Manage Profile
Once you are logged into the app, you can manage your profile as follows.
Manage Profile Page
Click on the Profile Menu in the top-right corner of the app as shown below and click on the Manager Profile
menu
item as shown below or goto Manage Profile page
The App will show the below page with your profile information.
Edit Profile
In the Manage Profile page, click on Profile
tab and click on Edit
button and make necessary
changes using the form shown below.
Change Password
In the Manage Profile page, click on Credentials
tab. From with-in that tab, click on Change Password
button.
- You need to know your current password to change the password. If you do not know your current password, you need to reset it
- When setting a new password, always use a strong and unique password that you have not used before. Refer to Password Guidelines for more info.
After changing the password, the system will send an email confirming that password has been updated.
Updating Email
Note that the system needs to have correct email to send Notifications and other administrative-related emails. To
ensure the deliverability, we ask that user to confirm their email by following steps in Confirm Email
email.
When you change email after confirming, the system will send another email to new email, and it needs to be confirmed as well.
User Preferences
Datasert Account provides few settings that can be customized on a per-user basis. These can be found in Preferences
tab.
To edit preferences, click on the Edit
button in the Preferences tab, make necessary changes and click Ok
.
Timezone
Datasert Apps display date/time in many places. While all date/time values are stored in the storage in UTC timezone, it is very user unfriendly to view date/time in a different timezone than you live in. You can your time zone in this preference.
This is defaulted to your browser timezone at the time of you sign up for an account.
API Mode
This setting helps you set the API Mode of your account Default
or Readonly
. When set to Readonly
, the app will
not let you change any of the data in the system.
You can also change this setting easily in the Profile Menu
in the top-right corner of the app.
When you are in Readonly
mode, the app will show a Lock icon in the toolbar next to Profile Name as shown below.
Readonly
mode is useful when you are just browsing the App and want to make sure you do not make any changes by
mistake.