Menu Profile allows you to modify your user account credentials. You can also change your account password and username from the email IDs to something else. Additionally, you enable or disable the Multifactor Authenticators for your account from Menu Profile. To go to Menu Profile, first, click on the Dropdown next to the Account Name and then click on the 'Profile' under the User section.
- To change the Account's First and Last Name and the Email ID
You can modify your first and last name and your email from the User Info tab under the Menu Profile. Click on Save to save the changes.
⚠️ Note: The First and Last Name or the email is different from the Account contact information stored under the "Account Profile" menu.
- To change the account password
You can change your Admin Portal password by going to the Password Tab. You need to enter your current password in order to change it to a new one.
⚠️ Note: If the user forgot their password, they can request the new password from the Admin portal login page by clicking on the Forgot password link.
- To change the Username
By default, the username is the email address that was initially used during the account creation. The same email id is used to log in to the Admin Portal. You have the flexibility to change your account username from your default email id to something else according to your preference. Go to the Username tab under the Menu Profile and change the username for your account.
To change the username first you need to uncheck the box stating to use email as the username:
After saving the changes you will be able to login into the Admin Portal only with the new user name, this means the email id used earlier for logging in will no longer work after the change on this Username tab.
To change the username back to the default email id, you can select the option of Use email as username again.
- To use Multi-factor Authenticator
To enable the MFA on the account, you need to first click on the enable button on the Multi-factor Authentication Tab under the Menu Profile.
Then you will be provided with multiple authenticator mobile app options which you can select from. Once the app is installed, you need to scan the QR code shown on the MFA tab using the application on your mobile phone.
This will provide a 6-digit code on the authenticator mobile app which you need to enter in the code box on the MFA tab and then you need to click enable again to enable the Multi-factor authentication on your account at every login.
For more information on the Integrator level user interface, please follow this article↗️
For more information on the Customer level user interface, please follow this article↗️