My Account
This page displays the user's profile information, including personal details, account settings, and preferences.
Users can view and update their profile information, manage privacy settings, and track their interactions on the platform.
Accessing My Account
Navigate to the platform homepage.
Click the username from the top menu bar.
A context menu opens.
Click the My Account option from the context menu.
The My Account section allows you to configure personal settings, security/ authentication options, and workspace preferences. This ensures a personalized and secure experience while using the platform.
Available Tabs
Profile – Manage basic user details.
Password – Update and secure your login credentials.
Preferences – Adjust user-specific settings for better usability. Define and save preferred folders or documents to be opened as the default view.
Configuration – Advanced options for API tokens, Git integration, and workspace setup.
Profile
Please navigate to the Profile tab (it opens by default when clicking the My Account icon).
Displaying the following fields:
Email (not editable)
Full Name
Mobile Number
Landline Number
Address
The user can modify/change the required details and click the Update option.
The profile changes will be saved, and a confirmation message will be sent.
Change Your Password
This section provides instructions for resetting your account password.
Navigate to the My Account page and select the Password tab.
The Change Password window will appear.
Enter your Current Password, followed by your New Password.
Confirm the new password by entering it again.
Click Update.
A confirmation message will be displayed, and your password will be successfully updated.
Preferences
The users can change their preference settings through this option.
Follow the steps below to change your preference settings:
Click the Preferences tab using the My Account.
Use the search bar to search the preference options.
Select an option using the Select Preference drop-down option. The following choices will be displayed:
Folder- Set any folder as the preferred view for the homepage.
Document- Set any document as the preferred view for the homepage.
Shared- Set any document from the Shared folder as the preferred view for the homepage.
Home -Redirects to the Platform Homepage.
As per the selected choice, a drop-down menu appears (E.g., the following image displays all the available documents since the Documents option is selected from the Select Preference drop-down).
Select a specific document from the choices using the radio button.
Click the Save option.
The user will get a confirmation notification message if the configured preferences are successfully updated.
Configuration Options
API Token Configuration
An API token is a unique identifier used to authenticate a user, application, or service when making calls to an Application Programming Interface (API).
Its primary use is to verify the identity of the user or application accessing the API, ensuring that only authorized entities can access the data and functionality. This helps to enforce usage policies, manage access permissions, and track API consumption for billing or security purposes.
Generate an API token to enable programmatic access to the platform.
Tokens can be created by clicking the Generate icon.
The generated API token remains static until the user chooses to refresh it.
📌 Tip: Store the token securely, as it is required for API calls.
Password Expiry Configuration
This section allows platform users to configure their account settings to prevent their passwords from expiring. This provides an option for users who require a consistent password for their account.
Configure password expiry policies.
Option to set passwords as never expiring.
Displays the date when the password was last changed.
📌 Tip: Enable periodic password change for enhanced security.
Git Integration
Configuring a Git token and username in a software platform is essential for enabling secure and automated interactions between the platform and a Git repository. This setup allows the platform to perform actions like pushing code, pulling updates, and managing versions on your behalf without requiring your password for every operation.
Git Token: Enter a valid Git access token.
Git Username: Enter the associated Git username.
Note: After saving either value, you must log out and log back in for changes to take effect.
📌 Example use case: Link your Git repository to version-control pipelines or notebooks.
Select a Theme
Choose between Dark and Light mode for the platform interface.
Save the preferred theme for a consistent user experience.
📌 Tip: Use Dark mode for reduced eye strain during extended usage.
Select Workspace
Users can switch between workspaces to segment their user experiences based on the selected Workspace.
Select a workspace from the dropdown menu to gain segmented, role-based access to data.
Once a workspace is selected and saved, it will automatically load upon subsequent logins, streamlining your access and improving efficiency.
📌 Example use case: Assign a project workspace as your default to streamline daily workflows.
Best Practices
Keep API and Git tokens secure and regenerate them periodically.
Regularly update your password and enable expiry for compliance.
Configure your default workspace for faster onboarding into projects.
Adjust themes based on your working preference.
The My Account page centralizes all user-specific settings. From here, you can:
Secure your account with password and token management.
Integrate with Git for version control.
Personalize your workspace and theme to configure the default project.