Table of Contents

Profile

JQ Lee Updated by JQ Lee

Getting Here

A user can view their user profile from two locations:

User Profile Menu

The user profile menu can be accessed by pressing on the user avatar on the bottom right.

User Profile Menu
User Profile Menu

User Profile

You can find a summary of your name and email address. Clicking on the user name will lead you to Personal Settings.

Activity Status Indicator

Using this, you can change your current status within the platform. Find out more about Activity Status.

Actions

Notifications

By clicking on this, you will be led to Notifications Setting.

Billing & Usage

By clicking on this, you will be led to the Billing & Usage page of the Organization. (Only shown to Organization Admins and Billing Admins)

Logout

By clicking on this button, you will be logged out of the platform.

User Profile Page

The User profile page is more extensive than the User profile menu where you can edit more information on your user profile. This page can be accessed from the Settings module > Personal Settings > Profile.

Profile Avatar

Click on the avatar to change your avatar image. Read more on how to do this.

Activity Status Indicator

Using this, you can change your current status within the platform. Find out more about Activity Status.

Profile Information

First Name & Last Name

You can make changes to your first name and last name.

Your first and last name will be displayed to your Team and Contacts. Make sure you put an appropriate name.

Password

You can change or update your profile password on this page.

Remember to choose a strong and secure password that fulfills the password security requirements, and spend some time remembering it.

Language

You can switch to your preferred language by clicking on the Language dropdown. The available languages are:

  • English 🇬🇧
  • Spanish (Español) 🇪🇸
  • Portuguese (Português) 🇵🇹
  • Arabic (عربي) 🇸🇦
  • Burmese (မြန်မာဘာသာ) 🇲🇲
  • Thai (ภาษาไทย) 🇹🇭
  • Traditional Chinese (繁體中文) 🇹🇼
  • Simplified Chinese (简体中文) 🇨🇳
  • Italian (Italiano) 🇮🇹
  • German (Deutsch) 🇩🇪
  • Russian (Русский) 🇷🇺
  • French (Français) 🇫🇷
  • Japanese (日本語) 🇯🇵
  • Indonesian (Bahasa Indonesia) 🇮🇩
  • Turkish (Türkçe) 🇹🇷
  • Korean (한국어) 🇰🇷
  • Vietnamese (Tiếng Việt) 🇻🇳
  • Hebrew (עברית) 🇮🇱
User Profile Page

Notifications

In this dropdown menu, you can change how often you would like to receive notifications.

For more information on Notifications, read more here.

Two-Factor Authentication (2FA)

Pre-requisite: You must install an authenticator app, i.e., Google Authenticator or Authy, on your mobile.

Two-Factor Authentication (2FA) addresses the issue of password vulnerability and provides an additional layer of security (e.g., in case your password is compromised). This reinforces the safety measures taken to protect sensitive data by eliminating the chances of unauthorized access to your account.

All of this is achieved by adding a layer of protection to your account that requires an authentication code in addition to your password. Once you have provided the correct password, you must provide an authentication code (generated by an authenticator app installed on your mobile device) to log in.

In case you lose access to your authenticator app (e.g., your phone is lost), you can contact our customer support.
When your organization requires you to enable Two-Factor Authentication (2FA) on your account, you will receive a related email and notification.

Enabling Two-Factor Authentication (2FA) on Your Account

You can enable Two-Factor Authentication (2FA) on your account by following the steps provided below:

  1. Turn the Enable Two-Factor Authentication (2FA) toggle on.
  2. Open the preferred authenticator app on your mobile and scan the QR code that displays on the platform. Alternatively, enter the alpha-numeric code that displays (in case you cannot scan the code from your mobile device) into the authenticator app.
  3. Enter the 6-digit code generated by your authenticator app into the Set Up Two-Factor Authentication (2FA) dialog box.
  4. If required, click Submit.
  5. A dialog confirms that Two-Factor Authentication (2FA) has been enabled, click Done to return to the Profile page.

Disabling Two-Factor Authentication (2FA)

You can disable Two-Factor Authentication (2FA) by toggling off Enable Two-Factor Authentication (2FA). A confirmation dialog is displayed, confirming your choice.

Changing Avatar

To update your profile avatar that shows on the platform, hover on the avatar image on the left and press Change.

Changing Avatar

You can either drag and drop the image into the placeholder or click the placeholder to select a file from your computer.

Changing Avatar

You can further edit your profile avatar with the edit functions at the bottom. If you wish to remove the image, click on the trash icon on the right.

Changing Avatar

When you are satisfied with the profile image, press SET AS AVATAR to save it as your avatar profile.

This image will be visible to everyone on your Team.

FAQ

Can I delay enabling Two-Factor Authentication (2FA) on my profile?

It is recommended that you enable Two-Factor Authentication (2FA) immediately, otherwise your ability to use the platform will be affected and you will not be able to access most modules.

If you want you can choose to postpone the activation of Two-Factor Authentication (2FA), however, the following platform behavior will be observed:

  • Member users will only be able to access their Personal Settings module.
  • Admin users will only be able to access the Personal Settings and Organization Settings > Security page.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

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