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There are two types of user profile in NVivo:
Your default NVivo user profile—you are prompted to set this profile up when you first launch NVivo
Project user profiles—your project user profile is created the first time that you work in a project.
In standalone projects, your default NVivo user profile is used to create your project user profile. In server projects, your Windows user account is used to create your project user profile.
What do you want to do?
When you first start NVivo, you are prompted to set up your default NVivo user profile—you must enter your initials, and you can optionally change your user name.
Your default NVivo user profile is used to create your project user profile in standalone projects.
Start NVivo.
The Welcome to NVivo dialog box opens.
(Optional) Under Users, enter the Name that you want to use in your user profile—by default, it is set to your Windows user account name.
Enter your Initials—your initials will be used to identify any work that you do in a project.
Click OK.
NOTE
If you do not want to participate in the Customer Experience Improvement Program, clear the check box.
When the 'prompt for user on launch' option is turned on, you are prompted to enter your user name and initials every time you start NVivo—refer to About Teamwork in a standalone project for more information.
Your default NVivo user profile is the user profile that you set up when you first launched NVivo. This user profile is used to create your project user profile in standalone projects.
Click the File tab, and then click Options.
The Application Options dialog box opens.
On the General tab, under User, enter the Name and Initials for your new user profile.
Click OK.
NOTE
If you only change your initials, the new initials will be used in any new standalone projects that you create or work in. Existing project user profiles are not updated. To update existing project user profiles, refer to Change the initials associated with my project user profile.
If you change your name, and the new name does not exist in a standalone project, then a new project user profile is created when you work in the project. If the new name already exists in the project, your work will be associated with the existing project user profile.
When you work with server projects, changing your default NVivo user profile does not change your profile in the project. Your server project user profile is based on your Windows user account—refer to About teamwork in a server project for more information.
The initials of the current user profile are displayed on the Status bar at the bottom of the NVivo window. When you hover over the initials, the full user name is displayed.
When you are working in a project, the Status bar displays the initials of your project user profile. When you do not have an open project, the Status bar displays the initials of your default NVivo user profile.
Click the File tab, point to Info, and then click Project Properties.
The Project Properties dialog box opens.
Click the Users tab.
Select the user profile that you want to change.
In the Initials column, enter the initials you want to use.
Click OK.
NOTE In server projects, only Project Owners can change user initials—refer to About teamwork in a server project for more information.
Click the File tab, point to Info, and then click Project Properties.
The Project Properties dialog box opens.
Click the Users tab.
Select the user profile that you want to change.
In the Color column, select the color you want to use.
Click OK.
NOTE In server projects, only Project Owners can change user colors—refer to About teamwork in a server project for more information.
When you are working in a standalone project, you can switch project user profiles by changing your user profile (name and initials) to match the name and initials of a user profile that already exists in the project. This can be useful when team members share a computer, and want to switch users without exiting NVivo.
Click the File tab, and then click Options.
The Application Options dialog box opens.
On the General tab, under User, enter the Name and Initials of the user profile that you want to switch to.
The name you enter must match the name in the existing profile. You can view the list of existing project user profiles—refer to Manage users in a standalone project for more information.
If you enter a name which does match an existing profile, a new profile is created.
Click OK.
NOTE If you accidentally create a new profile, when you intended to switch to an existing user, you can merge the two profiles together.