| View file | ||
|---|---|---|
|
To download above documents:
Click on desired document to open it. Then, click on the cloud symbol in the top right corner of your screen to download, save, or print.
This guide is to walk you through how to configure Display Option Rules. Display Option Rules sets the default Date, Time, Time Zone and Currency On this page:
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Overview
Display Option Rules set the default date, time, time zone, and currency within the user account. Users can access their account and change to their preferences.
| Table of Contents |
|---|
Need to
...
Need to Know
...
know
Display options are cloned from template during the cloning process
...
.
...
Display
...
Example:
US
UK
...
options can be customized by group or site wide.
Note: Changes to the Display Options Rules
...
are not
...
retroactive. If user accounts already exist in the site and
...
any changes are made to the display options, the user will need to manually change their display options within their user account.
Display
...
Task
...
Configuration Steps
...
option rules configuration
To add or update Display Option Rules:
From the Partner Dashboard home page, select Settings in the Edit Site column for the site that needs updating.
On the Rules tab, select Display Option Rules.
...
Optionally, you can create and configure a group. Typically, there is only one display option configuration which applies to all users. However, you can configure more than one set of display options, especially for clients with users in multiple countries. See configuring a group. The default is that display options apply to all users.
Select Add or Edit to configure the rule. Add indicates the rule is
...
inactive; Edit indicates the rule is
...
active.
...
Select Add/Edit to configure the rule.
...
Optionally, enter a Description of the rule, viewable to Partner Dashboard/Console Admin only
...
.
Select Activate Rule.
Select appropriate options for rule group you are configuring, including Country, if the rules don’t apply to all.
Select Save.
...
Continue configuring rules as necessary. Once you have configured each rule, select Save Priority Changes.
...
Commit Changes.
...
Select the link to the left of the Deem logo indicating that changes are not applied.
Select Commit to apply the changes.
Customer Experience
...
Display Settings in classic Deem
...
...
New Deem.
...
Display Settings in new Deem
...