SOFie Administration & Settings

SOFie Administration & Settings Options

For all SOFie users, the Administration trigger from the Global Application links brings up their user profile on the Administration & Settings screen.

All SOFie users can edit their contact information, change their SOFie password, and download the SOFie add-in to Excel.

What makes this an "Administration" screen is that, for some users whose SOFie user profile allows for activities other than basic SOFie usage, the Administration & Settings screen contains options for maintaining and configuring other aspects of the SOFie system and its user groups.

  • Users with the most basic "read-only" SOFie profile, and users with access to PS data but with no other SOFie system permissions, see only their user profile on the Administration & Settings screen, with no other option tabs along the top. 
 
  •  Users whose profile lets them modify allocation categories, allocation category groups, and document groups have a Categories tab on the top right part their Administration & Settings screen:
 
  •  Users whose profile lets them create and modify SOFie user-IDs have a Users & Groups tab on the top right part their Administration & Settings screen:
  •  Users whose profile lets them create and modify account views have a Manage Views tab on the top right part their Administration & Settings screen: