Preference profile management
As of 5.4, we have introduced a Preference profile management section which will allow you to set user preferences, in bulk, without the use of a script. This means that when you add new content with metadata that didn't already exist, we can include this within the users settings.
Preference management
The
Preference
Management
section is found within the System admin
screen. To get there, navigate to your profile drop down menu and select System admin
:
The
System admin
screen opens. Within the System admin
screen, navigate to Services
> Preference management
:
The
Preference management
screen opens:
note
Please note that if the
Preference management
section is not available, please contact HighQ support to get this enabled.Once you are in the
Preference management
screen, click the More actions
button for the preferences you wish to edit:
The
Edit preference
screen opens:
Within the
Edit preference
screen, there are 5 tabs. Each tab is detailed below, starting with Details
.Details
Within the
Details
tab, you can set the Status
of the preference profiles. You have the choice between Active
and Archive
:
Additionally, you can add single organisations or groups to the preference profiles via the search bar:
Search for the group or organisation you want to add and click them to add them.
You can also bulk add groups and organisations via
Bulk add
:
Clicking
Bulk add
displays the Add organisations, organisation groups or user groups
screen:
Select multiple groups and/or organisations and select
Add
to add them. Select Save
to save your changes.Now you can move onto the
Modules
tab.Modules
Select
Modules
to display the Modules
tab:
In the
Modules
screen, you can select which modules you want the email preferences to apply to.Once you have selected which modules you want the email preference set for, select
Save
.Now you can move onto
Email preferences
.Email preferences
Select
Email preferences
to display the Email preferences
screen:
Within the
Email preferences
screen, you can select the frequency of the emails via the Email frequency
dropdown:
You have a choice between Daily, Weekly, Fortnightly, Monthly, Quarterly or Never. Additionally, you can select which metadata you wish to be displayed in the email.
Once you have selected the frequency and the metadata select
Save
to Save your changes.Now you can move onto
System preferences
.System preferences
Select
System preferences
to display the System preferences
screen:
Within the
System preferences
screen, you can select which language you want from the Language
drop-down:
You currently have choices of
English (UK)
, Dutch
, English (US)
, French
, German
and Spanish.
Additionally within this screen, you can select specific metadata to be set as a default preference.Once you have selected your language and metadata, select
Save
to save your changes.Now you can move onto
Actions
.Actions
Select
Actions
to display the Actions
screen:
There are two types of bulk preference updates possible:
- Apply Extra Preferences to users- This is for example if you have had to create a new metadata label called "Covid-19" to react to a global pandemic and you want to include this in your daily/weekly/monthly emails to all users. You can apply this extra setting to the user profiles in addition to the preferences that they already have
- Override User Preferences- This is for example when you would like to override all user metadata preferences, even if they have chosen these items themselves, and give them a different set of preferences.
note
Please note that this feature is a very powerful tool but can affect lots of users that cannot be reversed if someone was to make a change by mistake so it is highly recommended by default to have this preference turned off and then only turned on when it is required. Make sure the client knows reads the full KC article on this as it is important they are aware of the implications of this.
If this feature is to be used in implementation I would recommend turning this function off before Go Live.
Please note the following:
- When an action is in operation all other buttons will be disabled
- If you set a metadata node that is applied to a module that a user has not been given permission to they will not receive email content or preferences for that metadata until permissions are given
- Updating a large amount of users at once will take some time and will disable the other buttons
- It is possible to apply multiple preference profiles at the same time but would recommend that this is not done in case the same users are in both preference profile groups. It is possible to use the User Report to check which preference profile groups the users are in
- Highly recommend this to be used during the implementation stage of a project and then disable it so that no system admin user can utilise it constantly or use it on an exception basis (e.g. if new metadata nodes are introduced like "Covid-19" and you then want to apply this settings for all
Select
Save
to Save
your changes.note
Please note that this does not cover new users. Therefore, you will still need to apply the pre-selection of system preferences to the organisation level to be applied for new users
Profile preferences audit report
With the addition of the new
Preference profile management
section, we have introduced a new audit report called the Profile preferences audit report
. This report is available by navigating to your profile drop-down menu> System admin
> Audit & reports
> People & organisations
> Profile preferences audit report
:
The
Profile Preferences Audit Report
screen opens:
Select
Download to excel
to download the report.The report will contain details on what actions have been committed by which users.
note
Please note that users who are currently in the profile but have not had any actions applied, will not be included in this report