User
This module provides access to different options to manage the user’s Profile.
My Profile
The “My Profile” section in the interface menu enables users to manage their personal details and settings. It serves as a hub for user management, providing access to specific functionalities based on the user’s role.
The options under the “My Profile” dropdown include:
- My Profile: Allow users to view or update their personal information, such as their name, contact details, and profile settings.
- Admin – Manage Product: Access to administrative features, where a user with the appropriate privileges can manage or configure product settings.
- Logout: The option to sign out of the current session.
Profile
“Manage Profile” for managing user accounts. Here’s a breakdown of the elements:
- Profile Section:
- Displays the user profile with the name and an associated profile picture.
- The “Designation” field indicates the user’s role within the organization.
- The Email Address and Mobile Number fields are shown for contact information.
Change Password
For the Change Password, the interface elements are given below:
- Password Fields:
- Password: A field to enter the new password.
- Confirm Password: A field to re-enter the new password for verification.
- Password Requirements: Below the password fields, there is a checklist displaying the password complexity requirements:
- At least 1 lowercase character
- At least 1 uppercase character
- At least 1 numerical digit
- At least 1 special character (e.g., !@#$%^&*()_+ etc.)
- At least 9 characters in length
- Save Button: Once the new password is entered and the requirements are met, the user can click the Save button to confirm the change.
Email Preference
“Email Preference” is a part of the user account management section. It includes options for managing notification email preferences.
- “Get consolidated email”: This toggle allows the user to enable or disable the option for receiving a consolidated (grouped) email containing notifications, likely summarizing multiple updates into one message.
Advance Preferences:
A button to open more detailed settings or advanced options for managing email preferences. Below are the email preference options:
-
- Dashboard Scheduler: For scheduling email notifications related to dashboards.
- Email Digest: A summary of key activities, updates, or reports.
- Export: Preferences for receiving notifications related to data exports.
- Feature Announcement: Email notifications about new features or updates in the system.
- Insta Sharing: This could relate to sharing content or reports directly through platforms like Instagram or a similar social tool.
- Schedule: Preferences related to scheduling or reminders.
- Self Service: Notifications for self-service actions or updates.
- Sharing: Notifications related to shared content.
- Threshold: Preferences for receiving notifications when certain thresholds are met.
- Unread Notification Email: Notifications about unread emails or messages.
- “User Email Preference”: This toggle allows the user to manage their individual email notification preferences, turning notifications on or off for their account.
Advance Preferences: Provides further settings that allow users to customize email preference options:
-
- Email Hourly Limit & Daily Limit: These fields allow users to set limits on the number of emails they can receive within an hour and a day, respectively.
- Export: Emails about exporting data or reports.
- Insta Sharing: Instant sharing of content or updates via email.
- Sharing: Emails regarding shared data or files.
- Unread Notification Email: Refers to notifications sent via email when the user has unread items.
- Dashboard Scheduler: Sends emails related to scheduled reports or dashboards.
- Schedule: Email notifications about scheduled tasks or events.
- Self-Service: Self-service activities such as password resets or user requests.
- Save Button: To save the user’s email preferences once the changes have been made.
Social Channels
- The “Manage Microsoft Teams” table shows the names of existing team channels, such as “Bayer Pharma,” “Demo,” and “test 123,” along with their URLs, types (e.g., Public), and action buttons for editing or deleting the channels.
- Add Team Channel: The user can add a new team channel by clicking the “Add Team Channel” button.
- Channel Name: A text field to enter the name for the new channel.
- Team Webhook URL: A text field to provide the webhook URL for the team integration.
- Channel Type: There are two options for channel visibility:
- Public: Anyone on the team can access this channel.
- Private: Only specific people on the team have access to this channel.
- Additionally, there’s an “Add” button to submit the form and create the new channel, and a “Cancel” button to discard the operation.
- Action Tab:
- Edit: To edit the team channel, you can modify both the channel name and the channel type.
- Delete: To permanently remove the team channel.
Two-Factor Authentication
Two-factor authentication enhances account protection by requiring a verification code from your authenticator app in addition to your password. This ensures that access is granted only when both credentials are validated.
- Benefits of 2FA
- Safeguards your account even if your password is exposed.
- Blocks unauthorized access attempts.
- Strengthens overall security for your data and workspace.
- Scan the QR Code
Use an authenticator app such as:
-
- Google Authenticator
- Authy
- Duo
- Microsoft Authenticator
Scan the QR code to register your account in the authenticator app.
- Can’t scan the code?
You can manually enter the details shown:
-
- Account: dqueryengine
- Key: (Unique secret key shown on screen)
- Time-based: Yes (meaning a new code is generated every 30 seconds)
- Enter Verification Code
Your authenticator app will generate a 6-digit code. Enter this code in the boxes provided.
- Register With Two-Factor App
Once you enter the correct code, click “Register with Two Factor App.”
Your account will now have 2FA enabled.
