User Settings – OrgChart

Overview

The My Settings function allows each user to configure certain aspects of their user experience.

Administrators can restrict user's access to the User Settings options via a user's UI profile.

Click on the “initialed” circle (in the top-right corner of the screen) to access your personal settings.

A user can customize their app experience here. The following menus are accessible from User Settings:

Click on the Preferences option to see the following panel

Language	See the language to be used in the OrgChart user interface. Available languages include English, French, Spanish and German.
Mouse Controls	Set the behavior of your mouse wheel: Off – Mouse wheel ignored Zoom – Mouse wheel zooms in/out Enable Right-Click - Enable/disable right click. Right-click sometimes needs to be disabled when a chart is embedded in an intranet or other web application. Scroll (Up/Down) – Mouse wheel scrolls vertically Scroll (Left/Right) – Mouse wheel scrolls horizontally
Measurements	Toggle measurements to display in SI (Metric) or English (Imperial). For example, you can control if page sizes are displayed in centimeters or inches.
Theme	Choose to explore the application in Light mode or Dark mode.
Multi-Factor Authentication	Click to enable Multi-Factor Authentication for the current user.
Email Notification Preferences	Check the checkbox associated with one of the following options: Notify me about upcoming releases, new features, and announcements for OrgChart Do not notify me about upcoming product updates, changes, and announcements

The change password panel allows users to change their password.

The user panel provides information on the user that is currently logged in.

The application panel provides information on the application, including application version.

Application	Version of the software the current account is running.
Browser	Current user's internet browser.
Server	Web address of the OrgChart server on which the current account is hosted.
DPR	Device Pixel Ratio

The account panel provides information about the user's account.

Company Name	Name of the company
OrgID	Unique identification code (assigned by OrgChart) associated with the current account.
Edition	The Edition of OrgChart the current account is running.
Expiry Date	Expiration date of the OrgChart subscription.
Start Date	Start date of OrgChart Subscription
Seat Limit	Maximum number of administrators that are added into the account with full access.
Currently Used Seats	This shows the number of administrators in this account
Box Limit	Maximum number of employee records the Administrator can import into the current account (typically aligned with the total number of employees in the organization).
Currently Used Boxes	Total number of employee records currently imported into the account.

The user panel contains information about the user that is currently signed in.

User ID	User Id of the current user
Email	Email address of the current user
Access Group	Name of the Access Group to which the current user belongs
Account Type	Displays the role of the user

This panel contains information about the currently open chart.

Chart Name	Name of the current Base Chart
Chart Description	Shows any chart description if given
Current View	Name of the View that is applied to the Base Chart.
Filters Applied	List of applied filters
Background	Name of the background that is applied on the Base chart
Levels Shown	Number of levels of the organization showing on current subchart of the Base chart
Current Top Box	Name and Title of the person at the top of the current subchart.
Box Count	Total number of records in the Base Chart
All Disconnected Records	Total number of orphan records. Orphan records or disconnected records cannot be included in an org chart due to a missing or invalid Supervisor ID.
Boxes Shown	The number of boxes that are shown on the current page of the open chart.
Last Refresh	Date and time the chart was last synchronized with source data.

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