To access the User Details side panel, simply click on a member’s name or profile picture from anywhere—with the exception of the Members page—in Kantata OX. This conveniently slides open the User Details side panel without leaving the page you’re working on.
The User Details side panel consists of four sections where you can view and/or edit member information; the Profile Header, Details, Schedule, and Custom Fields.
The header of the User Details side panel is visible to everyone and contains basic information about the user such as their name, title, picture, city, state/province, country, and timezone.
If you’re an Account Administrator, you’ll have access to the vertical More (“ ”) drop-down menu at the top-right; selecting Edit User from this menu opens the Account Members Details panel where you can edit user information.
The profile picture, location, and timezone can only be added or edited by the member from the Edit Profile page. However, Name and Title can be added or edited by either the member using the Edit Profile page or an Account Administrator via the Account Members Details panel.
The Details section of the User Details side panel gives you a more in-depth look at the user.
- Bio—A short member biography added via the Edit Profile page.
- Account Role—Shows the default Account Role assigned to the member by an Account Administrator from the Account Members Details panel.
- Email—Shows the member’s email address; this can be edited by the member using the Notification Settings page or an Account Administrator from the Account Members Details panel.
- LinkedIn Profile—A link to the member’s public LinkedIn profile; the URL can be added from the member’s Edit Profile page.
- Company—The company name and address is taken from the General Settings page. However, the URL for the company website only appears if added by the member from the Edit Profile page. The company logo only appears if one has been uploaded by an Account Administrator and Custom Branding is Active.
The Skills section shows user skills arranged by proficiency level from highest to lowest; only members with Reports Viewer, Reports Viewer with Cost, or Account Administrator permissions have access to this section.
By clicking Edit Skills, Account Administrators or Managers (if granted permission) can assign skills to users, remove them from users, adjust proficiency levels, and associate skills to a user’s role.
An Account Administrator can give a Manager the ability to edit user skills by checking the Manager Edits User Skills box in the Organizations section of the Account Members Details panel. Once designated, a Manager can add and remove skills from the user and adjust proficiency levels where available.
These can be work samples, resumes, and other relevant items. Up to 10 different portfolio items can be added by the member from the Edit Profile page.
The Schedule section of the User Details side panel allows you to see which projects an account member is involved in, as well as any upcoming time off they may have.
In the Current Projects section, you can scroll through projects (three at a time, up to ten) that the user is working on, including the project's current status.
Upcoming Time Off
In this section, you can view and add time off. Only upcoming time off is displayed; past time off will not appear. Clicking the Edit (“ ”) icon allows you to adjust the number of days or hours of time off requested. Click the Delete (“ ”) icon to remove the time off entry. To create additional time off entries, click Add time off.
If you add time off on dates directly preceding or following an existing time off entry, a separate entry will not be created; the original entry will simply be adjusted. For example, if time off has already been requested for October 25th and you create another time off entry for October 26th, the original entry will simply be extended from October 25th, 2019 to October 26th 2019.
You can also view a member's time off by expanding the team member's row in the project's Resourcing tab or the Resource Center, causing the Time Off row to appear directly below their name. If the member has any scheduled time off, this row will show the number of hours for each day and a small, gray triangle will appear in the upper-left corner of the day in the timeline.
Time Off also appears in Kantata OX's Utilization and Time Tracking performance analytics.
This section displays all the User Custom Fields (arranged alphanumerically) previously created by Account Administrators in Settings > Custom Fields. You are not able to add or delete custom fields from the User Details side panel.
User Custom Fields are viewable only if the field's Read Permissions are equal to (or greater than) the member's Account-level permission. For example, a User Custom Field with Read Permissions set to Reports Viewer can be viewed by members with Reports Viewer access all the way up to Account Administrator.
Read or Write Permissions are managed by Account Administrators; all new User Sets in Custom Fields default to being viewable and editable by Account Administrators only.