Symbient Opta User Documentation
Topics
Home FAQ
Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
Create Purchase Orders Add Items to Purchase Orders Search Purchase Orders
Add Items to a Refund
Bulk Load Companies & Business Customers Bulk Load Contacts & Individual Customers Bulk Load Products Build Your Bulk Load Lists
Manage Companies Add Companies
Company Overview Custom Fields
Manage Lists Add Lists Edit Lists Delete Lists
Predefined Lists
Manage My Company Add Employees Make Payments
Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
Vendors & Suppliers
Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Update Your User Settings & Preferences

Prerequisites: None Alternatives: None See Also: None



As a user of Symbient Opta, you are required to provide information about yourself that is used by your employer, as well as the application itself. This information includes, without limitation, a username, email address, password, first & last name, address, city, state, zip, country, phone, and timezone. You can maintain this information yourself by using the User Preferences page.



  1. Log into Symbient Opta.
  2. Click your name in the top-right corner of the page. This will drop down a window that shows your user profile picture and name.
  3. Click the "Settings" button at the bottom of this drop down window to navigate to the User Preferences page.
  4. Enter values for any of the fields and click the "Save" button.

    Note: Username, Email, First Name, and Last Name are required fields. The application will not allow you to save your preferences if these fields are left blank.

    Passwords can be left blank, but if provided, the application will update your password with the new one so that next time you log out and log back in, you'll be required to provide the new password.

    The User Preferences page also allows you to change the color theme for the Symbient Opta application, as well as provide a Profile Picture that will be displayed to you and other users next to your name throughout the application.
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