In this article, we'll guide you through changing your User Settings in Spektrix. User Settings are linked to your User account. Any settings you change will only be applied to your User Account.
How do I change my User Settings?
To change your User Settings, follow the steps below:
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Go to the Control Panel icon in the bottom left of your screen.
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From the menu choose Change user settings:
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You'll see the User Settings screen:
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Update your user settings and click Ok to save.
User Settings
To learn how to change a User Setting, click the link below to take you to that section of the article:
- Set your default interface
- User Event search results
- Language
- Default Venues
- User Basket / Cart confirm behaviour
- Generate Spektrix email address to BCC in fundraising emails
- Tooltips
- Job Title
- Which of these best describes your role?
- In which area(s) of your organisation do you primarily work?
Set your default interface
Choose the interface that you'd like to see first when you log in:
- None
- Sales
- Insights & Mailings
- Admin
- Website Admin
- Opportunities
TIP: You'll only be able to see the interfaces you have access to based on the permissions set against your User Role.
User event search results
Choose how Events and Event Instances are displayed when performing an Event search
- Event List
- Event Instance Calendar
- Event Instance List
These settings are permanent unless changed. To temporarily change the settings for your logged in session, a Sales User can select the display and search criteria from Events in the Sales Interface:
Take a look at Searching for Events and Instances for further information.
Default Venues
Choose which Venues to show by default when searching for Events in the Sales Interface. If no Venues are selected, all Venues will be shown.
Select a Venue, or hold Ctrl (or Command/⌘ + F on a Mac) to select multiple Venues.
To learn more, take a look at the Venues article.
User Basket / Cart confirm behaviour
Choose the screen to return to after confirming a transaction:
- Stay on same screen
- Return to events screen
- Return to customers screen
TIP: When using Counter Quick, the Sales User is taken back to the Basket / Cart, ready for the next sale.
Language
Choose which language you prefer to use Spektrix in. This will default to your system language.
Select a language from the dropdown menu.
Tooltips
Check or uncheck Show tooltips when text boxes are activated.
When checked, hovering over a text box will display a tooltip:
Generate Spektrix email address to BCC in fundraising emails
For Opportunities Interface users, you can create new Activities from emails using the Bcc function. Take a look at Automatically Record Emails in Activities Using the Bcc Function for further information.
Job Title
Enter your current job title. You can also update your job title in your User Account. Take a look at Editing Existing User Accounts for further information.
Which of these best describes your role?
Select the option which best describes your role from the following:
- Casual / Volunteer
- Assistant / Intermediate / Coordinator
- Manager
- Senior Management
- Executive Leadership
- External / Third Party / Other
You can also update your role description in your User Account. Take a look at Editing Existing User Accounts for further information.
In which area(s) of your organisation do you primarily work?
Select the area(s) of your organisation where you work from the following list:
- Sales / Box Office
- Marketing / Communications / Audience Insight
- Web Administration / Design
- Front of House
- Finance / Administration
- Fundraising / Development
- Learning / Participation / Education
- IT Support
- Executive Team
- Governance / Board Members
- Other / Misc
Click Ok to save.
You can also update these areas in your User Account. Take a look at Editing Existing User Accounts for further information.
Further Reading
For further information on how to get Support from Spektrix, take a look at the following articles: