The User Settings section allows users to configure system themes, update and verify their contact details like name, last name, or phone number, change the password, and enhance security with Multi-Factor Authentication (MFA). These settings help users tailor the platform to their needs while keeping their account secure.
User Settings Section Dashboard
This section provides a variety of customization options for personal and interface settings. Here are the elements in it:
1. System Settings
2. User Settings
| 3. Verify Phone Number button
5. Update and Cancel buttons |
System Settings
The System Settings allows users to configure theme preferences that apply to the entire system, allowing them to customize the appearance of their interface, including color schemes, font sizes, and layout styles. To select a theme preference, follow these steps to modify this:
1. Select one of the themes in the Theme Preferences field:
- Inherited From Browser - This option applies a predetermined set of adjustments based on the users browser settings.
- Custom - This option allows the user to select a light or dark theme.
When you select Custom, a new field called Select Custom Theme appears on the right site.
2. Select either the Light or Dark theme.
3. Click Update.
User Settings Subsection
In this subsection, users can update their first and last names, set their time zone, edit their phone number, verify their email, choose their preferred communication method, and change their password. These options allow users to keep the account information accurate and up to date.
Update the First Name
To update the first name that will be shown, follow these steps:
1. Delete the current first name and enter the new one in the First Name field.
2. Click Update.
Update the Last Name
To update the last name that will be shown, follow these steps: Cooper
1. Delete the current last name and enter the new one in the Last Name field.
2. Click Update.
Check the Email
This field is locked for security reasons and cannot be modified by the user. It is displayed for reference and verification purposes.
Update the Time Zone
This option allows the user to set their geographical region's standard time, which ensures accurate scheduling for activities and communications. To update it:
1. Select a time zone from the dropdown menu.
2. Click Update.
Update The Phone Number
This field stores the user's contact number, which can be used for communication or verification purposes. To update it:
1. Click on the flag icon and select the appropriate country flag to set the phone code.
2. Enter the new phone number.
3. Click Update.
Select the Preferred Communication Method
This section lets users customize which types of email or SMS notifications they receive, based on their assigned roles and available products.
Manage Email Notification Preferences
Email notifications are grouped by type. Users can opt out of non-mandatory emails by updating their preferences.
To manage email notifications:
1. Toggle the Email Notifications to On.
2. Check or uncheck the boxes next to each category to subscribe or unsubscribe.
3. Click Update to save your changes.
Mandatory notifications will be displayed but cannot be turned off (these will appear grayed out). Available categories may vary depending on your assigned roles and products you have access to.
Email Notification Categories
| Category | Notification Type | Description |
| All | All Notifications | Subscribes you to all available email notifications across every category. |
| System Notifications | Setup Confirmed | Confirms that your account or feature setup has been successfully completed. |
| Instructions for Changing Your Client Portal Password | Sends guidance on how to reset or update your portal password. | |
| User Unsubscribed from Communication List | Notifies you when you’ve been unsubscribed from a communication list. | |
| Data Governance | Daily Data Governance Alert Report | Sends a daily summary of data-related activity for users with Data Governance roles. |
| Portal Notifications | Document Upload Failure | Alerts you when a document fails to upload to the Client Portal. |
| Document Upload Success | Confirms that a document was successfully uploaded to the Client Portal. | |
| Portal Support Sent You a Message | Notifies you when portal support sends a direct message via live chat. |
Manage SMS Notification
SMS notifications let you receive important alerts directly to your mobile device.
To enable SMS notifications:
1. Ensure you have a valid phone number entered under User Details.
2. Toggle the SMS Notifications to On.
3. Click Update to save your changes.
Change the Password
The Change Password button allows users to start the process of creating a new password for their account. To change your password:
1. Click Change Password. You will be redirected to the password change page, and an email with instructions will be sent to your inbox.
2. Open the email, copy the Verification Code, and paste it into the Verification Code field on the password change page.
3. Enter your new password and confirm it by typing it again.
4. Click Change Password to save your new password.
Multi-Factor Authentication (MFA)
Multi-Factor Authentication (MFA) adds an extra layer of security to users' accounts by requiring multiple forms of verification before granting access. Instead of relying only on a password, MFA combines two or more authentication factors, to activate it:
1. Turn on the toggle in Active Multi-Factor Authentication.
A Method field will appear with the preferred communication method. No action is needed.
2. Enter the confirmation code you get from your communication method.
3. Click the check button .