User Profile

The User Profile and Personal Information page features information on users’ roles, policies, and licenses, in addition to background on related topics.

To open a user profile, click the next to the user display name at the top right of the Evolve site. A panel with the following links will open:

Personal information

On the Personal Information page, you can enter (and update) the following: 

Information Detail
Salutation Ms., Mrs., or Mr.
First Name User’s first name.
Last Name User’s last name.
Display Name User’s display name. This will be displayed at the top right of the Evolve site.
Department

Departments are pulled from the Users page, and you can add any number of them.

If a new department is added in the process of adding a user, it is added to the department list.

You cannot edit departments. They are automatically pulled from Active Directory as the user is added or when UserSyncJob is executed on the system.
Job Title

The Job Title is pulled from the Users page, and you can add any number of job titles.

If a new job title is added in the process of adding a user, it is added to the list.

You cannot edit job titles. They are automatically pulled from Active Directory as the user is added or when UserSyncJob is executed on the system.
Suffix Sr. or Jr.
Email ID User’s email ID. All email from the Evolve server to the user are sent to this email address. You cannot edit this parameter.
Time Zone

Users can change the time zone of the site. Changes apply to the logged-in user only.

Note:

When Time Zone is empty, it respects the time zone of the server machine. Consider end user is using a machine in IST where as server is in EST. If the time zone will be empty, then EST time zone will be respected.

Language Preference The language preference is set by default to the primary language of the Evolve site locale. This locale is provided during the initial Evolve Server user activation. At any time, you can change the language preference in accordance with your needs.
Locale Locale options sit within the language preference setting, and they determine the date and number field formats on the site. Users can change the locale according to their needs.

Personal preferences

Under Personal Preferences, you can set the amount of time you want to view Error and Success messages, choosing either to view the messages for 5, 10, or 15 seconds or to have the messages remain visible on an ongoing basis.

Also under Personal Preferences, you can set your preferences for sorting, filtering, and for the number and order of columns on a page. These settings are retained over time. For example, if you set sorting to "On" while working on the Templates page, that setting is retained even if you work in multiple other areas of Evolve and then return to the Templates page.

If you do not set preferences, the default settings below will be in effect. (If you set the sorting setting to "On," you eliminate variation in the way information is sorted within lists and on tiles.)

Function Default Setting
Sorting Off
Filtering Off
Columns On

Manage SAP credentials

For auto-logon in scheduling and AutoRun, users can save their SAP credentials to Evolve Server. The data is saved through AES-128-bit encryption.

Save SAP credentials to Evolve

  1. Logon to the Evolve Server.
  2. Click the next to the user display name at the top right of the Evolve site. A panel will open.
  3. Select Manage SAP Credentials.
  4. Click the Add button. A side panel will open.
  5. Enter the following details in the Add SAP Credentials panel:
    1. Connection Name: select the SAP server from the list.
    2. SAP Username, password, and preferred language.

  6. Click Save.

    Note: It is important to test your SAP Username and password to avoid delays at run time. To test your credentials, click the Test Connection button. If the credentials are correct, you will receive a confirmation message.

Delete SAP credentials

To delete SAP credentials, follow these steps:

  1. On the Manage SAP Credentials page, select the SAP server you want to delete.
  2. Click the Delete button at the top of the page.
  3. You will be prompted to confirm the deletion. Upon your confirmation, the SAP credentials will be deleted.

Edit SAP credentials

To edit SAP credentials, follow these steps:

  1. On the Manage SAP Credentials page, select the SAP server that you want to edit.
  2. Click the Edit button at the top. A side panel will open.
  3. Enter the following details in the Update SAP Credentials panel:
    1. Connection Name: from the list, select the SAP server.
    2. SAP Username, password, and your preferred language.
  4. Click Save.

Manage Data Source credentials

Enable System Creds

Option will be displayed only with one of the following authentication type:

Basic

SAP HANA Basic

Salesforce

  1. Navigate to the top right corner of Evolve application and click user initials.

  2. Select Data Source Credentials.

User will be able to add credentials for Rest API connection having Authentication type as Basic ,SAP HANA Basic or Salesforce and Enable System Creds toggle is disabled.

Add Data Source Credentials

User can add credentials for Rest API Data connection with Authentication Type Basic ,SAP HANA Basic or Salesforce and Enable System Creds is OFF.

Edit Data Source Credentials

User can edit the credentials using Edit Option.

Delete Data Source Credentials

User can delete the credentials using Delete Option.

My policies

This page includes policies applicable to the logged-in user. This is a view-only page; you cannot update policies on this page.

The following policy information is on this page:

  • App – Name of the app to which the policy is applicable
  • Type – Policy type (Transaction or Query)
  • Name – Policy name
  • Description – Policy description
  • Server Type – Server type for which this policy was created (Production or Non-Production)
  • Detail – Policy details

My roles

This page covers the Global Roles and App permissions available to the logged-in user. This is a view-only page; you cannot update or otherwise work with the roles from this page.

  1. Global Roles : all Global Roles to which the logged-in user has been added. These roles may include the Global Administrator, Reports Administrator, or Visitor role.
  2. App Permissions
  3. Library Permissions
  4. Solution Permissions

If a user is both a User and an Administrator of the app, “App Administrator” appears next to the app name.

Expand the app to view all app libraries and app library permissions. If you expand an individual library, permissions for individual solutions within that library are displayed.

My licenses

The My Licenses page includes all licenses assigned to the logged-in user. This is a view-only page; you cannot update or otherwise work with the licenses from this page. It includes the following license information:

  1. License name
  2. License type
  3. License expiration date (if it is a perpetual license, the expiration date field will be empty)
Note:

When the License key is 'Renewed' after expiration than those License IDs have #(hash) with time stamp.

Delegation

Out of office delegations allow you to automatically assign your incoming assignments to another member of your team when you are out of the office. In this way, you can maintain uninterrupted execution of your company’s business processes.

You can create multiple out of office delegations to automatically reassign assignments from various workflows to your team members. Assignments are delegated based on matching criteria which you set. For example, assignments matching criterion A are routed to John, assignments matching criterion B are routed to Lisa, and assignments not matching any criterion are routed to Samantha.

Add delegation

  1. On the Delegations page, click Add.

  2. In the Select User area, go to the To User drop-down list and select the user who will receive the assignments.

    Note:

    Please ensure the user to whom you assign a task has the permissions required work on the assignments you delegate to them.

  3. From the Select Dates area, select the start and end dates.
  4. From the Add Rules area, select the rule criterion from among the following options:
    1. All - All your workflows are delegated to the selected user.
    2. Name starts with - Workflows with names beginning with the specified value (defined in the Value field) are delegated to the selected user.
    3. Name ends with—Workflows with names ending with the specified value (defined in the Value field) are delegated to the selected user.
    4. Name contains—Workflows with names containing the specified value (defined in the Value field) are delegated to the selected user.
  5. Add a value to the Value field.

  6. Click Add. A new listing will be added to the delegations list.

    Note:

    Assignments are delegated based on matching the criteria of a delegation listing. If you have multiple delegations, they are evaluated from the top down. You can sort the stacking order of multiple delegations by using the corresponding arrows next to each listing.

    Tip: Add a generic delegation at the end of your Delegations List. This will catch any tasks not matching the criteria of your other listings.

Delete delegation

  1. On the Delegations page, select the delegations you need to delete.
  2. When prompted, confirm the deletions.