Profile

In the Profile feature, the user can customize and change the User Settings as required:

General:


Email:
Only an Administrator can see and edit its profile email.
Selection Page Overwrite:
When the slider is activated, the Filters defined in the Selection Page on open will overwrite the Filters saved with the View.
Default Export Format:
Select the export format type from the drop-down list. This format will always be the default for all exported documents.
First day of the week:
Select the day from the drop-down list.
Link To opening behavior:
If you select Internal Tab: The Link To feature opens the link next to the current View.
If you select External Tab: The Link To feature opens the link in a new tab in your Web browser.
If you select New Popup: The Link To feature opens the link in a pop-up window. This is very useful when using a View coming from Nectari within an application such as Sage X3 and Microsoft Teams.
Note

When used directly in embedded or standalone applications, the opening behavior automatically switches from Opening in a new tab to Opening as a pop-up window. This is to ensure that it works even if the settings were not configured, as the Opening in a new tab is not supported for the embedded view.

Save:
Click on this button to apply your changes.
Cancel:
Click on this button to cancel your changes.
Note

For the selected Default Export Format to take effect in the Sharing properties section, Log out and Log back in.

Regional Settings:


Content Language:
Set the language the content should be displayed. For instance, you can have the interface language sets to English and have the folders, Data Model names set in French.
Regional Settings:
Specify the way Decimal and Digit Grouping symbols should be displayed depending on the selected country.
Date Format:
Specify how the date should be displayed. If the format is set to None, it's the default ISO format (YYYY-MM-DD) which will be applied.
Time Format:
Specify how the time should be displayed. If the format is set to None, it's the default ISO format (HH:MM) which will be applied.
Save:
Click on this button to apply your changes.
Cancel:
Click on this button to cancel your changes.

Opening Parameters:


Set the default Tab that will open by default on Login.

Choose among Data Models and Views, Dashboards, Reports or Favorites.

Save:
Click on this button to apply your changes.
Cancel:
Click on this button to cancel your changes.

Cache Management:


Empty Cache:
Click on this button to clear the Web Client cache regarding Data Models, Data Model Parameters, Environments, Languages, Global Permissions, Goups and Users.

Notifications:


Enable the type of notification you prefer. Users are notified when a new View/Report/Dashboard becomes available for them. Assuming all the security prerequisites are met.

Application:
By enablingApplication slider, notifications appear in the bell icon at the top of the screen.
Email:
By enabling Email slider, notifications are sent by email.
Save:
Click on this button to apply your changes.
Cancel:
Click on this button to cancel your changes.