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Tools → Profile Manager

About the Profile Manager

The Profile Manager allows you to view and edit your profile. Through the Profile Manager, with the necessary access rights, you can control profile aspects such as group membership, security, and appearance preferences.

Profile Manager Permissions

All Incorta Analytics Service users can access the Profile Manager.

To open the Profile Manager, follow these steps:

  • On the right side of the Navigation bar, select the Profile icon to open the Profile menu.
  • In the Profile menu, select your username.

Profile drawer

The Profile drawer consists of four tabs: General, Group Membership, Security, and Appearance. Use the drawer tabs to change your photo and password, set your language, location, time, security, and appearance preferences.

General tab

  • Select the General tab from the Edit User drawer.
  • To change your photo:

    • Select Upload.
    • Browse to the location of your photo (JPEG or PNG format).
    • Select Open. The photo will be updated.
    • To remove your photo, point to the photo, and select Remove file (trash can icon).
  • Change your display name and email, if needed.
  • Select your desired language from the Language drop down menu.
  • Select your country from the Region Format drop down menu.
  • Select your desired time zone and calendar.
  • Select Save.

Group Membership tab

All tenant users have access rights to view the Group Membership tab except the User Manager and SuperRole have edit access rights. Refer to the Security Roles document for more information.

  • Select the Group Membership tab from the Edit User drawer.
  • To add a group to a user’s group membership:

    • Select the Add to Group(s) (+ icon).
    • Select the desired group(s) to add the user to.
    • Select Add.
  • To remove a group from a user’s group membership:

    • Select the desired group(s), and select Delete (trash can icon).
    • Select Remove.

Security tab

  • Select the Security tab from the Edit User drawer.
  • To change your password:

    • Enter the current password in the Current Password field.
    • Enter the new password in the Password field.
    • Re-enter the new password in the Confirm Password field.
    • Select Change Password.

The following API section is only visible to a user that has API key generation enabled.

  • To create a new API key, select Generate Key.
  • To renew your API key, select Renew Key.
Note

When you renew an API key, the prior key will be invalidated immediately.

For more information, refer to the Public API document.

Appearance tab

  • Select the Appearance tab from the Edit User drawer.
  • To enable dark mode, toggle on the Dark Theme switch.
  • To enable a visually reduced motion for interaction with chart legends, toggle on the Reduce Motion switch.

Edit User properties

You can access the detailed properties of an individual user by selecting them from the Users tab.

User general properties

Following are the user properties in the General section of the Edit User drawer:

Property Control Description
Login Name immutable The user login name.
Profile Image file selection Upload an image to use as the user profile image. The file type must be a JPEG or PNG, and the file size is limited to 2MB.
Display Name text box Enter the user’s display name.
Email text box Enter the user email.
Language drop down menu Select the user’s language. Available options are:
Arabic, Chinese(Simplified), Dutch, English, French, German, Italian, Spanish, and Spanish.
Region Format drop down menu Select the user’s GMT based time zone.
Time Zone drop down menu Select the user’s GMT based time zone.
Calendar drop down menu Select the calendar format for the user.

User group membership properties

Following are the user properties in the Group Membership section of the Edit User drawer:

Property Description
Name The group name
Description The description of the group

User security properties

Following are the user properties in the Group Membership section of the Edit User drawer:

Property Control Description
Enable API Key Generation toggle Only visible as a SuperUser. Toggle API key generation for the selected user.
Current Password text box Only available in the drawer of the logged in user. Enter the current user password.
Password text box Only available in the drawer of the logged in user. Enter a new password.
Confirm Password text box Only available in the drawer of the logged in user. Confirm new password.
Reset Password button Only available to users with Security management privileges. An email will be sent to the user with a link to reset their password.
Login As button Only available to a SuperUser. Temporarily log into Incorta as the selected user.
Delete User button Delete the selected user.
Generate/Renew API Key button Only visible to a user that has API key generation enabled. Generate a new API key.
Copy Key button Only visible to a user that has API key generation enabled. Copy the current API key to the clipboard.

User Appearance properties

The appearance properties section is only visible to the currently logged in user.

Following are the user properties in the Appearance section of the Edit User drawer:

Property Control Description
Dark Theme toggle Enable Incorta dark mode for the selected user.
Reduce Motion toggle Enable a visually reduced motion for Interaction with chart legends.

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