouping heirarchy when there are multiple active groups. Select the arrow icon to change how the group is sorted.

Learn all about filtering, grouping, and more in our article about Organizing Your Lists.

User Sessions

The last part of the User Setting page to talk about is the User Sessions window where you can view and terminate sessions on any device where your Aspire account is logged in.

1. To access this window, select the three-dot icon next to the Save button.

2. Select User Sessions.

3. In the window that appears, you can review which Devices are logged in, when their Last Activity was, and select Terminate Session to immediately log a device out. If you want to log all devices out, select Terminate All Sessions.

4. Select Close when you’re done.

Now you know all about your user settings.