User Profile

The administrator can edit basic information, set preferences, change the password, set API token access, deregister the mobile device, navigate to the default Platform page, and sign off from the BDB Platform by using the User Profile icon provided on the Platform homepage.

Accessing the User Profile Menu

• Navigate to the Platform homepage.

• Click the User Profile option.

• Displays the following options:

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

  • About: Displays a welcome page of the BDB Platform

  • Sign Out: Allows to sign out from the Platform

Options provided under the User Profile

My Account

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

• Click the User Profile icon from the Platform homepage.

• Details of the logged-in user get displayed below.

• Click the My Account option.

• A notification message appears, and the user profile gets loaded.

The user profile get loaded by default while opening the My Account

Profile

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

• The Profile tab opens by default 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.

Updating the Profile information

• The profile changes get saved, and the same gets communicated through a confirmation message.

Password

The user can reset the password for his account using this segment.

• 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.

Changing password using the Password option given under My Account

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

Confirmation message after the password gets updated

Preferences

The Administrator can change the preference settings of the users using this module from the left side of the pane.

• Follow the below-given steps to change preference settings:

  • Click the Preferences tab using the My Account menu row.

  • The right-side panel displays the option to set the preferred view for the user's homepage.

  • Select an option using the Select Preference drop-down option. The following choices will get displayed:

    • Folder- the user can set any folder as the preferred view for the homepage.

    • Document- the user can set any document as the preferred view for the homepage.

    • Shared- the user can set any document from the Shared folder as the preferred view for the homepage.

    • Default – it opens the My Documents page for the user as the default homepage.

    

  • Use the Search space to customize the list (In this case, the list of folders gets customised based on the searched folder).

  • As per the selected choice, a drop-down menu appears (E.g., The following image displays all the available folders since the Folder option is selected from the Select Preference drop-down).

  • Select a specific folder/document from the below displayed choices by using a tick mark in the given radio button.

  • Click the Save option.

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

Configuring Preferences

Please Note: Folders or documents get displayed to the users as per the set preferences by the Administrator.

Configuration

The configuration tab allows the user to create or reset the API Token and set the Password Expiry configuration.

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.

Generating the API Token for the first time.

• The API token gets generated and displayed below with the mention of the last reset date and time.

• Click the Reset icon to reset the API Token.

• The Reset Token Confirmation window opens with a warning that while resetting the API token the old open doc dashboards would become invalid.

• 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.

Confirmation message after the API Token gets configured

Please Note: The last reset date and time get mentioned under 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.

Accessing the Password Expiry Configuration option

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

• Click the Apply Changes icon to save the changes.

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

Confirmation message after the password expiry setting option gets configured