Set up Profiles

To edit a profile, select it from the profile list. It will be displayed in edit mode on the right.

Basic information is automatically retrieved from your company’s directory service and synchronized into fields in your profile. Fields that are filled this way are indicated by a chain symbol (Figure 154, “Chain Symbol for Automatically Synchronized Data”).

empower^® frequently synchronizes the data from the directory service to ensure the data is always up to date.

A crossed-out chain symbol (Figure 155, “Crossed-out Chain Symbol for Not Automatically Synchronized Data”) indicates that:

Fill in any missing data you want to add. Only temporarily change existing data if necessary.

If you have changed data, the input is displayed in bold formatting (Figure 156, “Bold Formatting for Manually Changed Profile Data”).

To reset a specific profile field, click on the crossed-out chain symbol. This will lead to the field being filled by data synchronized from the directory service (if applicable) and thus delete the data you entered manually.

If you have finished entering your data, click on the button Save (Figure 157, “Button Save”).

If you do not want to save your changes and want to reset your profile to the initial version, click on the button Reset (Figure 158, “Button Reset”).

A dialog box opens.

To confirm your changes, click on the button OK (Figure 159, “Dialog Box for Reset”).

To add a profile, click on the button New (Figure 164, “Button New”).

A drop-down menu opens.

In the drop-down menu, click on the button Profile (Figure 165, “Option Profile”).

The new profile is displayed in edit mode on the right.

Data from the directory service is preloaded. As mentioned above, you can overwrite this data by manually entering different data.

If you have finished entering your data, click on the button Save.

Once more than one profile has been created, any of your profiles can be set as the default profile. The first profile, which is created automatically, is first set as the default profile.

To manage your default profiles, click on the button Manage Defaults (Figure 166, “Button Manage Defaults”).

A dialog box opens.

In this dialog box, you can set up to three default profiles which will be used to fill in your documents or to create your e-mail signature (Figure 167, “Set Default Profiles”).

You can choose from all profiles listed in your profile management window under My Profiles and Referenced Profiles.

Adding additional default profiles can be useful if a document template includes multiple placeholders for data from multiple profiles.

In addition, you can set a default location and a default language to be used.

In the list under Default Location, all available companies and their locations are listed (Figure 168, “Location Data”). To add a default company location, choose one from the list.

If there is no default location, the document templates will not be filled automatically and empower^® will prompt to select a location each time a document template is opened.

In the drop-down menu under Default Language, all available languages are listed (Figure 169, “Translation”). To add a default translation, choose a language from the list.

The language setting is decisive for the display of the referenced profile and company data. Information that is maintained in empower^® by your empower^® Administrators in multiple languages is displayed according to the selected language. Also, signatures are created by completing signature templates with labels and data in the specified language, if available.

For example, a referenced country (e.g. Germany) from a location is mapped as Germany or Deutschland, depending on the language selection made.

In empower^®, the translation labeled Default can be configured for language settings by your administrators. Typically, this default is set to English. If Default is selected, the document template is filled according to the set translation language labeled as default.

If you have finished, click on the button Save Defaults (Figure 170, “Button Save Defaults”).

Your settings are saved.

To delete a profile, select the respective profile and click on the button Delete (Figure 174, “Button Delete”).

A dialog box opens.

To confirm the deletion process, click on the button OK (Figure 175, “Dialog Box for Profile Deletion”).