<< Click to Display Table of Contents >> Navigation:  Welcome > [Your User Name] > My Profile

What can you do on when you select My Profile?

On the My Profile Detail screen, you can review or edit your account information and preferences. Only a LEAD administrator can edit fields marked "(not user editable)". Select Edit to make changes to the information. Once you're finished making the necessary changes, select Save to keep the changes, or select Cancel without saving any updates you made.

The Fields are Grouped in the Following Tabs

•Information

•My Supervisor

•My Department's POC (Point of Contact) Information

•My Department Sponsor (for Contractors Only)

•My Contract Information (for Contractors Only)

•My Access Information

•Additional Information

•My Preferences

Information Tab (Up to Tab List)

The information on this tab allows the LEAD administrator and other users with access to the Admin > Users screen to contact you, this is also the information that LEAD uses to send you a temporary password, should you forget your current password.

Type (not user editable)

There are two different user types in LEAD: Employee and Contractor. LEAD gathers additional data about contractors (like what contract they are working on, as well as the contact details for the person in charge of the contract) that helps the LEAD administrator to determine whether you need to have continued access to LEAD.

User ID (not user editable)

Typically, the User ID follows the format of first name.last name (e.g., jane.doe), that the user enters on the login screen to login. If you operate in an environment, where Single-Sign-On (SSO) is enabled or required, then setting the User ID to the system ID (or DoD ID, if CACs are used) enables a user to login to LEAD without entering a user ID and password. If the User ID is not set to the system ID and SSO is enabled, then the user can enter their user ID and password to log in. If the User ID is not set to the system ID and SSO is required, then a LEAD administrator will need to update the user's account before they can login.

SSO Text (not user editable)

The SSO Text displays the Single-Sign-On (SSO) information that is used by the server to login the user automatically, if SSO has been enabled or is required and the User ID has been set to the System ID. This allows the LEAD administrator to verify that the correct information is being passed to the server. The SSO server information can be customized on the Customization > Configuration tab.

First Name

Your First Name.

Last Name

Your Last Name.

Email

The Email address, where you receive LEAD related emails.

Title

Your Title.

Phone

Your Phone number.

My Supervisor Tab (Up to Tab List)

The information provided in this tab allows the LEAD administrator to contact your supervisor, if needed.

Name

The Name of your supervisor.

Email

The Email address of your supervisor.

Phone

The Phone number of your supervisor.

My Department's LEAD POC (Point of Contact) Tab (Up to Tab List)

The information provided in this tab allows the LEAD administrator to contact your department’s point of contact for LEAD users if there are any questions about your continued need to access LEAD or the number of users allocated to your department (depending on the number of licenses your organization has).

Name

The Name of the point of contact for the department.

Email

The Email address of the point of contact for the department that you are requesting access to.

Phone

The Phone number of the point of contact for the department.

My Department Sponsor (for Contractors Only) Tab (Up to Tab List)

The information provided in this tab allows the LEAD administrator to contact your department sponsor if there are any questions about your need to access LEAD.

Name

The Name of the person that is sponsoring your access to LEAD.

Email

The Email address of the person that is sponsoring your access to LEAD.

Phone

The Phone number of the person that is sponsoring your access to LEAD.

My Contract Information Tab (for Contractors Only) Tab (Up to Tab List)

The information provided in this tab allows the LEAD administrator to ensure that you continue to need access to LEAD.

Initiative

The name or title of the Initiative that you are or will be working on for the organization.

Contract #

The Contract # (number) you are working under.

Contract Expiration Date

The Contract Expiration Date of the contract you are working under.

My Access Information Tab (Up to Tab List)

The information provided in this tab allows the LEAD administrator to ensure that you need continued access to LEAD, as well as which department(s) you need access to.

Justification for Access

The Justification for Access field captures the user's need to access LEAD.

Access Ending Date

The Access Ending Date is the last date the user needs access to LEAD.

Role (not user editable)

The Role selected for the user defines their primary privileges in LEAD. Select View to review the privileges assigned to the selected role.

Restricted Access (not user editable)

When the Restricted Access checkbox is checked, the user will only see listed and have access to the initiatives where they are listed on the Team Members screen, either as part of the team or as the initiative owner. A restricted access user will have the privileges their role provides for them in all other areas/tabs of LEAD, meaning they can still have administer privileges for 'their' initiatives.

All users with the Restricted Access checkbox checked are marked as (Restricted) on the Users screen after their role. To review which initiatives restricted users have been assigned to, run the Restricted Users and their Initiatives report on the Reports tab, under the Initiatives group.
Note: The Restricted Users and their Initiatives report is not available to restricted users.

You can use the Default Restricted Access for New Users entry on the LEAD Administration > Admin > Configuration tab to ensure that the restricted access checkbox is checked automatically for all new user account requests.

Customization (not user editable)

When the Customization checkbox is checked, the user will have access to the Customization area in LEAD and will be able to customize the information of certain drop-downs in LEAD for all users. Customization users can easily switch between their Standard role and the Customization user role from the [Your User Name] menu. Typically, only one or two users will have the Customization checkbox checked for a specific LEAD instance.

All Customization users are marked as / Customization on the Users screen after their role.

Note: The Customization checkbox is not available for a user with the Reviewer role assigned.

LEAD Administration (not user editable)

When the LEAD Administration checkbox is checked, the user will have access to the LEAD Administration area in LEAD and will be able to manage Announcements, Users, Roles, System Logs, In-Use, Licenses, and Configuration settings for a specific LEAD instance. LEAD administration users can easily switch between their Standard role and the LEAD Administration user role from the [Your User Name] menu. Typically, only a few users are LEAD administrators for a specific LEAD instance.

All LEAD Administration users are marked as / LEAD Administration on the Users screen after their role.

Note: The LEAD Administration checkbox is not available for a user with the Reviewer role assigned.

Department(s) (not user editable)

The Department(s) field shows the department(s) that the user is assigned to. In edit mode, select the Department(s) link to select the user's assigned department(s) on the Department Selection screen. On that screen, select View to review the department's information.

Additional Information Tab (Up to Tab List)

In this tab, you can provide more information to the LEAD administrator about your need to access LEAD, including the contact information for any department(s) that you did not provide in the My Department's LEAD POC tab.

Comments/Additional Info

The Comments/Additional Info field captures any other needed information about your account.

My Preferences Tab (Up to Tab List)

The options on this tab allow you to set your preferences when using LEAD.

Default List Size

The Default List Size determines the number of rows to display on screens with table lists (for example any of the screens under Resources). You can change the number of rows to display to your preferred value. For many wide screens, setting this value to 12 will allow you to view all list entries without scrolling, and still enable you to use the page buttons to navigate between different pages, if needed.

When I login, return me to where I left off

When you check the When I login, return me to where I left off box, LEAD will return you to the last page/screen you were on when you logged off. If the box is not checked, on login you will go to the Home > Dashboard screen.