User Options

Opening User Options

The user options can be opened from three locations:

Navigation Bar Account Details

Toolbar Account Summary

Navigation Bar Administration Group

User Options Form

The form opens up and shows 3 or 4 tabs:

Themes

Theme/Colours

You can choose your favourite theme/colours by clicking any of the available themes. Hovering over each theme displays the name as a tooltip:

Clicking each theme immediately refreshes the theme and your selection is persisted automatically.

Font

You can choose your favourite font and weight by selecting from both drop down combos:

Selecting each font property immediately refreshes the app, and your selections are persisted automatically.

Page Style

The page style is can be softer (Default) or heavy (Alternative) e.g.

Clicking each style immediately refreshes the app styles and your selection is persisted automatically.

Security

Login Credentials

You can enable two-factor authentication to add an additional layer of security to your account. Every time you login, you will need to use an authenticator on your mobile telephone to obtain a new generated six digit code and type this to gain access to this system.

Check the Enable Two Factor Authentication to open up the workflow to enable the two factor authentication:

You can use any standard TOTP (Time-based One-Time Password) authenticator app.

You may also associate your account with your favourite business-oriented social network such as Google, Microsoft, Apple, GitHub or LinkedIn by clicking this button:

Click this button will open these consecutive popup forms which will allow you to choose your network provider and respective login account:

After successful authentication, you will see all of your social network logins associated with your account:

You can now login to the application using any of those social networks you have successfully authenticated against.

App Settings

This tab is only normally shown to designers or technical support personnel who wish to see technical details about the application configuration:

Grid Management

All of the lookup forms and some data entry forms will have grids to display, filter and sort tabular data sets. The default behaviour of the grids can be specified here:

Due to the nature of 'client-server' computing architecture, it is best practice to do all the filtering and sorting of large data sets on the server before shipping small groups of data to the client. Limit Grid Rows is this always checked.

Records per Page is the number of records sent from the server to the client each time the user requests data. Keeping this small ensures fast performance, whilst keeping this large will take longer, but each 'page' of data will be larger.

When you resize grid columns, or show/hide columns, or resize columns, this is persisted. Sometimes the grid can end up looking untidy. The Reset button resets all of your grids back to how your designer configured them.

Grid columns can be grouped by dragging them into the top of the grid. This is a complex operation and is at the discretion of the designer as to whether this is enabled or not. Use the Grouping option to turn on or off.

The grid pager controls look like this:

These can be positioned either at the top, or bottom or both using the Pager Position drop down combo: