User Settings

Changing Other User Settings

To change other user settings:

1. Click the drop-down arrow beside your user name on the menu bar.

2. In the Settings section, select User Settings.

3. You can change the following user settings:

   • First Name: Your preferred first name.

   • Last Name: Your preferred last name.

   • Email Address: The email address for emails from eGain Analytics.

   • Description: A description of yourself or your role.

   • Timezone: Your local timezone. Select from the drop-down list.

   • Report Timezone: The timezone used by reports when you run or schedule them. This setting is read-only. It matches your local timezone if that is available as a reporting timezone. Otherwise, this is set to the default timezone for your instance of Analytics.

   • Culture: Your local language and date format. Select from the drop-down list.

   • User Home Folder: The folder you work in by default. Click the folder icon to change your home folder. This must be a folder on which you have security permissions. Selecting a folder has the following effects:

     • If you are a Standard Mode user, your Home Page shows reports from this folder.

     • If you are an Advanced Mode user and you open any folder-based tools within Analytics, this folder is in focus automatically.

     • This folder is selected automatically as the default save location when you create new reports, parameter sets or other items.

     •  If parameter sets are saved in your home folder, then you can use them with any report that you have access to, without the parameter set and the report needing to be in the same folder.

   • Advanced Mode: (Advanced mode users only). Whether you are using the standard or advanced mode user interface. In advanced mode your home page shows your personalized gadget layout, which you can configure and customize with the gadgets of your choice to help you carry out the tasks you do regularly. In standard mode your home page shows a predefined set of reports if available, or, if not, your team management page.

   • Show Deleted Resources: Whether deleted resources are shown in the Analytics Console. This takes effect while using resource management tools & gadgets, and while selecting resources to add to parameter sets. Select to view all deleted resources you have permission to see. Otherwise you can only see active and pending items.

     Note this setting does not prevent deleted resources from appearing in reports. Deleted resources can still appear in reports, for example if they are the secondary slicer to a non-deleted resource or if they are contained within a folder that is selected in a folder-based parameter set.

   • Show Default Parameter Sets: Select to view all available parameter sets of the correct type when you are viewing a report. If this is enabled, you have the option of three default parameter sets:

     • My folder: Report on all resources that you have permission to see within your department or business area. 

     • My folder and sub-folders: Report on all resources that you have permission to see within or below your department or business area. 

     • My organization: Report on all resources that you have permission to see across the organization. 

   • Data Paging Size: The number of selected items to be displayed per page, for example, in the central Items panel of Resource Manager. We recommend a maximum data paging size of 100.

   • Folder Paging Size: The number of folders to be displayed at one time in an expanded node of the folder tree. Low numbers reduce the time taken to generate and display the folder tree.

4. Click Save to save your settings.

Changing a Password

If using single sign-on to log into eGain Analytics (see Accessing the Application), the password cannot be changed from within eGain Analytics.

Password Policy

All user passwords must abide by the password policy. By default, the Analytics password policy consists of the following requirements:

• Password must contain 8-20 characters.

• Must include at least one each of the following character types: upper case letter, lower case letter, digit.

• Must not match the user login name.

• Must not match any of the user’s last 5 passwords.

• Password expires every 60 days.

• Password may not be changed within 1 day of the previous change.

• The user account is locked after 3 failed login attempts. Once the account is locked, it is not possible to log in, even with the correct password, until the account has been unlocked by a user with permission to manage security.

To change your password:

1. Click the drop-down arrow beside your user name on the menu bar.

2. In the Settings section, select Change Password.

3. Follow the prompts to change your password. Your new password must comply with the password requirements for your system.