K2 Client

User Options

To view or edit settings:

Either

Navigating to Tools > System Options displays the Options screen.

Or

Navigate to Tools.

You need a role with the UserOption permission to access this screen.

  • Click on User Options.

The User Options field is displayed and defaults to Options on opening.

Values displayed in regular font are system defaults, while values displayed in bold are not the default value.

  • Click on one of the following icons to categorise the user options.

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Misc

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Admin Options

Displays options stored against each user which can only be changed by a system administrator.

Admin Options only appear if the user has the System Administrator Permission Role assigned

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Personal Options

Displays options that each user can change to personalise the application.

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Security Options

Displays options that each user can change to protect the application.

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Admin Options

Admin Options only appear if the user has the System Administrator Permission Role assigned

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Is Offline User

When true, user can work offline and uses a local data store.

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Timesheet Administrator

When true, it allows a user to record timesheets for all direct labour operatives.

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View All Related Occupancy Records

When true, allows the user to see all locations that have related occupancy records against them, regardless of whether or not the user is directly linked to them.

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Personal Options

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Activate Notification List

When true, displays all notifications and reminders.

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Current Navigation Template

Displays the preferred configuration template.

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This only applies to main navigator tree when application starts up.

Edit Email Before Sending

When true, allows user to edit emails before sending.

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Location Path Item Length

Sets the maximum text length for each item in the location path displayed in the Navigation bar at the top of the main screen.

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Start Up Screen

Displays the initial screen/environment when user logs into application.

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Where default is blank, main welcome screen is displayed.

Tool Bar Style

When set, displays the standard windows menu bar or the Office 2007 style.

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This will take effect when you next login.

Security Options

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Holds this information...

Maximum Login Attempts

The number of login attempts per user before their account becomes disabled.

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When Override Maximum Login Attempts is set to false, the Maximum Login Attempts is read-only.

Override Maximum Login Attempts

When set to true, overrides the maximum login attempts required to log into K2.

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Delegation
  • Click on the Delegation tab.

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  • Check that User details are displayed and cannot be edited.

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  • Click on the New icon.

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The Notification Delegation field is displayed.

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Enter or edit the relevant details.

  • Click OK on the Notification Delegation window, and then on the User Options window.