Under My account, account settings can be configured. This article explains how they are managed.
Account settings can be entered the same way at the Web App start page and in the individual apps. The web app start page is used in the following example.
The head icon (1) needs to be clicked to open the ribbon. Then, account settings can be accessed by clicking the My account button (2).
This ribbon is also applied for setting the language and logging out.
After clicking the My account button, this dialog opens, where the account settings (1) are shown as a side tab.
NOTE
Security settings (2) can be accessed and edited by users with administration rights. If you need more information, please contact your admin or our CreateCtrl support.
1 How to manage account settings
The Account settings tab is divided into four sections.
These sections will be explained in the following order:
1. Manage Profile
2. Language
3. Start Application
4. Password
1.1 Manage Profile
The Manage Profile section, on the other hand, is divided into an section for managing profile data and a section for configuring multi-factor authentication, starting off with managing profile data.
The profile data can be edited by clicking the edit button (1).
This section allows to determine the name (1), email address (2) and the profile picture (3).
Username (4), Organization (5) and Role (6) can only be changed by admin users.
The information entered is confirmed by clicking the Save button (7).
Before using the multi-factor authentication, it has to be activated by clicking the button (1), with the default being inactive.
The dialog that follows lists the three steps that have to be performed to enable multi factor authentication (MFA):
- Get Authenticator app
- Scan QR code and activate MFA (plus the Secret Key)
- Enter code
In the last step, the code can be entered and verified (see framed content).
1.2 Language
Another account-specific setting is to set the language.
The language (1) is selected in a drop down menu (2). Changes will become effective immediately across the entire web app environment.
The language can also be set in the ribbon where My account was accessed (see setting the language).
1.3 Start Application
The start application can be set individually for each account.
The start application (1) is also selected using a drop down menu (2). In contrast to the language, changes will become effective after the next login.
1.4 Password
Password changes are also managed in the account settings.
The password (1) is changed by clicking the Change password button (2).
In this dialog, the password can be changed.
Here, the current password (1) has to be typed in first.
Then, a new password (2) has to be entered. Passwords can be made visible by clicking the eye icon (3). While entering a new password, the requirements are shown below (see framed content). As soon as a requirement is fulfilled, it is marked with a green checkbox.
Finally, the password has to be confirmed (4) and saved (5).
The Save button (1) will not be active until all password requirements (framed content) are fulfilled.