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Configuring User Settings

Some settings may be hidden depending on the configuration of your system. For more information about the user settings, see About User Settings.

To change user settings:

  1. In the Desktop toolbar, open the User Options menu. 

  2. Click the Options button.

  3. In the Options window that appears, click the Settings tab.

  4. On the Settings tab, select the setting to change.
    Some of the displayed settings may not be available for editing, if your administrator does not want them to be changed.

  5. Type a new value or select from the list of values provided.

  6. Click Apply to save your changes.

Changes made to your settings take effect the next time you sign in to the Advisor Desktop.

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