Tools → Profile Manager

About the Profile Manager

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

Profile Manager Permissions

All Incorta Analytics Service users can access the Profile Manager.

To access the Profile Manager, in the Navigation bar, select Account > your username.

Note

The Super User or a user with the SuperRole or User Manager role can access the Edit User drawer of other users from the Security Manager to manage their accounts.

Profile drawer

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

General tab

Manage your preferences as follows:

To change your photo:
- Select the photo icon.
- Browse to the location of your photo (JPEG or PNG format) and select Open.
- In the Edit Image dialog, adjust your photo, then select OK.
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 Role Properties for more information.

Manage your group membership preferences as follows:

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

Manage your security settings as follows:

Select Reset Password:
1. Enter the current password in the Current Password field.
2. Enter the new password in the Password field.
3. Re-enter the new password in the Confirm Password field.
4. Select Change Password.
If you have access to the Public API, the Enable Public API toggle option will be available on the Security tab. For more information, refer to User security properties.

For more information, refer to the Public API v2 document.

Important

Enabling Public API access and managing personal access tokens require turning on the Enable Super User Mode toggle in the Cluster Management Console (CMC) > Tenant Configurations > Security.

Access tab

The Access tab consists of three sub-tabs: API Tokens, Published Dashboards, and Remote Git.

API Token sub-tab

Create and manage your personal access tokens as follows:

Select Create Personal Access Token. You can create up to 10 access tokens.
Enter the API token name in the Name field.
Set the expiration date using the Expiration drop-down menu
Select Create.
Select Copy Token.
Note
Make sure to copy your personal access token now, as you will not be able to see it again.
To revoke an API token, select Revoke.

Published Dashboards sub-tab

Manage your published dashboards as follows:

To copy a dashboard link, select the Link icon next to the desired dashboard.
To unpublish a dashboard, select Unpublish next to the desired dashboard.

Remote Git sub-tab

Configure your remote git credentials as follows:

Enter your Git username.
Enter your Git access token.
Select Save.

Appearance tab

Manage your appearance preferences as follows:

To enable dark mode, enable the Dark Theme toggle.
To visually reduce motion for interaction with chart legends, enable the Reduce Motion toggle.
To use accessibility features, enable the Accessibility Mode toggle.
To use Custom CSS shortcuts at the tenant level, select Open Editor, upload assets or select from the available shortcuts, and then select Update CSS.

Edit User properties

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

User general properties

The 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 UI language. Supported languages are: Arabic, Chinese(Simplified), English, French, German, Italian, and Japanese.
Region Format	drop down menu	Select the user’s country/region, which determines, along with the language, the date and number formats for this user in Incorta.
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

The 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

The following are the user properties in the Security section of the Edit User drawer:

Property	Control	Description
Authentication Type	option button	Only visible to a Super User when editing the properties of another user. Set how the system authenticates the selected user. Available options are: ● SSO ● Incorta
Enable Public API	toggle	Only visible to a Super User when editing the properties of another user. Grant public API access 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 Super User when editing the properties of another user. Temporarily log in to Incorta as the selected user.
Delete User	button	Only available to a Super User when editing the properties of another user. Delete the selected user.
Create Personal Access Token	button	Only visible to a user who has API access enabled to generate API access tokens.
Revoke	link	Only visible to a user who has API access enabled to delete or cancel API access tokens.

Access properties

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

The following are the user properties in the Security section of the Edit User drawer:

Property	Control	Description
API Tokens → Create Personal Access Token	button	Only visible to a user who has API access enabled to generate API access tokens.
API Tokens → Revoke	link	Only visible to a user who has API access enabled to delete or cancel API access tokens.
Published Dashboards → Copy	link	Select the link to copy the pub
Published Dashboards → Unpublish	link	Select the link to unpublish the dashboards.
Remote Git → Git username	text box	Enter the Git username.
Remote Git → Git access token	text box	Enter the Git access token.

User Appearance properties

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

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

Property	Control	Description
Dark Theme	toggle	Enable Incorta dark mode.
Reduce Motion	toggle	Enable a visually reduced motion for Interaction with chart legends.
Accessibility Mode	toggle	Enable the accessibility mode.
Custom CSS	editor	Upload assets or select from the available shortcuts