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My Accounts Page: Account Info Tab

The Account Info Tab on the My Accounts Page displays a user’s personal information. Default fields include: Username, Email, First Name, Last Name, Home Page, Employee ID, Phone Number, Address 1, and Address 2. Other Custom Fields may show depending on settings designated in the Account Fields Tab of the Site Settings Module. WIKI LINK HOW TO: ADD A CUSTOM/ADDITIONAL USER ACCOUNT INFORMATION FIELD

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At the bottom of the Account Info Page, comment channels allow an individual to view or generate comments from/to their supervisors or other users added to the channels.

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My Channels Explanation

The Accounts Module has its own communication feature referred to as Channels that allows for comments to be sent between individuals, their supervisors, and/or other accounts and certification roles. A date and time stamp is assigned to each comment as it is sent. Channels can be accessed at the bottom of the Account Info: (User Name) Page on the Account Info Tab of the Accounts. Module.

Channels are divided into two tabs: My Channels and All Channels. The My Channels Tab will list all comment channels that an individual has access to.

The All Channels Tab will list all comment channels. The Supervisor Chanel is a default channel that allows comments to be made that are only accessible by an individual’s supervisors. If an individual does not have access to the channel the statement, “You do not have permission to view this channel because you are not a participant,” will show in place of the comment textbox.

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Account Info Tab Context Menu Explanations

To manage your personal account information, click on the three dot (…) icon to the right of the Account Info: (User Name) header to open a context menu with the options: Edit Account Info, Reset Password, and View Certifications (will only show if the individual has access to the People Module).

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Account Info Tab Context Menu Explanations

Option

Explanation

Edit Account Info

Selecting “Edit Account Info” from the context menu will open the Edit Account Info: (User Name) Page under the Account Info Tab. 

WIKI LINK HOW TO EDIT YOUR PERSONAL ACCOUNT INFO

Reset Password

Selecting “Reset Password” from the context menu will open the Reset Password Tab on the My Account Page in the Account Module.

WIKI LINK HOW TO: RESET YOUR OWN PASSWORD

View Certifications

Selecting “View Certifications” from the context menu will open the My Certifications Tab on the User: (User Name) Page in the People Module

If “View Certificates” does not show on the context menu, it’s likely that user does not have access to the People Module.