Profile

Your Profile page displays your tenant account information and also provides customization options via which you can modify the appearance of your workspace. All tenant members have access to the Profile page. It is a selection option on the User drop-down menu on the Title bar. See the following illustration:

Account Information

This section displays the following information about your tenant membership. No other personal data is stored.

• Name - The name associated with your MarketPlace account.

• Email Address - The email address associated with your MarketPlace account.

Important! Dispatcher Stratus does not store any additional information about users.

Editing Account Information

You cannot edit your account information here. It is generated from outside the portal, and you must update the information at the source in order to change the display here. Your tenant admin specified your tenant’s source of account information during the tenant configuration process. The source is one of the following:

• MarketPlace - To change your profile information, access the Konica Minolta MarketPlace Profile page.

• Local database - To change your profile information, change the related values within your authentication database.

Change Password

If the tenant has been configured to use the Cognito login method, users will have the option to Change Password. To update your existing password, do the following:

1. Select the Change Password link.

2. Enter a new password in the New Password field. Passwords must contain:

• At least 8 characters
• At least one upper case letter
• At least one lower case letter
• At least one number
• At least one special character
• No spaces

In addition, the password will receive a strength score. It is recommended that password strengths be green for security.

3. Enter the same password in the Confirm Password field.

4. Select the Save button.

Link to MarketPlace

If the tenant has been configured to use a login method other than MarketPlace, you will see a Link to MarketPlace button. This allows you to connect your tenant profile to your Konica Minolta MarketPlace account. Do the following:

1. Select the Link to MarketPlace button.

2. Enter your login credentials for MarketPlace. Then, select Log In.

3. You will be redirected back to your tenant’s Profile page, where you will see your MarketPlace account information.

To unlink your account from MarketPlace, select the Unlink from MarketPlace button.

Out of Office

Use this section to designate yourself as “out of office” within your tenant. You can:

• Specify a period of time during which you will be out of office.
• Select a tenant member to assume your tenant ownerships and take over any activity associated with those ownerships while you are out of office.
• Send an automated “out of office” email message whenever you receive a notification from the tenant while you are out of office.

Note: This area is active only for tenant members with the Users/Out of Office permission.

The following illustration shows a user who will be out of office for one week in August. During that time, the user’s jobs will be reassigned and an automated email will be sent in response to notifications received by the user’s Dispatcher Stratus inbox.

Configuration Options

The Enable Out of Office toggle indicates your current status. If enabled, you can edit your current configuration. If disabled, you can enable it and configure your out-of-office settings.

Once you enable this feature, the following options activate:

• Dates Out of Office - Specify the start and end dates of the period you will be out of office. The system records a log of this action.

  • Start Date and Hour - Defaults to the top of the next hour, but you can enter a future date/hour.

  • End Date and Hour - You must manually enter an end date and time.

• Reassign to - You can choose a member to assume your current tenant ownerships and take up any activity associated with those ownerships while you are out of office. All of your tenant notifications will be redirected to this member (the “recipient”), and all of your workflows will be shared with the same member. If you select “Do Not Reassign”, job activity requiring your input will not progress.

• Send Email - Send an automated email in response to any tenant notifications sent to you while out of office. A default outgoing message is provided, but you can customize it. In addition, if you choose to reassign your activity, an automated message will be sent to the recipient when your out of office period begins.

Note: The Save button is active only when changes are pending. Once you save your changes, your out of office status updates.

About Reassigning Jobs

• Reassigning jobs affects many elements of Dispatcher Stratus and frequent reassignments can disrupt the continuity of tasks. We recommend you use this feature with care.

• Once a job is reassigned away from you through this process, it cannot be undone. To regain ownership of the job, a tenant member must assign it back to you as part of a configured workflow.

• If you are currently “out of office” (that is, Enable Out of Office is toggled on), and you are configured to reassign jobs, changing the recipient will affect only future jobs. Jobs already reassigned will remain with their recipient.

Returning to the Office

When your out of office period expires, new activities will again be directed to you and all ownerships except jobs will revert back to you. Reassigned jobs remain with the recipient.

User Preferences

This section contains customization options, via which you can modify the appearance of your tenant workspace to suit your personal preferences. A partial view of the User Preferences section appears below:

Start Page

Select the page you want to appear first each time you visit the tenant. You have the following options:

Quick Links

Add up to three links to your Navigation pane, providing quick access to the actions you perform most. You have the following options:

Site Appearance

Use these options to customize the appearance of portal pages. The following sections describe your options. Select various combinations to preview the results. These selections will also be reflected in the Form Builder tool.

Theme

Select a “theme” for your workspace. Choose one of the following options. Your screen updates so you can preview the appearance:

• Light

• Dark

• System (your computer’s system settings)

Background

Choose a background image for your workspace. If you upload your own image, it must be a valid image type, and cannot exceed 2MB. We recommend the following dimensions:

• 1920 x 1080

Colors

Use this section to colorize the headers in your workspace and adjust their opacity with respect to the selected background image.

Table Headers

Adjust the opacity of table headers, and/or colorize them, by moving the sliders. The box above the sliders adjusts to show the result. You can also view the Account Information and User Preference headers on this page, or navigate to another page containing headers such as the Devices page.

Header bar and Navigation pane

Adjust the opacity of the Header bar and the Navigation pane by moving the sliders. The box above the sliders adjusts to show the result. You can also view the header on this page, or navigate to another page containing headers such as the Devices page.

Data Retention

Specify how long you want your tenant to preserve system messages generated for you. You can set the duration for the following message types:

• Informational messages
• Error messages
• Job messages
• Other messages

Messages will remain in your inbox for the specified duration. Options include:

• 1 Day
• 7 Days (Default)
• 30 Days
• 90 Days
• 180 Days
• 365 Days

Note: Updates to these settings affect only messages generated after the update. Existing messages will honor the setting as it was configured at the time they were generated.

Profile Signature

An electronic signature, or eSignature, is data that is logically associated with other data and which is used by the signatory to sign the associated data. This type of signature has the same legal standing as a handwritten signature, as long as it adheres to the requirements of the specific regulation under which it was created (for example, eIDAS in the European Union or NIST-DSS in the United States). Note that electronic signatures are a legal concept distinct from digital signatures.

You can create a default electronic signature for use in Dispatcher Stratus forms in which a Signature field is included. If you enable your signature here, it becomes available for selection on forms requiring your signature. Your profile signature is available only to you, and only for use within the tenant.

Note: Your profile signature is distinct from a signature you create in a rendered form.

Creating a Profile Signature

To create your profile signature, do the following:

1. Select Enable User Profile Signature until the toggle slides to the right side.

2. Select an input method. You have the following options:

   • Type - Type in your signature using your keyboard. The name associated with your profile defaults, but you can edit it. The signature’s font type is pre-defined and you cannot change it.

   • Draw - Draw your signature using your finger, your pointer, or a stylus (if you have one).

   • Upload - Browse for an existing electronic signature stored on a connected device. The following file types are supported, with a maximum file size of 2 MB:

     • .PNG
     • .JPG

3. If you draw or upload a signature, the Clear Signature link appears. You can clear the current signature and create a new one or, if you are satisfied with the current signature, click away from the entry field.

Once you save and exit the Profile page, the signature becomes your profile signature and is available for selection by you on forms created in the Form Builder. If you ever disable your signature, Stratus will preserve it so that you can use it again.

Note: When adding your electronic signature to a form, the Signature window includes a link to your Profile page, where you can create a new signature and save it as your default signature. You can then return to the form and use your new profile signature.

Signature Options in the Form Builder

Forms are created in the Form Builder. The Form Builder enables a form’s creator to include a Signature field in the form, and to provide the form’s respondents with up to three ways to enter their electronic signature on the form:

• Type - Type in the signature using a keyboard.

• Draw - Draw the signature using a finger, mouse, or stylus.

• Upload - Browse for an existing electronic signature stored on a connected device.

In the following illustration showing the Properties panel in the Form Builder, a Signature field has been added to a form and selected for editing. All three signature types are selected, so that users of the rendered form will have all three options to choose from.

Selection Options for the Signature Window on a Rendered Form

The Form Builder does not include Profile as a selection option. The Profile option is available for selection only on a rendered form, and only for users who have enabled their profile signature on their Profile page. In the following illustration, the Profile option is active and selected on a rendered form:

Note: Your profile signature is not affected by any signatures you create and submit in a rendered form. You can only create or edit your profile signature on the Profile page.

Language

Select the display language for your workspace. You have the following options: