August 26, 2024
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In Mango, each user can personalize their settings, configure how they log in, and enable integration. Some settings in the User Profile are also configurable by other users with the Administrator role. These settings are unique to each user.

Accessing the User Profile

You can access My Profile from the main toolbar.

1. Click on your name in the top right of the screen.
2. Click My Profile.

Configuring the User Profile

The User Profile window is divided into multiple tabs; User Information, Schedule Preferences, Calendar Integration, Email Signature, Microsoft Integration, Two Factor Authentication, and Other. Some tabs are only shown when certain firm settings are configured.

At the top of the window, a button to ✓ Save changes is available.

User Information

On the User Information tab, the following options are available.

Name & Address

• User Name – Specify your name.
• Street 1 – Optionally specify your street address.
• Street 2 – Optionally specify additional street address information.
• City – Optionally specify your city.
• State – Optionally specify your state.
• Zip – Optionally specify your zip code.

Login Information

• Login Email – Specify your email address. All users must have a unique email address, which is used for communications and to log into Mango.
• Password – To change your password, specify a new password in both the Login Password and Confirm Password The user’s current password is hidden for security purposes.

Contact Information

• Office – Optionally specify your work telephone number.
• Mobile – Optionally specify your mobile telephone number.
• Home – Optionally specify your home telephone number.
• Description and Telephone Number – Optionally specify up to two additional telephone numbers.

Emergency Contact

• Name – Optionally specify the name of the person to contact in an emergency.
• Relation – Optionally specify the relationship of your emergency contact.
• Phone 1 – Optionally specify the phone number for the emergency contact.
• Phone 2 – Optionally specify a second phone number for the emergency contact.

Profile Picture

• Click + Upload to optionally add an image, which will be displayed on the User menu when you are logged in. Click Remove to delete the profile picture.

These settings can also be viewed and edited by users with the Administrator role. For additional information, see the Users/Team Members article.

Schedule Preferences

On the Schedule Preferences tab, the following options are available.

Calendar Options

• First Day of Work Week – Select which day of the week your work schedule begins.
• Default View – Select whether to display the Day, Work Week, Week, or Month by default when opening the Scheduling window.
• Default Time Interval – Select whether a single block of time in the Scheduling window represents 15 Minutes, 30 Minutes, 1 Hour, or 2 Hours.
• Auto Refresh Calendar – Optionally select how often the calendar is updated in the Agenda and Scheduling window. Note that refreshing more often can cause delayed response, and is therefore not recommended when internet connectivity is less than ideal. If disabled, the calendar can be refreshed manually as needed.
• My Appointment Color – Specify what color your appointments will be displayed in using the Scheduling window.

Visible Work Times on Calendar

• Start Time – Select the earliest time of day that will be shown on the calendar by default. You can select to Show Full Day in order for additional times to be shown.
• End Time – Select the latest time of day that will be shown on the calendar by default. You can select to Show Full Day in order for additional times to be shown.

Days to Display for Work Week View

• Select which days of the week are selected by default when displaying the Work Week view of the Scheduling window.

For additional information, see the Scheduling article.

Calendar Integration

On the Calendar Integration tab, you can optionally enable integration with Microsoft Outlook or Google Calendar. These options will synchronize your meeting and to-do items in Mango with the external calendar application. For additional information, see the Calendar Integration article.

Email Signature

On the  Email Signature tab, you can optionally specify the memo that will be appended to email messages sent from Mango on your behalf. For additional information, see the Email Automation article.

Microsoft Integration

On the Microsoft Integration tab, you can Enable Signing in with Microsoft Account, which allows you to automatically log into Mango when you are logged into the linked account. This tab is only shown if the Enable Signing in with Microsoft For All Staff option is selected on the Other tab of General Settings. If the Require Sign in With Microsoft For all Staff except Admins option is selected on the Other tab of General Settings, an account must be linked for general staff, but not for Admins. For additional information, see the Other Settings and Signing In & Two-Factor Authentication articles.

Two Factor Authentication

On the  Two Factor Authentication tab, you can set up Twilio Authy, Microsoft Authenticator, or Google Authenticator on your mobile device, which allows you to receive authentication codes when logging into Mango. This tab is only shown if the Enable Two Factor Authentication For All Staff option is selected on the Other tab of General Settings. If the Require Two Factor Authentication For all Staff except Admins option is selected on the Other tab of General Settings, an authenticator app must be configured for general staff, but not for admins. For additional information, see the Other Settings and Signing In & Two-Factor Authentication articles.

 

Other

On the Other tab, the following options are available.

Startup Options

• Load screen after logging in – Select whether the Dashboard, Client List, Schedule, Due Date Management, or Time Sheet Entry window is shown when logging into Mango.
• Lock Side Menu Option – Set this check box to show the full menu when docked to the side by default. You can toggle the lock off, or dock the menu to the top, regardless of this option.

Email Logs

• Default Date Range – Select whether log items for the Last 30 days, Todays Date, This Week, This Month, Last Week, Last Month, or your last Custom date range are shown in the Email Log by default. For additional information, see the User Logs article.

Time Entry Settings

• Use Last Stop Time and Start Time – Set this check box to have the Start Time for timer or time entries default to the last Stop Time specified on a record. This can help you account for all of your time, without gaps between time entries.

Notification

• Notify me when someone created a To-Do event for me – Set this check box to receive an email notification when another user creates a To-Do assigned to you. For additional information on To-Dos, see the Clients View article.

See It in Action

Learn More

The following knowledge base articles contain additional information relating to the User Profile:

• Users/Team Members
• Signing In & Two-Factor Authentication