User Profile

This page displays the user's profile information, including personal details, account settings, and preferences.

The administrator can edit basic information, set preferences, change the password, set API token access, navigate to the default Platform page, and sign off from the BDB Platform by using the User Profile icon provided on the Platform homepage. Users can view and update their information, manage privacy settings, and track their interactions on the platform.

Accessing the User Profile Menu

The user profile menu is where you can manage your account and access key settings for the platform.

• Navigate to the Platform homepage.

• Click the User Profile option.

• Displays the following options:

  • My Account: Displays the account details of the logged-in user.

  • About: Displays a welcome page of the BDB Platform.

  • Settings: It redirects users to set some admin and user-level configurations.

  • Sign Out: Allows users to sign out of the Platform.

    

My Account

This section covers three options to manage settings for a user account.

• Click the User Profile icon from the Platform homepage.

• By default, the existing user profile will be loaded.

• Click the My Account option.

  
• The user will be redirected to the My Account page with the Profile tab selected by default.

  

Profile

The Profile tab displays personal information about the logged-in user.

• 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.

Password

This section allows users to reset their passwords for their platform accounts.

• Click the Password tab using the My Account page.

• The Change Password window opens.

• Enter the Password, New Password, and Confirm Password (the newly set password).

• Click the Update option.

  
• A confirmation message appears, and the password gets changed for the concerned User Account.

  

Please note: An email will be sent to the user with a link to log in to the account again.

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 menu row.

  • 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 a tick mark in the radio button.

  • Click the Save option.

  • A pop-up confirmation message appears to ensure that the preferences have been updated.

    

Please note: Folders or documents will be displayed according to the set preferences.

Configuration

The Configuration tab allows users to create or reset the API token, set password expiry configurations, and configure the GIT token and username. Users can also select a workspace from this section to access platform content tailored to their role or preferences.

API Token Configuration

The API Token is used to expose the document as an open document.

• Navigate to the API Token Configuration option using the Configuration tab.

• Click the Generate icon to generate an API token.

  
• A notification message appears to convey the completion of the action.

  
• An API token will be generated and shown below, along with the date and time it was last reset.”

• Use the Refresh option to refresh the API token.

  

Resetting the API Token

• Click the Reset icon from the API Token Configuration window to reset the API Token.

  
• The Reset Token Confirmation window opens with a warning that old open doc links will be invalid for old dashboards.

• Click the YES option from the warning message window to reset the API Token.

  
• A confirmation message appears to inform that the API token has been reset.

• The API Token gets reset, displaying the recent Date and time under the API Token Configuration window.

Please note: The last reset date and time are also updated in the API Token Configuration window.

Password Expiry Configuration

The password expiry limit can be configured via this option.

• Navigate to the Password Expiry Configuration option using the Configuration tab.

• Select the Password Never Expires option by putting a tick mark in the given checkbox.

• Click the Apply Changes icon to save the changes.

• A notification message appears to confirm the update, and the selected configuration gets saved.

  

  Notification message after the Password Expiry configuration gets set for never expires

Please note: The Git Token and Git Username fields must be configured to access the Git Pull-Push and Repo Sync Project functionalities under the DS Lab module.

Git Token

The user can configure the Git Token using this option.

• Navigate to the Git Token section under the Configuration tab.

• Provide the Git Token provided by your deployment team.

• Click the Save icon.

  
• A notification message appears to ensure that the Git Token has been saved.

  

Git Username

The user can configure the GIT Username using this option.

• Navigate to the Git Username section under the Configuration tab.

• Provide the Git Username.

• Click the Save icon.

  
• A notification message appears to ensure that the Git Username has been saved.

  

Please note: The user can also configure the Git Token and Git Username through the Security module. These fields can be accessed as Custom Fields while creating a new user. Users can specify the Custom Fields using the Custom Field Settings admin option.

Theme Configuration

The Configuration tab of the My Account option allows users to select a theme for the platform display and save it.

• Navigate to the Theme Configuration section under the Configuration tab.

• Select a theme using the radio button provided for the choices.

• Click the Save option.

  
• The selected themes will be applied, and the same will be ensured by a success message.

  

Workspace Configuration

Users can do workflow-level configuration from the Configuration tab to allow customized access to the platform modules.

• Navigate to the Workflow Configuration section under the Configuration tab.

• Select a workflow using the drop-down.

  • By selecting the Default option, the user can access the default modules.

• Click the Save option.

  
• A notification message ensures that the selected workflow configuration is applied.

  
• The selected workflow name will be displayed on the header menu.

About

This option redirects to the default welcome page of the Platform.

• Select the About option from the user profile context menu.

• You will be redirected to the default welcome page.

• Select All Files option from here to get redirected to the available documents for the logged-in user.

  

Settings

The Settings option redirects the user to access the Administrative settings and Security modules.

• Select the Settings option from the user profile context menu.

• The next page will be displayed with Admin & Security options. The Admin landing page will be launched by default.

  

Sign Out

The user can sign out of their signed-in platform accounts by using the Sign Out option from the user profile context menu.