Edit Preferences

You can edit the default settings for your own user account if necessary. You can edit your Secondary Phone Number and Primary Address, but not your name, job title, or any other contact information. If you need to update this information, contact your administrator to make these changes in Applied Epic.

To access your user account, hover over the user icon in the upper right corner and click Edit Preferences.

Editing Your User Account

If necessary, you can update certain pieces of personal contact information as well as your language settings and your default settings for email and campaign creation. If you make changes on the Edit User page, click the Save button to apply them before navigating away or closing the page.

Secondary Phone Number

If you want to display a Secondary Phone Number and Extension in the signature area in addition to your primary Phone Number when you are the dynamic servicer on a drip campaign email (that is, when you are assigned as a Servicing Contact on a recipient's Applied Epic account), you can enter that information here. Your Secondary Phone Number and Extension are only saved in Marketing Automation and do not sync to Epic.

Primary Address

If you want to change the address that populates in the signature area when you are the dynamic servicer on a drip campaign email (that is, when you are assigned as a Servicing Contact on a recipient's Applied Epic account), select it from the Primary Address dropdown. This dropdown populates with the branches you have structure access in Applied Epic. The first branch to which you have access defaults selected.

Default Language

If you work primarily in a language other than your organization’s system-wide default, you can update your own Default Language in the dropdown.

Default Content Language

If you work primarily with content in a specific language, you can select one or more Default Content Languages to preset the Languages filter in the Content Library. You can still apply a different filter manually when necessary.

Default Structure Access for Created Items

You can assign the Applied Epic structure combinations that default on lists you create. These structure combinations determine other users’ access to the lists.

Structure Access functionality is only available if your organization does not have Active Directory authentication enabled in Configure > Security > Logins in Applied Epic.

Select All Structures or Selected structures to determine the default selection when you create a list. If your organization does not limit list access by structure, select All Structures.
If you chose the Selected radio button, click + Structure Combinations and add Brokerage, Branch, Department, and/or Profit Center combinations. Then click Add Structure Combinations. Only structures you can access in Applied Epic are available for selection.

The <All> option for a Branch, Department, or Profit Center grants access to all the structures configured in Applied Epic within the structure level above it. For example, if a branch contains three departments in Applied Epic, the <All> option in the Departments dropdown grants access to all three of them, but not the departments under any other branch.

Default Send From and Reply To Email Address

If you have multiple Send From or Reply To options available, you can set the ones you use most often as your Default Send From and/or Default Reply To email addresses to save time when you are sending one-off emails or setting up a campaign. You can still select options other than your defaults when necessary.

Default Branding Profile

If you have access to multiple Branding Profiles, you can set the one you use most often as your Default Branding Profile to save time when you are sending one-off emails or setting up a campaign. You can still select an option other than your default when necessary.