Membership Information

This section describes:

  • What Membership Information Can You Change?
  • How to Change Your Personal Information
  • How to Change Your Workgroup
  • How to Change Your Password
  • How to Set Your Login Preferences
  • How to Change Your Notification Preferences
  • What notifications are sent?
  • Extended Notifications
  • How to Set Your Automatic Date Populator Preference
  • How to Create a Task Reminder
  • How to Edit and Delete a Task Reminder

What Membership Information Can You Change?

In the My Info page of the Admin section you may edit the following areas:

  • Password information to change your current password.
  • Login information to change your workgroup.
  • Personal information to change your contact information, email address and time zone.
  • Notification Preferences to change your email and pager notification preferences.
  • Team Templates to set up templates for your collaboration teams.
  • Automatic Invitations to establish if any team template is used to automatically invite team members when your project reaches a certain stage.

How to Change Your Personal Information

You can easily edit your personal information to change your name, email, phone number, address, and time zone.

To change your personal information:

  1. Click Admin on the top navigation bar, then click My Info.
  2. Scroll to the Personal information section, then click Edit.
  3. Edit the appropriate fields, then click Save

How to Change Your Workgroup

Some Noosh 5 users may be members of multiple workgroups. If you are, you may change the workgroup you log into by default.

To change your workgroup:

  1. Click Admin on the main navigation bar, then click My Info.
  2. Click Edit in the Login information area.
  3. Choose a new workgroup from the Select default workgroup pull-down menu.
  4. Click Save.  
  5. Log out of Noosh, then log back in. The new workgroup will become your default workgroup.

Note: Repeat this process to change to another workgroup.

How to Change Your Password

It's a good habit to change your password on a regular basis.

To change your password in Noosh 5:

  1. Log in to Noosh 5.
  2. Click the Admin tab. The My Info sub-tab will be selected by default.
  3. Click Edit in the Password Information section.
  4. Enter your new password in the Enter password field.
  5. Re-enter your new password in the Re-enter password field.
  6. Click Save to save your new password.

How to Set Your Login Preferences

You can specify which page appears after you login to Noosh 5.

To specify the page that appears after login:

  1. Click Admin on the main navigation bar, then click My Info.
  2. Click the Preferences tab.
  3. Click Edit.
  4. From the Upon log-in, start in drop-down list, select the page you want to appear after you login.  
  5. Click Save.

The selected page will be the first page that appears when you login in future. 

How to Change Your Notification Preferences

You can change your notification preferences to receive notification of activity via email, via an email-enabled pager, or both.

To modify your notification preferences:

  1. Click Admin on the main navigation bar, then click My Info.
  2. Click the Preferences tab.
  3. Scroll to the Notifications area, then click Edit.
  4. Select notifications you wish to receive via email or pager. Uncheck notifications you do not want to receive.  
  5. Click Save when your edits are complete.

Extended Notifications

The Extended Notifications functionality enables you to forward email notifications to other Noosh workgroup members or to email addresses which may not be registered to Noosh accounts.

To add email notifications for a third party:

  1. Click Admin on the top navigation bar, then click My Info.
  2. Click the Extended Notification tab.
  3. Click Add....The Extended Notification tab displays the notification preferences you can select.  
  4. Select the actions that you want to generate the notification for from the Notify upon section.  
  5. Select the Noosh members that you want to be notified when one of the selected actions occurs from the Extend notification to section.
  6. If you want to send the notification to a non-Noosh members, enter the individuals email address in the Additional email addresses section.
  7. Click Save.

The notification details you specified are displayed when you click the Extended Notification tab.

How to Set Your Automatic Date Populator Preference

The Automatic Date Populator preference gives you a shortcut for entering dates so that you only have to enter days and months, but not years when you're filling in date fields.

By default, if you don't set a preference, and you simply enter a day and month into a date field, Noosh 5 automatically fills in the year for you, setting it to the next possible date in the future. For example, if today is June 15, 2002, and you enter 5/15, Noosh fills in the date as "5/15/03", because the next possible May 15 is in 2003. But maybe you meant 5/15/02. Using the Automatic Date Populator, you can have Noosh always set the year to the current year.

The options in the Automatic Date Populator are:

  • None: Noosh will not enter a year for you.
  • Current Year: Noosh will always complete the date with the current year.
  • Next Valid Date: Noosh will always complete the date by finding the next day in the future that has the date and assign it the corresponding year.
  • 30 Days Window: If the date you entered occurred in the past 30 days, Noosh completes the date with the corresponding year. Otherwise, it looks into the future.
  • 60 Days Window: If the date you entered occurred in the past 60 days, Noosh completes the date with the corresponding year. Otherwise, it looks into the future.

To set your Automatic Date Populator preference:

  1. Click the Admin tab, then click the My Info sub-tab.
  2. Click the Preferences tab.
  3. Click Edit.
  4. Choose your preference from the Auto Date Populator drop-down menu.
  5. Click Save.

How to Create a Task Reminder

You can create a task reminder to send an email notification for upcoming or overdue tasks. The email notification will be sent once daily at your specified delivery time.

To create a task reminder:

  1. Click Admin, then click My Info to display the My Info page.
  2. Click Preferences to display your preferences.
  3. Click Create Task Reminder... in the Task Reminder section of the Preferences page.
  4. Select a Delivery Time for your email notification. The delivery time is expressed in your current time zone.
  5. Complete the task reminder settings. They are:
    • Deliver on Weekends: to receive email notifications on Saturday and Sunday.
    • Overdue Tasks: to receive email notifications for past-due tasks.
    • Upcoming Tasks and Due Within x Days: to receive email for upcoming tasks and to specify the number of days ahead of time to start receiving a notification for a task. For example, if Due Within 3 Days you will receive notifications for upcoming tasks 3 or fewer days away.
    • Include Tasks Assigned to You: to receive notifications on tasks assigned directly to you.
    • Include Tasks Created by You: to receive notifications on tasks you've created regardless of assignee.
    • Include Tasks Where You are a Contributor: to receive notifications on tasks where you are a contributor.
  1. Click Create Task Reminder.

To receive task reminders:

  1. Click Admin, then click My Info to display the My Info page.
  2. Click Preferences to display your preferences.
  3. Click Edit in the Notifications section.
  4. Check Email and/or Pager next to Task Reminder, then click Save.

How to Edit and Delete a Task Reminder

Once you create a task reminder, you may edit it or delete it. If you want to save your task reminder but not receive any notifications, simply edit your notification preferences.

To edit a task reminder:

  1. Click Admin, then click My Info to display the My Info page.
  2. Click Preferences to display your preferences.
  3. Click Edit Task Reminder in the Task Reminder section of the Preferences page.
  4. Enter your new task reminder settings, then click Update Task Reminder.

To delete a task reminder:

  1. Click Admin, then click My Info to display the My Info page.
  2. Click Preferences to display your preferences.
  3. Click Delete Task Reminder in the Task Reminder section of the Preferences page.
  4. Click OK to confirm your deletion.
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