Contents
Overview
The My Profile page contains the information about your account and is where you go to maintain things like profile information, passwords, MFA settings, and other related information.
In this section, we will look at the My Profile portion of the application and examine the information which can be viewed and maintained from that interface. We will also discuss some of the security options which can be configured and other functionality which can only be accessed from this area.
My Profile View
The My Profile page is accessed by clicking on the related icon which is located in the last position from the left in the main menu.
The My Profile page consists of a section on the left with a profile picture and the user's name above a menu for navigating the available pages in the My Profile. The profile picture defaults to the ITAM gear icon but can be replaced by clicking on the icon which will open an upload file selector on your system.
When you access the My Profile section from the main menu it will bring you to the Personal Info screen. There are seven different pages available from the local menu on the left of the screen.
Personal Info
The Personal Info page in the My Profile section is used to maintain the basic information about the user.
Field | Description |
|---|---|
Full Name | The user's full name |
Email address | The email address of the user |
User Name | The user name of the user in the system |
Phone Number | The phone number of the user |
Job Classification | The job category of the user |
Job Title | The user’s title |
About Me | A small description of the user |
Simply enter or update the desired information into the appropriate fields and click the Save Changes button to save the changes.
Change Password
The Change Password page is where you will update the password when it needs to be changed. To change your password, enter the new password twice, once for selection and a second time to confirm that you have typed it correctly.
To view the password you are typing, click on the eye icon at the edge of the field. To hide it again, click on the icon a second time.
Reset MFA
Clicking on the Reset MFA button will bring you to a screen that will confirm you want to reset the Multi-Factor Authentication (MFA).
Clicking on the Reset MFA button on the confirmation page will mark your MFA as no longer active and send you back to the login screen. Once you log in you will be prompted to set up your MFA again.
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 login 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 login process.
My Entity
The My Entity screen allows you to update your Entity’s information.
Field | Description |
|---|---|
Entity Name | The name of your Entity in the system |
Contact Name | The full name of the main contact for the Entity |
Contact Email | The email for the main contact for the Entity |
Contact Phone | The phone number for the main contact for the Entity |
Entity Description | A small description of your Entity |
Similar to the Profile Information, simply edit the necessary information and click Save Changes to finalize.
At the bottom of the screen is a list of the other users associated with the Entity.
Invite User
The Invite User screen allows you to send an email to another person associated with your entity, inviting them to apply for access to the system.
Filling out the form and clicking Invite User will send them an invitation email. If they click on the link in the form they will be prompted to fill out a form requesting access to your Entity in ITAM.
My Activity
Clicking on the My Activity button will display your activity within ITAM.
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 you desire the data.
Other Settings
The other settings section of My Profile displays information about your user account and allows you to create a Digital Signature.
Digital Signature
Digital signatures are used when interacting with Signature fields on forms. There are three options for Digital Signatures.
Type
A Typed digital signature is simply typing in the name you want to be displayed in the digital signature form.
Draw
A drawn digital signature is a freeform drawing that can be accomplished with a mouse or on some devices with a digital pen or stylus. To create a signature with a mouse, move the cursor over the drawing field to the position you want to start drawing your signature, hold down the left button and draw your signature. You may let go and reposition your mouse to draw additional unconnected sections of your drawn signature (e.g. First and Last Name). Click the Save Changes button to accept the signature. Click the Clear link to clear the signature and try again.
Image
ITAM also allows the use of an already created image to stand in as your signature. If you select the Image option and click the Choose File button it will open a file selection interface on your device allowing you to select the image to use as a digital signature. Once you have selected the file you wish to use click the Save Changes button to associate it with your digital signature.
In this section, we explored the My Profile page, its capabilities, and the data you can access from it.
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