Settings
Detailed documentation for the Settings module, including User Profile, Security, and Company Profile management.
Settings
The Settings module is a centralized area where users can manage their personal profile, secure their accounts, and, if permitted, update company-related details. This feature ensures a user-friendly experience for managing individual and organizational information while maintaining high security standards.
Overview
The Settings module consists of three primary sections:
- User Profile: Manage and update personal information.
- Security: Enhance account security by managing passwords and activating Two-Factor Authentication (2FA).
- Company Profile: Update the organization’s details, accessible only to users with the required permissions.
Each section is tailored for a specific purpose, ensuring flexibility and control over personal and organizational settings.
Key Features
1. User Profile
- Users can update their personal details to keep their profile information accurate and up-to-date.
How to Update:
- Navigate to the User Profile section in the Settings module.
- Edit the desired fields.
- Click the Save Changes button to update your information.
2. Security
The Security section ensures that users can protect their accounts by managing passwords and activating Two-Factor Authentication (2FA).
Password Management
- Change your password to enhance account security.
- Steps to Update Password:
- Enter the current password for verification.
- Provide a new password that meets the security criteria (e.g., minimum length, special characters, etc.).
- Confirm the new password.
- Click Update Password to apply the changes.
Two-Factor Authentication (2FA)
- Add an extra layer of security to your account using Google Authenticator.
- Once enabled, users must provide a unique code from the authenticator app during login.
Steps to Activate 2FA:
- Go to the Security section in Settings.
- Select Enable 2FA.
- A QR code will appear. Scan it using the Google Authenticator app.
- Enter the 6-digit code generated by the app to verify.
- 2FA will now be activated for your account.
Deactivating 2FA:
- If required, users can disable 2FA by providing their authenticator code and confirming deactivation.
3. Company Profile
This section allows users with the necessary permissions to update the company’s profile details.
Editable Fields:
- Company Name: Update the organization’s name.
- Logo: Upload a new logo for the company.
- Address: Edit the physical address of the organization.
- Contact Information: Add or update company phone numbers and email addresses.
- Website: Provide the official company website URL.
Permissions:
- Only users with the required permissions can access and edit company profile details.
- If you don’t have permission, this section will display a View-Only mode.
How to Update:
- Navigate to the Company Profile section in Settings.
- Make changes to the editable fields.
- Click Save Changes to update the company profile.
Conclusion
The Settings module offers a centralized solution for managing user and company information with high security standards. Its intuitive interface, combined with permission-based access, ensures that users and organizations can update details effectively while maintaining data integrity.