Contents

Overview

The My Profile screen allows a user to manage key information about your profile and security. It gives them access to their demographic information as well as the ability to change their password, update their Multi-Factor Authentication (MFA) settings and see their recent activity.

Accessing the My Profile screen

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Access to the My Profile is available by clicking on the user name in the top left of the screen and selecting My Profile from the secondary navigation menu which is displayed.

Secondary Navigation

Managing My Profile

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The My Profile screen is split into two panes, the left containing a profile picture on top (or an ITAM Gear if no image is uploaded) and a local menu below, and the right pane displays fields or information related to the option selected.

Updating personal information

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The Personal Info button displays the personal information that is available for updating.

Changing the Profile Picture

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The ITAM allows an Administrative User to add or update their profile picture from the My Profile page. The profile picture can be changed by clicking on the profile picture (or the ITAM Gear if no image is uploaded) and then selecting an image from their local computer to upload in its place.

Profile Picture default Icon

Changing Passwords

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It is a best practice to change your password on your account from time to time. The ITAM interface allows you to change your password using the Change Password button on the local menu of the My Profile section.

Change Password

To change your password simply enter a password in the New Password field and then verify it by entering it again in the Confirm Password field. To complete the update click the Change Password button below the fields.

Multi-Factor Authentication

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Multi-Factor Authentication (MFA) is an optional but highly recommended security setting on all Administrative User Accounts. It is required on Portal User accounts. Once enabled, it is set up by the user when logging into the ITAM for the first time.

Setting up Multi-Factor Authentication

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ITAM comes with two options for setting MFA. Option 1 involves using an Open Authenticator mobile app. Option 2 involves setting up ITAM to send an email with a log in code. Option 1 is the recommended approach.

Option 1

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As noted in the instructions on the screen for MFA, the user will install an Open Authenticator app (if not already installed) and then scan the QR code using the app and then enter the 6-digit security code presented and click the Verify Code button

Option 2

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This option involves registering an email address at which you will receive one-time codes during the log in process.

For either option, once complete, ITAM will display a success notification.

Resetting Multi-Factor Authentication

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If you have already set it up on your account and you desire to change your MFA setup, you can click the Reset MFA button This will log the user out after resetting their MFA settings. The next time you log in you will be prompted to set up the MFA again.

Reset MFA

After clicking on the Reset MFA button the user will be logged out. Upon logging in again, the user will be prompted to set up their MFA again. To do so they need to follow the same steps as they did when first setting it up.

Viewing Your Activity

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Clicking on the My Activity button will display the user's activity within the ITAM.

My Activity

You are given a number of options when viewing your own activity. You can view an audit log of your activity by clicking on the Audit Log button, view a log of your Uploaded files by clicking on the Uploaded Files Document Log button, and view a log of your user sessions by clicking on the User Session Log. Regardless of which log you are viewing, you can download a copy of the information by clicking the Save as CSV, Save as Excel, and Save as PDF buttons, depending on the format in which the Administrative User desires the data.

In this section we discussed managing your profile in the My Profile screen. In the next section we will look at hidden functionality which can be accessed in ITAM.

[Previous Topic → System Settings] | [Next Topic → Hidden Functionality]

Administration Guide

Overview
Form Manager
Advanced Form Management
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Form Integration
Automapping
Form Builder
Form Fields
Form Field Properties
Entry Manager
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Managing POA&M Reports
File Manager
Report Manager
Report Types
Theme Manager
User Manager
Template Manager
Additional Configuration Options
System Settings
My Profile
Hidden Functionality