Important

You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained.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.

My Configuration

In this section, you can personalize the configuration of your Oro application. This configuration, if made through your profile menu, does not affect other users. To configure the settings for the whole system, please see the System Configuration guide.

To reach the My Configuration page:

1. Click on your user name on the top right of the application page.

2. Click My Configuration .

Important

User-level configuration settings can fall back to organization settings. For this, select the Use Organization check box next to the selected option. To go back to the default user-level settings, click Reset on the top right.

Two categories of settings are available for configuration at user level:

• System Configuration (General Setup, Integrations)

• Commerce (Sales)

More information about the options available for each of the two categories is available below.

Update Localization Options

In the Localization section, you can configure the following localization and map-related options:

Location options

Field	Description
Primary Location	Select the country which will be considered the user’s primary location. The addresses the user sees on the interface will be formatted according to the rules of this country.
Format Address Per Country	When this option is selected, addresses will be formatted according to the rules of their countries. Otherwise, the primary location formatting will be applied.
Timezone	Select the timezone for the user location. All dates and times will be displayed according to the specified timezone.

Map options

Field	Description
Temperature Unit	Select the temperature unit. This settings will be applied for weather on map.
Wind Speed Unit	Select the wind speed unit.

Localization settings

Field	Description
Default Localization	The default language of the back-office and storefront UI for the current website.

Update Display Settings

In the Display section, you can configure the following display options:

User bar

Field	Description
Show Recent Emails	Select this check box to display the recent emails on the user bar (they will appear next to the user name).

Navigation bar

Field	Description
Position	Select whether the application main menu will be positioned at the top of the page or on its left.

Data Grid settings

Field	Description
Items Per Page By Default	Select how many records will appear on one page of record grids.
Lock Headers In Grids	Select this check box to ensure that headers of a record grid will stay visible while you scroll.
Record Pagination	Select this check box to enable the user navigate to the previous or next grid record from a record view page.
Record Pagination Limit	Type the maximum number of records that the user can navigate from a record view page.

Activity lists

Field	Description
Sort By Field	Select whether to sort activity records by the date when they were created or by the date when they were updated for the last time.
Sort Direction	Select whether to sort records in the ascending or descending direction.
Items Per Page By Default	Select how many records will appear on one page of the activity grids.

WYSIWYG settings

Field	Description
Enable WYSIWYG Editor	Select this check box to enable text formatting tools for emails, notes and comments.

Sidebar settings

Field	Description
Enable Left Sidebar	Select Yes to enable the user to see and utilize the left sidebar.
Enable Right Sidebar	Select Yes to enable the user to see and utilize the right sidebar.

Reports settings

Field	Description
Display SQL In Reports And Segments	Select this check box to enable the user to review the SQL request sent to the system for a report or a segment.

Update Email Configuration Options

In the Email Configuration section, you can configure the following email related options:

Signature

Field	Description
Signature Content	Type the signature to be appended to the user’s emails.
Append Signature To Email Body	Select whether the signature must be appended automatically or manually.

Email synchronization settings

Field	Description
Enable IMAP	Select this check box to enable the IMAP synchronization of the user’s remote mailbox with their Oro mailbox. Additional fields that alow you to configure IMAP settings will appear.
IMAP Host	Available only when Enable IMAP is selected. Enter a host name of your IMAP server, e.g. imap.gmail.com.
IMAP Port	Available only when Enable IMAP is selected. Enter a port that IMAP uses, e.g. 993.
Encryption	Available only when Enable IMAP is selected. Select the type of encryption: SSL or TLS.
Enable SMTP	Select this check box to enable the SMTP synchronization of the user’s remote mailbox with their Oro mailbox. Additional fields that alow you to configure SMTP settings will appear.
SMTP Host	Available only when Enable SMTP is selected. Enter a host name of your SMTP server, e.g. imap.gmail.com.
SMTP Port	Available only when Enable SMTP is selected. Enter a port that SMTP uses, e.g. 993.
Encryption	Available only when Enable SMTP is selected. Select the type of encryption: SSL or TLS.
User	Enter a username used to access mailbox on the configured server. For example, for Gmail, an email address server as a username: alanwise@gmail.com
Password	Enter the password to a user’s mailbox.

Click Check Connection/Retrieve Folders to check whether the specified synchronization settings are correct, and to retrieve the current folder structure of the user’s remote mailbox.

Email Threads

Field	Description
Display Email Conversations As	Select whether to visually group original emails with replies to them or show all emails separately.
Display Email Conversations In Activity Lists As	Select whether to visually group original emails with replies to them in the Activities sections of the record view pages or show all emails separately.

Reply

Field	Description
Default Reply Button	Select which button will be default for replying to emails: Reply or Reply All. Other button will continue be available in the Reply menu, it will just not be on the top of the list.

Update MS Outlook Settings

Important

The Outlook integration is deprecated and therefore no longer maintained. The integration will be removed in version 4.1.

In the MS Outlook settings section, you can configure the following integration and synchronization settings:

Note

Integration between MS Outlook and your Oro application is available only for the Enterprise Edition of your Oro application. For more information about the synchronization with Outlook, see the Synchronization with Outlook guide.

Integration settings

Field	Description
Sync Direction	Select whether the data will be taken from the Oro app to Outlook, from Outlook to Oro app or synchronization will occur in both directions.
Conflict Resolution	Select whether the Oro app or Outlook has priority if the same piece of data has been changed in both systems.
CRM Sync Interval (In Seconds)	Type how often changes on the Oro application side will be checked.
Outlook Sync Interval (In Seconds)	Type how often changes on Outlook side will be checked.

Synchronization settings

Field	Description
Contacts	Select this check box to synchronize the contacts.
Tasks	Select this check box to synchronize the tasks.
Calendar Events	Select this check box to synchronize the calendar events.

Update Contact Information

In the Customer Visible Contact Info list, the user will see the options that are enabled and selected in Available User Options on the system, website or organization levels.

More information on how to configure the contact information visible to the customers of your store, please refer to the Configure Sales Representative Information topic of the Configuration guide and the contact information configuration sample.

Related Topics

• My User

• My Emails

• My Tasks

• My Calendar

• Log Out