Overview
The user profile dropdown menu is accessed from the user profile icon on the right side of the screen.
Note: The options shown in this menu depend on the user’s assigned security permissions.
Profile menu options
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Branch Preferences: Define branch-specific planning defaults, working days, and work order visibility rules.
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Branch Management: Configure individual or group branch records to filter work orders.
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Filter Management: Create and manage custom filters for specific work order views.
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Security Management: Access feature-specific permission settings.
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Purge All Changes: Remove all unpublished planning changes.