You can use your “Profile” page to view information about your Portal user account and change settings.
Required user roles
All users can access the following core features:
- View account information.
- Change language and timezone.
- Review cookie preferences.
Additional features are only accessible to the following roles:
Admin, Developer, TransactionUser, ViewFeesAndStatements, ViewTransactionsOnly
How to access
Click your username in the top-right and then "Profile" from the drop-down menu that is displayed.
The following information is displayed:
|First Name||Your first name. Click the icon to edit this.|
|Last Name||Your last name. Click the icon to edit this.|
|Role||Your assigned user role.|
Your primary email address.
Your secondary email address. Click the icon to edit this.
|Password||Click the "Update" button to change the sign-in password associated with your Portal user account. You must first enter your current password, before choosing a new password.|
|Multi-factor Authentication||Click the "Manage" button to view information regarding multi-factor authentication on your Portal user account. Here you will also find the option to reset your multi-factor authentication if needed.|
|Language||Changes the language displayed.|
|Timezone||Changes the timezone of all timestamps displayed to you. (Hover your cursor over a timestamp to view it in UTC)|
If your Portal user account has been assigned an access group, the name of the group will be displayed here.
Click the "View" button to display a pop-up that lists all site references associated with your Portal user account.
For each site reference listed:
Click a site reference in the table to view further information and perform management actions.
Click the "View" button to display a pop-up that lists all child users associated with your Portal user account.
For each user listed, the First Name, Last Name, Username, Role, Primary Email and Last Logged In date/time is displayed.
Click a username in the table to view the child user’s profile page and manage their account.
Click the "Open" button to access API management settings. Click here to learn more.
Click the "Review" button to display a pop-up that allows you to read, review and amend your cookie preferences associated with Portal.
|Last Log In||The date and time you last logged in.|
|Last IP||The IP address of where you last logged in from.|
|Device||The type of device that last logged in.|
|OS||The Operating System (OS) being run by the device that last logged in.|
|Browser||The web browser being run by the device that last logged in.|
|Session ID||A unique reference that identifies your session. Our Support Team may prompt you to provide this value when troubleshooting a problem.|