Profile

Profile Overview

To view your profile navigate to the top right corner of the page and click on your User name.

• Click My profile option.

• View four prompt options in the top left panel are as follows.

  • User Profile
  • Disable Account Restrictions
  • User State
  • User Role

• View five sections in the left panel that can be displayed on the right as as follows.

  • Permissions
  • Teams
  • Projects
  • Certifications
  • Groups

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In this window, you can view all of the information about your account.

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You can access other User Profiles by navigating to tab in the section in the top right panel and clicking on the user name.

User State

In My profile navigate to Disable Account on the left panel.

• This option is static for all user in the system.

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There are in total four user states viewable to admins only, as follows.

• . New, escrow upon login
• .Active
• .Inactive

Disable Account

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For various reasons, you may want to disable your account or another users' account for a specified time.

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Disabling other user accounts will require permissions from an admin.

In My profile navigate to Disable Account on the left panel.

• In the prompt, type a disable until date which will restrict you from logging in until the specified date.

• Additionally, select the Remove disable restriction if you want to enable your account.

• Click .

caution

Do not attempt to randomly disable and enable your account. This may result in losing account access.

User Role

In My profile navigate to User on the left panel.

• This option is static for all user in the system.

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If you were given admin permissions, you would be able view the other user roles as follows.

• . User
• . Sub-administrator
• . Administrator
• . Super-administrator

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Permissions

In My profile navigate to Permissions on the left panel.

• View your profile permissions in the right panel.

• .Thick or Unthick permissions that need altering.

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Do not attempt to change permissions randomly. This may result in losing account access.

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You can grant or deny permissions in bulk.

View Permissions

Teams

In My profile navigate to Teams on the left panel.

• View the teams you are in.

With the appropriate permissions from an admin, you can:

• .Add yourself to a team.
• .Remove yourself from a team.
• .Bulk Email all members of a team.

Teams in profile

Projects

In My profile navigate to Projects on the left panel.

• View the projects you are in.

With the appropriate permissions from an admin, you can:

• .Add yourself to a project.
• .Edit the expiration date, your role and restrictions in a project.
• .Remove yourself from a project.
• .Bulk Email all members of a project.

Projects in profile

Certifications

In My profile navigate to Certifications on the left panel.

• View the certifications you own.

With the appropriate permissions from an admin, you can:

• .Add certifications.
• .Edit the expiration date of your certifications.
• .Remove certifications.
• .Mark certifications as expired .
• .Bulk Email all members who own a specific certification.

certifications-user

Groups

In My profile navigate to Groups on the left panel.

• View the groups you are in.

With the appropriate permissions from an admin, you can:

• .Add yourself to a group.
• .Remove yourself from a group.
• .Bulk Email all members of a group.

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Groups are often used in tandem with Projects.

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You can be assigned to multiple groups by your admin.

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