User preferences in A-Suite allow you to customize the layout according to your preferences. Here's a breakdown of how to navigate through these preferences.
To get to your User Preferences the first thing you'll do after logging in is click on your user icon in the upper right-hand corner and select User Preferences.
Then this menu window will open allowing you to start customizing your A-suite experience
- Initial Landing Page: Choose what screen loads when you first log into A-Suite.
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- Options include:
- Just the logo
- My home
- Compliance dashboard
- Team member browser
- Candidates Browser
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Default Browser View Mode: Select how you want the browsers to load.
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- List view (default)
- Card view
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Default Profile View: Choose how profiles load.
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- Peek view
- Focus view
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Text Message Inbox:
- Toggle to display the company inbox upon logging into the system.
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Show System Notes:
- Toggle to determine if notes are displayed by default.
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Auto Open Attachments:
- Specify if you want record attachments to open automatically when viewing a record.
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Remember Last Zoom:
- Set the zoom level for viewing attachments to match your last preference.
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Auto Suggest Users:
- Enable the system to predict users as you type their name in the search box.
By following these steps, you can customize your A-Suite experience to match your preferences and streamline your workflow efficiently!