Important

You are browsing the documentation for version 1.6 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Available in OroCRM Available in OroCommerce

My User

Important

The provided description covers fields and features that are default or commonly used. The actual set of available elements may vary depending on your role and other system settings.

When you log into the Oro application, you can always find a link to your user page under menu below your username. This is a fast way to access your user profile, calendar, mailbox, and task list.

Explore Your User Page

There are a number of effective tools and actions available on the page of your user profile, from configuring your personal profile to generating an API key for third-party applications. In particular, from the page of your user profile you can:

  1. View your full name, avatar, and system information such as status, login count, date and time of the last login.

    • The first status shows that you are granted rights to use the system. The second status is called an authentication status and shares the state of your password. As you can see your user page only when you are logged into the system, you will always see Enabled as the first status and Active as the second one. When an administrator views your page, they will able to see the values of your statuses.

      View the statuses of the user profile

    • You can also check which business unit owns your user record. Click on the owner name (e.g., Main) to open the page of the corresponding business unit. If you are logged into the organization with global access (i.e., a technical organization that aggregates data from all organizations created in the system), then in brackets you will see the name of the organization that owns the user.

      View the business unit of the user record

    • You can also see who, how, and when modified your profile by clicking Change History link.

  2. Access user-level configuration options.

    In particular, you can set up localization, language, display settings, update email configuration details, provide MS Outlook integration and synchronization settings details, as well as configure customer-visible contact information in the storefront. Read more about the available settings in the relevant User-Level Configuration section of the documentation library.

  3. Edit your user profile.

    To update the details of your profile, click Edit on the top right on the page. On the edit page, you can update your credentials, change the password, upload a new avatar, and update email details.

  4. Perform actions available under the More Actions menu:

    The More Actions menu with available options

    Note

    Non-default buttons can be added to More Actions menu. If you see non-default buttons such as Add Task, Add Event or Add Attachment, please refer to the Activities guide for more information.

  5. View your profile details aggregated under 3 sections: general information, activity, and additional information.

    • In the General Information section, you can view the details of your profile, create an API key, and download the latest MS Outlook add-in.
    • In the Activity section, you can see the emails you sent and the calls you logged. If a user mentions you as a context for their activity, this activity also appears on the list. See the Activities topic for more information on activities available in the Oro application.
    • In the Additional Information section, you can view and manage tasks and cases related to you. See the Activities topic for more information on activities available in the Oro application.

Generate an API Key

When a third-party software requires an API key to integrate with your Oro application, you can generate it on the page of your profile.

  1. Click on your user name on the top right of the screen.

  2. Click My User.

  3. In the General Information section, click Generate Key next to the API Key label.

    The Generate key button

  4. Copy the generated key and use it where required.

Caution

One user can have only one API key at a time. When you generate a new key, the old key becomes invalid.

Change Your Password

You can change your password to the Oro application in 3 ways:

  • When editing your user profile.
  • Using the More Actions menu on your user profile page.
  • By resetting it using the More Actions menu on your user profile page.

Note

It is recommended to change your password after the first login, unless you use a Google account or corporate-wide credentials.

To change your password when editing your user profile:

  1. Click on your user name on the top right of the screen.
  2. Click My User.
  3. On the page of your profile, click Edit.
  4. In the Password section, provide the following information:
    • Password — Provide your current password.
    • New Password – Provide new password. It must be at least 8 characters long and include a lower case letter, an upper case letter, and a number
    • Repeat New Password – Confirm the new passport by typing it in once again.
Provide the credentials in the Password section
  1. Click Save. The new password will be sent to your primary email address.

To change your password via the More Actions menu:

  1. Click on your user name on the top right of the screen.

  2. Click My User.

  3. On the page of your profile, click More Actions > Change Password.

    The change password popup dialog

  4. Provide a new passport in the corresponding field. Alternatively, click Suggest Password to generate a secure random password. To see/hide the entered password, click the Show / Hide icon next to the New password field.

  5. Click Save. The new password will be sent to your primary email address.

To reset your password via the More Actions menu:

Only administrators can reset passwords.

  1. Click on your user name on the top right of the screen.
  2. Click My User.
  3. On the page of your profile, click More Actions > Reset Password.
  4. In the dialog box, click Reset. The password reset link will be sent to your (admin) primary email address.

Download MS Outlook Add-in

The Enterprise edition of your Oro application (OroCRM or OroCommerce) supports an out-of-the-box integration with MS Outlook (2010, 2013, 2016). To configure this integration between your Oro Enterprise application and MS Outlook, you need to download the MS Outlook add-in.

The link to the MS Outlook add-in is located in your Oro application instance on the page of your user profile.

To download the add-in:

  1. Click My User below your username on the top right of the application screen.
  2. Next to the MS Outlook Add-in option, click the link to download the file.
  3. Open the downloaded file and start the installation process.

More information on how to setup MS Outlook Integration is available in the relevant MS Outlook Integration topic in the Oro documentation library.

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