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User Account Dialog

The User Account dialog is in the masthead and available from every Page. Hover over the User's image and select User Account. The User Account dialog allows the current User to manage their account; this differs from the User Record where SPoCs and trusted staff can manage user information.

User Account menu showing options for User Account, Impersonate, Sign Out, and About

Example of a User Profile with menu options for My Profile, Social Logins, Change/Edit Password, and Restart Auth App

In the User Account dialog, you can update your profile, manage social logins, and change your password. This dialog includes multi-lingual support. Select the language to display for field labels (buttons, instructions, and so on). Current available languages are English (default), Mandarin (Simple Chinese), Portuguese, and Spanish.

My Profile

Users can edit the following information in their profiles:

  • Upload Photo
  • Prefix
  • First Name
  • Nickname
  • Last Name
  • Middle Name
  • Suffix
  • Gender
  • Date of Birth
  • Marital Status
  • Email Address
  • Mobile Phone
  • Work Phone
  • Time Zone (this field is hidden for any Users without at least 1 Security Role)
  • Locale (this field is hidden for any Users without at least 1 Security Role)
  • Communication Preferences
    • Email Unlisted
    • Mobile Phone Unlisted
    • Do Not Send Me Text Messages
    • Do Not Send Me Bulk Email Messages

To save any changes, scroll down and click Save.

Note: If you've been logged in to the Platform for a while and your authentication times out, you must reauthenticate with your username and password to launch the User Account dialog.

Impersonating Users

Some Users can impersonate a User using the Display Name shown in the masthead. This feature is available if you set Can Impersonate to Yes on the User's record.

Note: Limit this ability to highly trusted and trained staff members. After you impersonate a User, log out so you don't continue performing actions on behalf of that User.