Personal settings

Personal settings enable users managing their personal data and email signatures, configuring the application to their preferences and enabling integrations with external tools.

Personal data

This page allows users to complete personal and professional data. A picture can be uploaded, which will be displayed in the application. If entities are active, the user can select a default one, which will be suggested when adding new entries.

Changing Password

A user can change its password by entering a new password and by confirming it. If a user forgets his password, an administrator can send a new password by email.

Email signatures

Email signatures are used for sending emails from the application. Several signatures can be added, allowing the user to choose between a personal and a general one when communicating with profiles or customers. The star icon allows to change the default signature. If no signature was added, data from personal settings will be used to send emails.

New signatures can be added through the Add signature link in the toolbox.

• Title - Name displayed when selecting the signature for emails.
• First name, Last name - The names entered will be as sender information.
• Email - The email address entered will be used to send the email. If your domain was not verified in the application by an administrator, the email used will be a default system address. The entered address will only be used if the recipient replies.
• Signature - The content of the signature. which can be edited and formatted. Images and hyperlinks may also be included.

Preferences

The interface language and time zone can be set individually by each user.

Users may also set important sections to expand by default when clicking into an item, such as a profile or a need.

Integrations

Unatrix Web Sourcing

The extension for browsers helps with adding profiles from external platforms such as LinkedIn and Xing to Unatrix. Supported browsers are Chrome, Edge, Opera.

The extension automatically identifies data such as picture, first name, last name, email and social URL when browsing through profile pages. The education level can be selected manually. A note can be added, which will appear in the infobox of the profile added. After clicking on Add to Unatrix, the profile will be imported with the data listed on top.

Profiles cannot be imported in following cases:

• Source or Professional category are set as required in the settings.

• The entity feature is active and the user did not set a default one.

• The email address of the profile already exists in the application.

The extension can be installed through the link displayed, followed by instructions to the user. The URL of the Unatrix instance (eg. https://yourinstance.unatrix.com/) has to be provided.