User Profile
User Profile Module Overview
The User Profile module is designed to provide customer/entity users with control over their personal account settings, offering a secure, personalized, and convenient experience on the platform. From managing personal details and language preferences to enabling offline mode and strengthening security through two-factor authentication (2FA), this module ensures users can interact seamlessly with the platform while maintaining the highest level of security.
Key Features and Functionalities
1. Personal Information Management
- Purpose: Keep user-specific information up-to-date for accurate communication and identification.
- Capabilities:
- Maintain Full Name:
- Users can update their full name, which is reflected in their profile and any related communications within the platform.
- Maintain Email Address:
- Users can set or update their email address, ensuring their contact information remains valid and current.
- Maintain Full Name:
Steps to Update Personal Information:
- Navigate to the Personal Information section of the User Profile module.
- Modify the Full Name and/or Email Address fields.
- Save changes to reflect updates across the platform.
2. Profile Language Settings
- Purpose: Cater to multilingual needs and provide a localized user experience.
- Capabilities:
- Set Profile Language:
- Users can choose their preferred language for:
- Assessment responses.
- Platform emails (e.g., notifications, reminders).
- Enables a personalized and accessible experience for users across different languages.
- Users can choose their preferred language for:
- Set Profile Language:
Steps to Configure Language Settings:
- Go to the Language Settings section in the profile.
- Select a preferred language from the available options.
- Save changes to apply the language settings across assessments and platform communications.
3. Offline Accessibility
- Purpose: Ensure uninterrupted access to critical functionalities, even without an internet connection.
- Capabilities:
- Enable Offline Mode:
- Provides offline access in specific modules, including:
- Invitations.
- Workspace.
- Learning-Center.
- Responses.
- Users can continue working on essential features and sync data once the connection is re-established.
- Provides offline access in specific modules, including:
- Enable Offline Mode:
Steps to Enable Offline Mode:
- Open the Offline Mode section in the module.
- Toggle the Enable Offline Mode option for the supported modules.
- Save changes to activate offline functionality.
4. Two-Factor Authentication (2FA)
- Purpose: Enhance account security by requiring an additional layer of authentication.
- Capabilities:
- Activate 2FA:
- Users can enable two-factor authentication using:
- SMS: Receive a unique code via text message for authentication.
- Authenticator App: Use apps like Google Authenticator or Microsoft Authenticator for secure access.
- Users can enable two-factor authentication using:
- Unenroll 2FA:
- Disable the existing 2FA setup when switching to a different authentication method.
- Activate 2FA:
Steps to Enable 2FA:
- Go to the Security section in the profile settings.
- Select the 2FA activation method: SMS or Authenticator App.
- Follow instructions to link the account (e.g., scan a QR code or provide a phone number).
- Save changes to enable 2FA.
Steps to Unenroll 2FA:
- Access the 2FA Settings in the profile.
- Select the option to Unenroll 2FA.
- Follow the confirmation steps to disable the existing 2FA setup.
5. Password Management
- Purpose: Ensure users can manage their credentials securely and recover access when needed.
- Capabilities:
- Reset Password:
- Users can reset their account password to:
- Enhance security.
- Regain access if they forget their password.
- Users can reset their account password to:
- Reset Password:
Steps to Reset Password:
- Go to the Password Management section.
- Select the Reset Password option.
- Provide the required credentials for verification (e.g., email or current password).
- Set a new password and save.
Summary of Key Functionalities
Feature | Description |
Personal Information Management | Update full name and email address to keep user information accurate and up-to-date. |
Profile Language Settings | Set a preferred language for assessment responses and platform email communications. |
Offline Mode | Enable offline access to critical modules like Invitations, Workspace, Learning-Center, and Responses. |
Two-Factor Authentication (2FA) | Activate or unenroll 2FA using SMS or an authenticator app for enhanced account security. |
Password Reset | Reset the account password to enhance security or regain access in case of issues. |
Key Notes
- Personalized User Experience:
- By supporting multi-language preferences and personal information updates, the module ensures users can tailor their account for a seamless experience.
- Security Enhancement with 2FA:
- Two-factor authentication significantly strengthens account security, protecting sensitive data and access credentials.
- Uninterrupted Functionality:
- Offline mode ensures critical modules remain accessible even without an internet connection, enhancing reliability and productivity.
- Easy Account Recovery:
- The password reset feature ensures users can quickly recover and secure their accounts in case of issues.
- User-Friendly Design:
- A straightforward interface ensures users can easily navigate and manage their profile settings.
Context and Benefits
The User Profile module is designed to prioritize user convenience, personalization, and security. By allowing users to maintain their personal details, configure multi-language support, and enable offline functionality, it enhances the overall usability and accessibility of the platform.
Key Benefits:
- Enhanced Usability:
- Multilingual support and offline accessibility make the platform more user-friendly for a diverse audience.
- Strengthened Security:
- With features like 2FA and password management, users have full control over securing their accounts.
- Improved Accessibility:
- Offline functionality ensures users can continue critical tasks, even without internet access.
- Simplified Management:
- Updates to personal information and preferences are straightforward, allowing users to keep their accounts accurate and tailored.
In summary, the User Profile module empowers users to manage their account settings effectively, strengthening security, enabling personalization, and ensuring uninterrupted platform access. This module is a critical component for delivering a seamless, user-friendly experience.