You can use your “Profile” page to view information about your Portal user account and change settings.
Required user roles
All users can access the following core features:
- View account information.
- Change language and timezone.
- Review cookie preferences.
Additional features are only accessible to the following roles:
Admin, Developer, TransactionUser, ViewFeesAndStatements, ViewTransactionsOnly
How to access
Click your username in the top-right and then "Profile" from the drop-down menu that is displayed.
General table
The following information is displayed:
| Field | Comment |
| First Name | Your first name. Click the icon to edit this. |
| Last Name | Your last name. Click the icon to edit this. |
| Username | Your username. |
| Role | Your assigned user role. |
| Primary Email |
Your primary email address. |
| Secondary Email |
Your secondary email address. Click the icon to edit this. |
| Password | Click the "Update" button to change the sign-in password associated with your Portal user account. You must first enter your current password, before choosing a new password. |
| Multi-factor Authentication | Click the "Manage" button to view information regarding multi-factor authentication on your Portal user account. Here you will also find the option to reset your multi-factor authentication if needed. |
| Language | Changes the language displayed. |
| Timezone | Changes the timezone of all timestamps displayed to you. (Hover your cursor over a timestamp to view it in UTC) |
| Access Group |
If your Portal user account has been assigned an access group, the name of the group will be displayed here. |
| Sites |
Click the "View" button to display a pop-up that lists all site references associated with your Portal user account. For each site reference listed:
Click a site reference in the table to view further information and perform management actions. |
| Users |
Click the "View" button to display a pop-up that lists all child users associated with your Portal user account. For each user listed, the First Name, Last Name, Username, Role, Primary Email and Last Logged In date/time is displayed. Click a username in the table to view the child user’s profile page and manage their account. |
| API Management |
Click the "Open" button to access API management settings. Click here to learn more. |
| Cookie Preferences |
Click the "Review" button to display a pop-up that allows you to read, review and amend your cookie preferences associated with Portal. |
Access table
| Field | Comment |
| Last Log In | The date and time you last logged in. |
| Last IP | The IP address of where you last logged in from. |
| Device | The type of device that last logged in. |
| OS | The Operating System (OS) being run by the device that last logged in. |
| Browser | The web browser being run by the device that last logged in. |
| Session ID | A unique reference that identifies your session. Our Support Team may prompt you to provide this value when troubleshooting a problem. |
