Updating User Profile Information

JacksBuy allows all users to update their user profile to edit various fields within their profile to allow for specific default user settings.  

  1. Select the profile image in the upper, right-hand corner of the screen

  1. Select View My Profile.

  1. Under Default User Settings, select Custom Field and Accounting Codes Defaults.

  1. Select Codes to select default values for Fund, Org, and Program Code.  Select Edit to edit the value.

 

  1. Select Create New Value.

 

  1. Enter the value of the Fund, Org, or Program that you are setting as a default.  Select Search.

 

  1. Select the value that is displayed. Select Add Values.

 

  1. Select the value from the left side of the menu. 

 

  1. The Search for Value box will change to Edit Existing Value.  Select the box by Default. Select Save.

  1. The value will be stored as a new default.

 

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