User Account Dialog

 

Basics

The User Account dialog is located in the masthead and is available from every Page. The dialog can be launched by clicking the Display Name of the currently authenticated User. 

SPoCs (or any User marked as Can Impersonate=True) have a choice of navigating to User Account or impersonating another User. The User Account dialog allows the currently authenticated User to manage their account; this differs from the User Record where Users are managed by SPoCs and trusted staff. 

Menu

The User Account dialog allows you to update your Profile, manage Social Logins, change your Password, and (soon) view/edit your Household. This dialog includes multi-lingual support. Choose the desired language to display for field labels (buttons, instructions, etc.). Current available languages are:

  • English (default)
  • Mandarin (Simple Chinese)
  • Portuguese
  • Spanish
My Profile

Available fields:

  • Upload Photo
  • Prefix
  • First Name
  • Nickname
  • Last Name
  • Middle Name
  • Suffix
  • Gender
  • Date of Birth
  • Marital Status
  • Email Address
  • Mobile Phone
  • Work Phone
  • Time Zone - this field is hidden for any users without at least 1 security role
  • Locale - this field is hidden for any users without at least 1 security role
  • Username
  • Email Unlisted
  • Mobile Phone Unlisted
  • Do Not Send Me Text Messages
  • Do Not Send Me Bulk Email Messages

To save any changes, be sure to scroll down and choose "Save". 

Note: If your browser has been open and logged into the Platform for a while (and your authentication has timed out), launching the User Account dialog will require you to re-authenticate with your username and password before proceeding.

Change Password

To change your Password:

  1. Provide current Password.
  2. Choose a new Password.
  3. Confirm new Password.

Note: Passwords must meet the complexity set by each organization. SPoC's can learn more about setting Password Requirements

Social Logins

To manage your Social Logins (external identities):

  1. Click Social Logins.
  2. Click the desired 3rd-party provider to link your user account. Available options are determined by what Identity Providers have been previously configured by a SPoC.
  3. Follow the prompts of the 3rd-party provider to grant permission to share account authentication details.
  4. Once linked, a confirmation will appear.

My Household (Custom Button)

Coming Soon!

Impersonate User

Some Users also have the option to impersonate a user via the Display Name shown in the masthead. This functionality is available if Can Impersonate is set to True on the User's User recordThis ability should be limited to highly trusted and trained staff members. After impersonating, ensure that you log out to prevent continued action taken on behalf of that User.