{"id":20184,"date":"2024-02-16T10:08:52","date_gmt":"2024-02-16T09:08:52","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/user-preferences\/"},"modified":"2024-02-16T10:08:52","modified_gmt":"2024-02-16T09:08:52","slug":"user-preferences","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/user-preferences\/","title":{"rendered":"User Preferences"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<p>Click on the user&#8217;s photo.<\/p>\n<p>The user&#8217;s preferences are located at the top right of the screen. A menu will be opened to access the various &#8220;user&#8221; preferences.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907785-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907785-translated.jpg\"><\/p>\n<p>The following items are available:<\/p>\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1648215973838 {padding: 0px;} div.rbtoc1648215973838 ul {list-style: disc;margin-left: 0px;} div.rbtoc1648215973838 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1648215973838\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-Profil\">Profile  <\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-Activer\/Disactiverledoublefacteurd'authentification:\">  Enable\/Disable Two-Factor Authentication:<\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-Connexionets%C3%A9curit%C3%A9\">Connection &amp; Security<\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-MesNotifications\">My Notifications<\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-MesRappels\">My Reminders  <\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-Souscriptions\">Subscriptions<\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-D%C3%A9l%C3%A9gationdest%C3%A2ches\">Delegation of tasks<\/a><\/li>\n<li><a href=\"#Pr%C3%A9f%C3%A9rencesutilisateur-Signature\">Signature<\/a><\/li>\n<\/ul>\n<\/div>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-Profil\">Profile<\/h1>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907786-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907786-translated.jpg\"><\/p>\n<p>This screen allows you to edit the following:<\/p>\n<ul>\n<li><strong>Full Name<\/strong> : The user&#8217;s name as visible to other users<\/li>\n<li><strong>Password<\/strong> : Allows you to change your password<\/li>\n<li><strong>Email: email<\/strong> used to communicate with the user<\/li>\n<li><strong>Phone: Optional<\/strong> information field<\/li>\n<li>Languages of received <strong>emails<\/strong>: allows you to define the language of the emails received<\/li>\n<li><strong>Profile picture<\/strong> : allows you to change your photo<\/li>\n<\/ul>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-Activer\/Disactiverledoublefacteurd'authentification:\"><span style=\"color: #333333;\">  Enable\/Disable Two-Factor Authentication:<\/span><\/h1>\n<p>The following interface allows you to enable or disable the two-factor authentication system, allowing you to choose the type of authentication either by sending a code by <a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/connecting-to-the-software\/two-factor-authentication-login-email\/\">email<\/a> or by <a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/connecting-to-the-software\/two-factor-authentication-login-google-authenticator\/\">authenticating by Google Authenticator:<\/a><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907810-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907810-translated.jpg\"><\/p>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-Connexionets\u00e9curit\u00e9\">Connection &amp; Security<\/h1>\n<p>In this section you will have the opportunity to:<\/p>\n<p><span style=\"color: #333333;\"><strong>Change Password<\/strong>: This interface allows you to change your password:<\/span><\/p>\n<p><span style=\"color: #575757;\"> <\/span><\/p>\n<p><span style=\"color: #575757;\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907793-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907793-translated.jpg\"><br \/>\n<\/span><\/p>\n<p><span style=\"color: #575757;\"> <\/span><\/p>\n<p><span style=\"color: #333333;\"><strong>View Connected Devices:<\/strong> Thanks to this interface you will be able to see the list of devices connected to your software indicating (the type of device, the browser, the location and time of the connection)<\/span><\/p>\n<p><span style=\"color: #575757;\"><span style=\"color: #575757;\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907794-translated-1.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907794-translated-1.jpg\"><br \/>\n<\/span><\/span><\/p>\n<p><span style=\"color: #575757;\"><span style=\"color: #575757;\"> <\/span><\/span><\/p>\n<p><span style=\"color: #333333;\"><strong>API Key: <\/strong>An API key is represented by a string of characters and allows external software to securely connect to your account and perform operations on your behalf. Here you will find the list of API keys generated by external software and will be able to remotely &#8220;disconnect&#8221; these devices if you wish.<\/span><\/p>\n<p><span style=\"color: #333333;\">You can also generate API keys as you can delete them.<\/span><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907795-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907795-translated.jpg\"><\/p>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-MesNotifications\">My Notifications<\/h1>\n<p>To access this screen, click on <strong>Preferences\/ My Notifications<\/strong><\/p>\n<p>These fields allow you to set the email notification policy for workflows, tasks, <em>overdue tasks, reminders, subscriptions, comments, and documents to be filed<\/em> :<\/p>\n<p>By setting the <strong>Notification Frequency<\/strong> either:<\/p>\n<ul>\n<li><u>Immediately<\/u> : as soon as an event triggers the creation of a notification, an email is sent<\/li>\n<li><u>Once a<\/u> day: an email containing all the notifications issued during the day is sent every night<\/li>\n<li><u>Once a week<\/u> : an email containing all the notifications issued during the last 7 days is sent during the night from Monday to Tuesday<\/li>\n<li><u>Never<\/u> : no email will be sent for this type of notification<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907787-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907787-translated.jpg\"><\/p>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-MesRappels\">My Reminders<\/h1>\n<p>Allows you to centrally view and edit reminders set by the logged-in user. Refer to the &#8220;<a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/reminders-about-documents-and-files\/\">Document &amp; Folder Reminders<\/a>&#8221; section for more details on this feature.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907788-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907788-translated.jpg\"><\/p>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-Souscriptions\">Subscriptions<\/h1>\n<p>The following interface allows you to centrally view, add, and remove the logged-in user&#8217;s subscriptions.<\/p>\n<p>This interface also allows you to filter subscriptions under a parent folder by clicking on the button:  <img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907792-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907792-translated.jpg\"><\/p>\n<p>Refer to the &#8220;<a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/subscription-management\/\">Subscription Management<\/a>&#8221; section for more details on this feature.<\/p>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-D\u00e9l\u00e9gationdest\u00e2ches\"><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907791-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907791-translated.jpg\">Delegation of tasks<\/h1>\n<p><span style=\"color: #333333;\">This tab allows you to define who can view and process your tasks. These permissions may be limited in time.<\/span><\/p>\n<p>To add a delegation, click on the  <img decoding=\"async\" class=\"confluence-embedded-image confluence-thumbnail\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273907797.jpg\" width=\"150\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273907797.jpg\"><\/p>\n<p>Click <strong>Save<\/strong> to finish<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907796-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907796-translated.jpg\"><\/p>\n<h1 id=\"Pr\u00e9f\u00e9rencesutilisateur-Signature\">Signature<\/h1>\n<p><strong>Electronic signature<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907798-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907798-translated.jpg\"><br \/>\n<\/strong><\/p>\n<p>This tab allows you to set an electronic signature specific to the logged-in user.<\/p>\n<p>It can then be used to <a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/electronic-seal\/\">electronically sign<\/a> documents.<\/p>\n<p>The certificate used must be associated with the natural person. Example of a suitable certificate: <a class=\"external-link\" href=\"https:\/\/www.chambersign.fr\/signature-electronique-initio-rgs\/\" rel=\"nofollow\">https:\/\/www.chambersign.fr\/signature-electronique-initio-rgs\/<\/a><\/p>\n<p><strong>Cursive signature<\/strong><\/p>\n<p><span style=\"color: #333333;\">This interface allows you to set up your own signature:<\/span><\/p>\n<p><span style=\"color: #333333;\">Select the<strong> Draw Signature checkbox to draw your signature<\/strong><\/span><\/p>\n<p>Select the<span style=\"color: #333333;\"><strong> <span style=\"color: #333333;\">Upload Image <\/span><\/strong><\/p>\n<p><\/span> checkbox <span style=\"color: #575757;\">to download your signature as an image<\/span><\/p>\n<p>You can also edit your signature by clicking the <strong>Edit<\/strong> button<\/p>\n<p>To delete the existing signature, click the<strong> Reset<\/strong> button<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907799-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/05\/273907799-translated.jpg\"><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Click on the user&#8217;s photo. The user&#8217;s preferences are located at the top right of the screen. A menu will be opened to access the various &#8220;user&#8221; preferences. The following items are available: Profile Enable\/Disable Two-Factor Authentication: Connection &amp; Security My Notifications My Reminders Subscriptions Delegation of tasks Signature Profile This screen allows you to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20156,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20184","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20184","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20184"}],"version-history":[{"count":0,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20184\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20156"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20184"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}