User Profile

The User Profile is where users can update their contact information, change their password, generate an API Key, and enable Multi-Factor Authentication. 

The User Profile is accessible by selecting the person icon in the top-right navigation bar and then selecting User Profile.

User Details

The User Details section is where users can view and edit profile details and change your Portal password. Select the Edit Profile button to edit your profile. You can update the optional information of First Name, Last Name and Phone Number. Select Save when finished.

Email and Role updates can't be made on the User Profile. To update either of these, please contact your Company Master account.

Make changes to your password by selecting the Change Password button. Input the current password and the new password. You will need to reenter the new password for verification. Click Save when finished.

We recommend a strong password, which typically is between 10 to 14 characters in length. Though not required, a combination of uppercase letters, lowercase letters, numbers and symbols is also encouraged.

API Key

If API Access is allowed for your organization, Company Master Admins can generate an API Key for API endpoint authorization.

Select the Generate button in the API Key section to generate an API Key. 

Once selected, an API Key and Secret will be created. Both are needed and should be maintained securely for API use. A new one will need to be generated if the API Key and Secret are lost at any point.

If API Access is not enabled for your company, this section will not display on the User Profile. Please contact your Company Master Admin if API Access is desired.

Multi-Factor Authentication (MFA)

MFA for Individual Account

MFA can be enabled for your individual account, even if it is not required by your company by default.

To enable MFA for your account:

1. Download and install one of the following apps on your phone or tablet:
   • Google Authenticator
   • Twilio Authy
   • Windows Phone Authenticator
2. Open the app of your choice and scan the barcode on the User Profile screen using the camera on your phone or tablet
3. Enter the Verification Code and select the Activate button

MFA is now active for your account and will be reflected as so on your User Profile. 

When logging in from this point forward, you will be prompted to enter a passcode after entering a valid username and password. The code will be available from the authentication app you used to activate MFA and a new code will be required each time you login to the portal.

Deactivate MFA

You can deactivate MFA for your individual account if MFA is not required by your company. To deactivate MFA:

1. Navigate to your User Profile
2. Select the Deactivate button in the MFA panel
3. On the "Delete Multi-Factor Authentication" confirmation modal, select the Delete button

MFA is now inactive for your individual account. You will not be prompted to enter a passcode the next time you login to the portal.

MFA Required by Company

Individual users will be required to set up MFA if MFA is required by your organization. After entering the username and password and signing in on the login scree, you will be redirected to set up MFA for your account.

To enable MFA for your account:

1. Download and install one of the following apps on your phone or tablet:
   • Google Authenticator
   • Twilio Authy
   • Windows Phone Authenticator
2. Open the app of your choice and scan the barcode on the login screen using the camera on your phone or tablet
3. Enter the Verification Code and select the Activate button

MFA is now active for your account and will be reflected as so on your login screen. After entering a valid username and password, you will be prompted to enter a passcode from the authentication app. For every future login you will be prompted to enter a passcode after entering a valid username and password.