Amend your ALB profile

System administrators set up users in Utilities. You can then view your user profile in the User Details screen accessible via the ribbon. From here you can:

• Amend your personal information or contact details
• Edit supplementary details
• Define your conflict check preferences
• Set your notification preference
• Change your password
• Clear your preferences

To amend your personal information or contact details:

1. On the Tools menu, click My Profile to open the User Details screen.

• To amend your personal details, click the User Personal Details tab and edit as required. Find out more about these fields.

  Field	How to use this field
  Title	The user's title. Initially set to the choice made when the user record was created. To change this, type the title or click to select from the list.   Titles are defined by the system administrator, in Utilities - Firm Options.
  Forenames	The user's forenames. Initially set to the names entered when the user record was created.   You can amend the forenames here if necessary.
  Surname	The user's surname. Initially set to the name entered when the user record was created.   You can amend the surname here if necessary.
  Marital or CP Status	Click to select the Marital or Civil Partnership status of the user.
  Previous Name	If required, type the user's previous name.
  Occupation	If required, type the user's occupation.
  Sex	Click to select the user's sex.
  D.O.B	Enter the user's date of birth.
  Place of Birth	You can type the user's place of birth here.
  Birth Name	You can type the user's birth name here.
  Sal'n Letter (Formal)	This determines how the user is formally addressed in a letter. The salutation is the text that is placed after 'Dear'. For example: Mr Smith.   When creating a letter, you can choose the salutation field to use.
  Sal'n Letter (Informal)	This determines how the user is informally addressed in a letter. The salutation is the text that is placed after 'Dear'. For example: William.   When creating a letter, you can choose the salutation field to use.
  Sal'n Letter (Friendly)	This determines how the user is addressed in a friendly manner in a letter and can be used when the writer knows the user on that basis. The salutation is the text that is placed after 'Dear'. For example: Billy.   When creating a letter, you can choose the salutation field to use.
  Salutation Envelope	This determines how the user is addressed on an envelope. The salutation is the text that is placed above the address. For example: Mr W Smith.
  Disability	You can record whether the user has a disability. The default is Not Considered Disabled, NCD. If you need to change this, click to select from the list.
  D.O.D.	If the user is deceased, enter the user's date of death, or click to select the date. The user's name will be followed by the word 'Deceased' in search results screens.
  Ethnicity	You can record the user's ethnicity. Click to select from the list.
  Armed Forces	To record that the user is in the armed forces, select this checkbox.
  Armed Forces No.	If required, you can type the user's Armed Forces Number here.
  PPSNI No.	You can type the user's National Insurance number here. The number will be displayed in the format NB 83 67 82 D.

• To amend your contact details, click the Contact Info tab and edit as required. Find out more about amending addresses.

2. Click Apply to save your changes and keep on editing or OK to save and close the screen.

To edit a supplementary details field:

1. On the Tools menu, click My Profile to open the User Details screen.
2. On the Supplementary Details tab, right-click the supplementary details field you want to change and click Edit.
3. When the Supplementary Detail is displayed, amend as required. You can also record notes here if you wish.
4. Click Apply to save your changes and keep on editing or OK to save and close the screen.

To define your conflict check preferences:

1. On the Tools menu, click My Profile to open the User Details screen.
2. On the Conflict Check Fields tab, tick the desired fields.
3. Click Apply to save your changes and keep on editing or OK to save and close the screen.

To set your notification preference:

1. On the Tools menu, click My Profile to open the User Details screen.
2. On the Notification Preferences tab, tick Receive Central Scan Notifications if you want to receive a notification when a scan has been completed.
3. Click Apply to save your changes and keep on editing or OK to save and close the screen.

To change your password:

1. On the Tools menu, click My Profile to open the User Details screen.
2. On Actions menu, click Change Password.
3. When the Change Password dialog box opens, type and confirm your new password. The password must be at least 8 characters long and include a combination of letters with numbers or punctuation.
• If you want to be forced to change the password the next time you log on, tick Require change at next logon.
4. Click OK to save your changes.
• If ALB has been set up to require that passwords are changed on a regular basis, you will be automatically prompted to do this when you log on to the system.

To clear your user preferences:

You can clear your user defined settings if you need to. Examples of these settings are screen positions for windows, and the last used My Home Page element.

1. On the Tools menu, click My Profile to open the User Details screen.
2. On Actions menu, click Remove Preferences and then click Yes to confirm that you want to remove all startup preferences.

Important Clearing your user preferences will also remove any groupings, sort order and column choices from dashboards etc.