My Profile
The My Profile icon in the upper right of the primary navigation bar
in FINET allows you to:
• Manage your account settings
• View and select your assigned Roles
• Sign out of the application
Click the My Profile icon to access the your profile panel. From the
profile panel, click the Account Settings button to
view your information. Select a role from My Roles to change the
home page view. Click Sign out to sign out of the
application
Account settings
The Account Settings page allows you to view and maintain information related to your
user ID.
Personal Information
Use this tab to view User
Information and Contact
Information. This
information cannot be
modified.
Password Management
Use this tab to create a
new password by entering
the new password in the
New Password and
Confirm Password. Click
save to apply changes.
Security Question Management
Use this tab to select a
Security Question. Provide
the answer in the Security
Answer and Verify Security
Answer fields. Click save to
apply changes.
Preferences
Use this tab to select Enable
Auto Tabbing and Minimize
Information Tabs preference.
You must log out and log
back in to apply changes
1. When the Enable Auto
Tabbing is selected, and
you’re tabbing through
fields, enabling will skip
past the Picklist icon. If
you aren’t enabled and you
are tabbing through fields,
you will have to manually
tab to skip a picklist.
2. When the Minimize
Information Tabs is
selected in the Preferences
tab, the page tabs do not
display additional
information or further
details.
When the Minimize Information Tabs isn’t selected on the Preferences tab, additional
information and the More Information icon displays on the tabs allowing you to
access key information and details on the tab.
Change Email Alerts Settings
Use this tab to indicate if an email
should be sent when you are a
recipient of an Alert that is
created. The sender of the Alert
must also indicate that an email
should be generated.
Business Roles Preferences
Business Roles are assigned to your user ID based on the work you do in FINET. They
allow you to quickly access the transactions and pages relevant to the selected business
role. Use this tab to view the Roles assigned to your user ID, determine your Primary
Role, and determine the order the Roles display inthe list on the My Profile panel.
My Roles
Roles are assigned to your User ID based on the work you
do in FINET. The assigned roles display in a list in the My
Profile panel. The default role and order can be changed
using the Business Roles Preferences tab. If you have more
than one role assigned to your user ID, click the name of a
different role to change the home page view to the desired
role. The home page will immediately change to show the
quick links assigned to the newly selected role. You can use
the Search here field to search for any pages in FINET no
matter what role is selected.
Your security assignments determine what pages you can
access from the home page and Search here field.