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User Details Side Panel Overview

 

Overview

The User Details side panel consists of four sections where you can view and/or edit member information: Profile Header, Details, Schedule, and Custom Fields.

To access the User Details side panel, click on a member’s name or profile picture from anywhere—with the exception of the Settings > Members page—in Kantata OX.

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Profile Header 

The header of the User Details side panel is visible to all account me mbers and contains basic information about the user such as their name, job title, profile 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.

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An account member can add or edit their profile picture, location, and timezone from the Edit Profile page. The Name and Title can be added or edited by either the account member on their Edit Profile page or an Account Administrator on the Account Members Details side panel.

Note: The profile picture, location, and timezone can also be edited by other account members that have the Edit profile for all account members permission in the Users access group set.

Details

The Details section displays the information located in the user’s profile and Account Member Details side panel in order to give you a more in-depth look at the user.Side_Panel_Details_section.png

  • View Profile—A link to the member’s Profile page.
  • Bio—Shows a short, optional member biography that was previously added on the Edit Profile page.
  • Account Role—Shows the default Account Role assigned to the member by an Account Administrator from the Account Members Details side 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 side 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 is taken from the General Settings page. 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.

Skills

The Skills section shows assigned user skills ordered from most proficient to least proficient. Only members with Reports Viewer, Reports Viewer with Cost, or Account Administrator account permissions can access this section.Resource-Side-Panel-Details-P2.png

By clicking Edit Skills, Account Administrators or Managers (if granted permission) can assign skills to users, remove skills from users, adjust proficiency levels, and associate skills to a user’s role.

Note: You cannot create new skills or edit existing skills from the User Details side panel. Only skills previously created by an Account Administrator in Settings > Skills will appear in the Search and Add Skills fields.

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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 side panel for that specific user. Once this box is checked, a Manager can add and remove user skills and adjust their proficiency levels.

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Portfolio Items

These can be work samples, resumes, and other relevant items. An account member can add up to 10 different portfolio items from their Edit Profile page. Resource-Side-Panel-Details-P3.png

The items are displayed from the oldest to newest. If you have more than three portfolio items, you can scroll through them using the pagination dots below the items or the arrows that appear to the left and right of the section.Portfolio_items.png

If an item includes an uploaded file, you can click the file link at the bottom of the item card to download it to your computer.

Schedule

In the Schedule section of the User Details side panel, you can see which projects an account member is participating in and any upcoming time off they may have.Schedule_section.png

Current Projects

In the Current Projects section, you’ll see project cards for the projects the user is working on (up to ten). You can scroll through three project cards at a time by clicking the pagination dots below the cards or the arrows on the left and right-hand sides.

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Each project card shows the project title, status, progress bar, team lead, and due date.

Upcoming Time Off

Note: An Account Administrator can configure who is allowed to manage time off in Time & Expense Settings.

In this section, you can add and view upcoming time off. Click the Edit icon to adjust the number of days or hours of future time off requested or click the Delete icon to remove the time off entry completely. To create additional time off entries, click Add time off.

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If you add time off on dates directly before or after 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—October 26th.

To learn how to add time off, see the Managing Your Time Off article.

Note: Time off also appears in Kantata OX's Utilization and Time Tracking performance analytics reports, in the project's Resourcing tab, and in the Resource Center.

Custom Fields

This section displays all the User Custom Fields (arranged alphanumerically) previously created by Account Administrators in SettingsCustom Fields.

Note: You cannot add or delete custom fields from the User Details side panel.

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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 are, by default, viewable and editable by Account Administrators only.

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