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Help Center > Tutorials > Setup > User Preferences

Setting user preferences

User Preferences are individual settings each user account needs set up at least one time. The settings will follow the user wherever they log in. Users can update their personal settings anytime; preferences set here do not affect the system as a whole.

Step-by-step instructions

  1. To begin, click your name at the top right, and select User Preferences.

    user preferences

  2. In the General section, set your Default Business Unit (required). This will be your default business unit (BU) when entering new jobs in the calendar.

    You can also set Default row count for grid to the number of records to display in results grids before going to an additional page. You can select 20, 50, 75, or 100 records.

    general

  3. In the New Job section, select your Time Zone. This will set the time zone by default every time you begin scheduling a new job. Also check the Adjust clock for daylight saving changes box. That option is equally important.

    Set a default Location City and Location State if you want those fields to be pre-populated when scheduling a job.

    new job

  4. Under Reports, select a default Business Unit to be displayed on Report Header. Each report you print out in RB9 displays BU information, and the default you set here will be used for each report.

    reports

  5. In Notifications and Messages, it is recommended that you check this box. That way, messages you receive in Notifications and Messages will also be forwarded to your email address, giving you another method of receiving messages.

    notifications

  6. The last section of User Preferences, Email, is the most important. This is where you set your preferences for emailing out of RB9.

    When emailing out of RB9, you have 2 options for Outgoing Email Method: “Use Personal Setting” or “Use System Preferences.”

    email method

    If you will use the company-wide System Preferences, leave the setting as is, and there is nothing further to set up.

    However, if you will use your own email account(s), then select “Use Personal Setting.” Click add button to add a new email account. You’ll need to set all the required fields:

    1. SMTP Server – Outgoing SMTP server name
    2. SMTP Port – Port used by the outgoing SMTP server
    3. Require Secure Connection – Check this box for SSL encryption of your email.
    4. Require Authentication – If the SMTP server requires authentication, check this box.
    5. Email – Your email address (must be a valid email address set up in the email server)
    6. Password – Password for the above email address

    If you have trouble obtaining this information, contact your personnel that assisted with setting up your email.

  7. The Signature section is a nice feature, because each user can design their own email signature to give each email a nice personal touch. If you need directions for how to create a signature, see Customizing email messages & web pages in the RB9 User Guide.

    Check the Default box if this account should be used by default when sending emails out of RB9. Click Save.

    email personal

  8. If you have additional email accounts you need to email from, click add button and add them by performing the same setup as above.

  9. If you like to review your emails before sending them, check the Show mail composer box.

  10. When finished setting your user preferences, click Save.