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User Account Dialog

The User Account dialog is located in the masthead and is available from every Page. Hover over the image of the currently authenticated User and select User Account. The User Account dialog allows the currently authenticated 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

The User Account dialog allows you to update your profile, manage social logins, and change your password. This dialog includes multi-lingual support. Choose 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 are able to edit their profiles by adding, changing, or updating this information.

  • 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, be sure to scroll down and click Save.

Note: If your browser has been open and logged in to the Platform for a while (and your authentication has timed out), launching the User Account dialog requires you to re-authenticate with your username and password before proceeding.

Impersonate User

Some users also have the option to impersonate a user via the Display Name shown in the masthead. This functionality is available if Can Impersonate is set to Yes on the user's record.
Note: This ability should be limited to highly trusted and trained staff members. After impersonating, ensure that you log out to prevent continued action on behalf of that user.