⚙️ User Settings

Overview
Configuring User Settings in e-manage|ONE is essential for optimizing your experience and ensuring efficient day-to-day workflows.

🔐 Access User Settings

Follow these steps to open User Settings:

Open e-manage|ONE
Click Tools on the top toolbar
Select Configure
Choose User Settings

📧 E-Mail & Calendar Integration (Outlook Sync)

If you plan to send emails through e-manage|ONE, it is highly recommended to integrate your Outlook email and calendar.

Check Integrate Items
Click the gray Register button
Once your name appears next to the Clear button, integration is complete

💡 Best Practice:
Complete this step before using email features to ensure proper synchronization with Outlook.

📬 Multiple E-Mail Accounts

If multiple email accounts are configured in Outlook:

e-manage|ONE will automatically detect them
They will appear in the From dropdown within the e-manage email window

🎨 Personal Calendar Event Colors

Customize event colors based on event type:

Applies company-wide
Only needs to be configured once

🤝 Event Sharing Permissions

Control who can access and manage your calendar:

Define which users can schedule, edit, or delete your appointments
Helps maintain control over calendar visibility and changes

🗺️ Set Default Map Location

Set a default starting location for the Install Calendar Map:

Click the Search icon (magnifying glass)
Locate your company in the results grid
Drag and drop it into the map view

This will set your default location for future use.

🧩 Other Recommended Personal Settings

For a standard setup, review and enable commonly used options based on your workflow needs.

🧾 PO / Customer Invoice Settings

These settings can be configured once for the entire company to standardize document numbering:

✅ Include Salesperson Initials
Adds initials to the beginning of PO/Invoice numbers
(Example: SP5061-1, SP5061-2)
🔁 Prefer PM
Uses the Project Manager’s initials instead
➡️ Add to End
Appends initials to the end of the number
(Example: 5061-1SP, 5061-2SP)

🚀 Summary

Properly configuring User Settings ensures:

Seamless email and calendar integration
Improved visibility and control of scheduling
Consistent document formatting across your organization
A more efficient and personalized experience within e-manage|ONE

💡 Pro Tip:
Taking a few minutes to configure User Settings upfront can significantly reduce manual steps and improve daily efficiency.

For information on the Install & Service Calendars see here: 🗓️ Configuring Your e-manage|ONE Calendars

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