Settings

The Productivity Automator Settings screen lets you adjust and modify user settings.

The Settings icon displays between the Help link and Sign out.

General settings

Click the Gear icon to display the General settings options.

Note: The Settings icon is not available during the rule setup process to prevent any issues that could arise, for example, from changing the available CIDBs (and thus PCCs) while creating a new rule.

Account and interface tab

The Account and interface tab lets you adjust settings for your customer account, and the user interface.

Customer number

The customer number screen lets you filter your view by CIDB (Customer Number).

Previously, users who manage Productivity Automator accounts with more than one CIDB were unable to filter their view by CIDB. For example, if a user’s Productivity Automator login was associated to CIDB1 and CIDB2 in MyTravelport, Productivity Automator would always display all rules for all PCCs that are under either CIDB1 or CIDB2 (or both). With release 1.18, it is possible to filter within Productivity Automator to the desired view. For example, if the user wishes to only see and create rules associated to PCCs under CIDB1, Productivity Automator provides the option to make such a change.

Upon login, Productivity Automator is always set to show every CIDB that is available on the user’s MyTravelport profile. However, you can remove one or more CIDBs (as well as add them back), and upon confirming the changes, Productivity Automator will filter down to only the selected CIDBs.

This means that only the PCCs that are available under the selected CIDBs show throughout Productivity Automator. Productivity Automator only shows rules on the Overview tab that match the PCCs under the selected CIDBs, and those PCCs are also the only ones available during the rule setup process. When the user logs out and then logs in to a new session, the default list of CIDBs displays. In other words, any filtering settings do not persist beyond the current session.

Managing CIDBs

Users can only manage CIDB’s which have already been associated to their MyTravelport profile. To manage which CIDB can be applied to created rules, or display selected CIDB rules:

1. Click the Settings gear icon .

2. Select the General settings tab on the left to display the Customer number screen, and choose one of the following options:

   1. To activate a customer number:

      1. Select the expand icon and select a check box next to the CIDB number to activate.

      2. Or, click inside the Customer number(s) field and enter the customer number manually.

      3. Alternatively, click the Select all check box to activate all CIDB numbers.

   2. To deactivate a customer number:

      1. Click the delete icon next to the CIDB to deactivate, or,

      2. Select the expand icon

      3. Select a check box next to the CIDB number to deactivate.

      4. Alternatively, select the Deactivate All icon to deactivate all CIDBs in the list.

3. Click Confirm.
   Note: Refreshing Productivity Automator will reset your CIDB selection.