Tip: if you're looking to add other users (staff) to your AffinityLive deployment, here's the page that will guide you through.

PROFILE: View my User details

Initially, you should review your AffinityLive user profile to ensure the details are correct. 

To view your details, click your username from the top right of the screen, then Profile.

Others can view your profile from the administration section, if they have been granted permission by an administrator.

User Summary

This section provides a quick overview of your current contact details. By default, this information will appear in your signature for emails you send from AffinityLive.

If you are not using the system default timezone, then your preferred timezone will be shown.

To edit your timezone and other settings, click "Edit (Your Name)" from the taskbar.

To change your AffinityLive password, click "Change password" from the taskbar. For Google Apps users, this will read "Set Web Filesystem Password" - since you don't need a password to login to AffinityLive.

User Activity

The default view under this section is of your recent usage of AffinityLive- this is measured by the number of activities you have entered and the number of hours logged, on a week by week basis.

Managers
This tab lists any staff members that the current user is managing. Managing a user tells AffnityLive to cc you on any work they log or emails they send from AffinityLive. This is usually helpful within the first few months for orienting a new staff member.

Groups
The groups tab lets a user see which staff groups they are associated with. Different groups are typically setup with different access permissions.

Permissions
This tab allows a manager or administrator to explicity set the permissions for a user. This is usually not necessary. Individual permissions work alongside any group permissions - they do not override each other.

Edit your user account

• To edit your user details, click the "Edit (Your Name)" button from the taskbar.

Enter your names, phone numbers and position/job title as you wish them to appear to other AffinityLive users. These also appear on your email signature for emails sent from AffinityLive.

Email - Make sure this is your regular work address, since emails you send from AffinityLive will appear to come from this address. Also, notifications and alerts from AffinityLive will be sent here.

Timezone - Select your usual timezone. This will affect the datetimes you see on activities, activities and so on. Whenever you use a date/time picker you should enter the values according to your timezone. The time will be converted for users in different timezones. Daylight savings is automatically handled, so pick your normal timezone.

More: Your administrator may have setup additional user fields, such as "twitter handle" or "linkedin profile" and may expect you to fill these in so they appear in your signature.

Username - Your username is used when logging into AffinityLive (except Google Apps users), and also for your AffinityLive email alias when forwarding incoming email to AffinityLive.

So if you change your username to james.smith you also need to modify any email fowarding rules to go to james.smith@yourdomain.affinitylive.com

Access Level: You will only be able to adjust this field if you are an administrator. This fields allow you to change a user account to Admin, Professional or Collaborator.

Status: If you set your user account inactive, then you will not be able to login and your account will be hidden to other users.

User Preferences / Settings

Click your username > Settings to update the options for:

1. Your default home screen and dashboard
2. To choose your working days - your schedule will only show tasks for these days.
3. To update some important email privacy can contact management options.
4. And to manage the amount of email notifications you get from AffinityLive.

If you're not sure how to configure the Privacy & Email Preferences section:

• Default Visibility - to get the most out of AffinityLive sync we recommend using the "Selective" setting so that all emails are visible to all users by default, but emails will be kept private based on any contact or company relationship settings you have enabled.
• Auto Contact Import - Using the "Wizard" option is probably best here. This way AffinityLive alerts you of new contacts to import and you can choose when and if to import them.
• Auto Contact Creation - Keeping this enabled is very helpful provided you don't receive loads of irrelevant mail from associates which you don't really want to keep track of in AffinityLive.
• Action Email Replies - If you start using the "Inbox" screen then this can help keep the list under control.