Account Settings

Account Settings Overview

The Account Settings module empowers tenant users to configure and personalize their platform instance to meet their organizational needs. From basic settings and email integrations to branding customization and operational transparency, the module provides comprehensive tools to ensure the platform reflects the tenant’s identity and supports efficient management.

Key Features and Functionalities

1. Instance Configuration

• Purpose: Customize essential instance-level settings to identify and personalize the tenant's account.
• Capabilities:
  • Set Instance Name:
    • A unique name for the tenant’s account to distinguish it within the platform.
  • Primary Contact Email Address:
    • Used for ensuring communication and support requests are directed to the right contact.

Steps to Configure Instance:

1. Navigate to Account Settings and locate the Instance Configuration section.
2. Update:
   • Instance Name: Enter the desired name.
   • Primary Contact Email: Input a contact email.
3. Save changes to apply the configuration.

2. Email Integration and Templates

• Purpose: Manage email communication setup and ensure the organization’s branding reflects in email messages.
• Capabilities:
  • Email Integration:
    • Integrate with Sendgrid to manage email-based communication.
    • Test email delivery to ensure successful connections.
  • Default Email Templates:
    • Customize templates for key account-related emails:
      • Welcome Emails: Automatically sent to new users upon account creation.
      • Verification Emails: Used for validating newly created accounts.

Steps for Setting Up Email Integration:

1. Navigate to the Email Integration section under Account Settings.
2. Enter and configure your Sendgrid credentials.
3. Perform a test email to validate successful integration.

Steps to Customize Email Templates:

1. In the Default Email Templates section, select a template (e.g., Welcome or Verification Email).
2. Edit the template’s content, subject line, and formatting to match branding requirements.
3. Save the template to apply changes.

3. User Logs

• Purpose: Track user activities and maintain operational transparency for auditing.
• Key Features:
  • Logs are tamper-proof, ensuring accurate records of user actions.
  • Logs span across all platform modules for comprehensive accountability.

How User Logs Work:

• Tenant users can access logs to review activities like:
  • Changes to account settings.
  • Campaign and assessment actions.
  • User account modifications.
• Logs cannot be deleted, ensuring permanent accountability.

4. Branding and Customization

• Purpose: Customize the look and feel of the platform to align with tenant branding and visual corporate identity.
• Capabilities:
  • Colors and Logos:
    • Set branding colors and upload a company logo.
    • The logo will appear in:
      • Platform UI (e.g., top-left corner).
      • Emails sent from the platform.
  • Other Custom Visuals:
    • Home Page Banner: Upload an image for the home page's header.
    • Login Page Image: Customize the login screen with an image (e.g., your logo or branding design).
    • Slider Message: Add an announcement or key message to the home page banner (e.g., company news or updates).

Steps to Customize Branding:

1. In the Branding section, upload:
   • A logo image (JPEG, PNG, or SVG recommended).
   • A Login Page Image and Home Page Banner Image.
2. Set branding colors (e.g., primary and secondary colors).
3. Add a Slider Message if required.
4. Save changes to apply the branding.

5. Product Activation and Integrations

• Purpose: Enable advanced features and third-party integrations to extend the platform's functionality.
• Available Options:
  • Data Pools Activation:
    • Accept the activation Terms and Conditions to enable the Data Pools feature for advanced analytics and virtual collections.
  • Productfruits Integration:
    • Supports improved product adoption and onboarding with:
      • Onboarding Videos: Help new users navigate the platform.
      • On-Page Help: Provide contextual guidance directly in the application.
      • Custom Help Guides: Host detailed documentation for user support.

Steps to Enable Product Activation:

1. Navigate to the Product Activation section in Account Settings.
2. Review and accept terms for Data Pools or enable Productfruits features.
3. Save the configuration to activate these options.

6. Module Custom Naming

• Purpose: Personalize module names to reflect organizational terminology or operations.
• Capabilities:
  • Customize names for specific modules:
    • Learning Center (e.g., rename to “Training Hub”).
    • Workspace (e.g., rename to “Task Manager”).

Steps to Rename Modules:

1. Access the Module Custom Naming section under Account Settings.
2. Enter new names for the applicable modules.
3. Save changes to reflect the custom naming across the platform.

Key Steps Summary

Context and Benefits

The Account Settings module provides tenant users with critical control over platform configurations and branding. With the ability to manage core settings, email communications, visual customizations, and integrations, it ensures a personalized and cohesive experience for both administrators and end-users. Additionally, features like user logs and product adoption tools improve accountability, transparency, and user engagement.

Key Use Cases:

1. Platform Branding:
   • Use custom logos, banners, and colors to create a branded and professional experience for users.
2. Operational Transparency:
   • Track all platform activities through tamper-proof user logs for auditing and accountability.
3. Enhanced User Experience:
   • Guide users with onboarding videos, on-page help, and contextual documentation through Productfruits.
4. Personalized Module Naming:
   • Tailor platform terminology to match the organization’s operational language (e.g., “Learning Center” → “Employee Training Hub”).

By combining advanced configuration tools with seamless integration and branding options, the Account Settings module ensures organizations can deliver a unified and professional user experience across their platform.