Articles on: PATOffice Settings

What account settings can I make in PATOffice?

To adjust account settings in PATOffice in the upper right corner of the user interface:

PATOffice Settings

In PATOffice you can customize the following settings:
Profile settings including language and dashboard settings.
Add, edit and disable tag categories
Add, edit and disable tags
Add, edit and disable users
Global settings that control the rights of PATOffice users

Profile settings including language and dashboard settings.

In the profile settings you can change the individual password. You can read more about this here.
You can also adjust the language of the documents, which are visible in PATOffice. Here you can manage a total of 3 characteristics/priorities.
Turn on and off dashboard widgets via the profile settings.

Adding, editing and deactivating tag categories

In the "Tag Category Manager" you can create, edit, deactivate or delete all tag categories. Categorizing tags helps organizing your workspaces. You can read more about it here.

Adding, editing and deactivating tags

In the "Tag Assistant" menu you can create, edit, disable or delete tags. Assign tags to categories here.

Add, edit and deactivate users

In the menu item "User Management" admins can manage and add users. Read more about user management in PATOffice software here.

Global settings that control the rights of PATOffice users.

In the menu item "Global Options" you can enable/disable functions for users. Read more about this here.

Updated on: 19/12/2022

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