An overview of how to manage your account profile
There are 2 different sections under a user's profile:
- My Profile: This section contains the logged in user's personal information related to the platform.
- My Activities: This section provides information about all the activities that the logged in user has performed. Learn More about My Activities.
In this article, you will learn about the My Profile section:
My profile section has seven different sub-sections:
1. My Profile: This sub-section contains the logged in personal information like First Name, Last Name, Phone Number, Email Address, Gender, and DOB.
2. Password: This sub-section is to change the account's password.
3. Roles: This sub-section provides information about all the roles that are tagged for the logged in user under different workspaces.
4. Notifications: In this sub-section, logged in users can choose if they want to receive email and SMS notifications for different types of activities. The activities are listed below:
4.1. Task Created: An email and SMS notification will be sent to the logged in user, when a task is created for the logged in user.
4.2. Task Completed: An email and SMS notification will be sent to the logged in user, when an assigned task is successfully completed.
4.3. Task Escalation: An email and SMS notification will be sent to the logged in user when a task is not completed within the given time period.
4.4. Task Reminder: An email and SMS notification will be sent to the logged in user to remind them to complete an assigned task within the given time period.
4.5. Role Changes: An email & SMS notification will be sent to the logged in user, when a new role is assigned or the existing role is changed.
5. Preferences: In this sub-section, the logged in user can know about their account preferences (i.e., Time Zone, RTL and Calendar).
6. Multi factor: This sub-section is used to add an extra layer of security to the logged in user account, i.e., they can use multiple authentication factors for verification before logging in to the account.
To activate the Multi factor authentication:
- Users need enable the Multi Factor.
- User can choose a verification method among the three verification methods (Google Authenticator, SMS and Email) available which ever he/she is comfortable with.
6.1. Google Authenticator:
- If you choose Google Authenticator as your extra layer of verification, there is a process to establish it.
Google Authenticator is a mobile security application based on two-factor authentication (2FA) that helps to verify user identities before granting them access to websites and services.
- Click on the Google Authenticator link, as shown below, to download the app.
- Open the Google Authenticator app and scan the QR code present in the multi factor page to connect the Google Authenticator with Quixy.
- The Google Authenticator app will get connected with the Quixy server and generate a new verification code every 30 seconds.
- The verification code can then be used when logging in to the Quixy platform.
6.2. SMS & Email
- If you choose SMS/email as your extra layer of verification.
- A SMS or email will be sent with a verification code every time to your registered mobile number or email address to login.