User Settings
This article describes the personal account settings available to the client.
Table of contents
Table of contents
User settings
When you register an account, Client Portal creates a default user. If necessary, you can change the user settings under which you log in to your client area.
All information about the client is available in the Profile and User settings in the Client section.
You can view and edit the data:
- under Client → Profile:
- Email — the user's email address, which is used as the username;
- Full Name
Note
You will not be able to change the email and name for the first user yourself. To change this data, contact our support team.
- Password;
- Phone number— the user's phone number for receiving SMS notifications.
Note
To remove a verified phone number from your user profile that you cannot access, contact our support team.
Phone number statuses:
- Verified successfully change the verified phone number, click Edit → enter the verification code from the SMS message for the old number → the Phone number field will be leared.
- Not verified to verify the phone number, click Verify → enter the verification code from the SMS message.
- under Client→ User Settings, where you can:
- edit Main settings;
- read updates to the Privacy policy;
- manage actions on Operations with personal data:
- change decisions on the policies and familiarize yourself with the information on them;
- export personal datain CSV format. The file will be sent to the email specified in the user's settings;
- send a request for the deletion of personal data;
- send a request for the restriction of the use of private data;
- configure binding to external authorization services;
- enable two-factor authentication to confirm transactions with temporary passwords through the Google Authenticator application;
- configure operation via Telegram to contact our support team;
- add an avatar— an image that is displayed in correspondence with technical support;
- set up notifications to manage your subscription to notifications from our notification system.
Note
You will not be able to change your login or registration email by yourself. To change this data, you need to contact your provider.
Adding a new user
You can give access to your client area to third parties. For example, to an accountant to manage accounts and documents or to a system administrator to communicate with technical support specialists. To add a new user, enter Tools → Add a new user.
Then you can manage users in Client → Users:
- create a new user;
- edit user data;
- delete a user;
Note.
You will not be able to delete the first user by yourself. To do this, you need to contact your provider.
- enable/disable a user;
- edit user permissions.
Managing users
User permissions
You can change the permissions of users to perform certain actions. To do this:
.1Enter Client → Users → select the user → press the Permissions button.
.2Hold down the Ctrl key and select the permissions you want to assign to the user.
.3Press Enable and confirm the action.
