User profile

This page allows you to edit various settings of your user profile. To open user profile page navigate to https://platform_address/profile

Settings page

This tab contains general user profile details and info.

../../../../_images/tabSettings.png

  1. First name

  2. Last name

  3. Language - this is language which will be used in user interface

  4. Timezone - choose your time zone

  5. Display exact date - specifies if absolute (01.01.2023 12:12) or relative (fiwe minutes ago) time is used

  6. Region - specifies regional formats for dates and number, example is shown below the menu

  7. User UUID (can not be changed, only copied)

  8. Email (can not be changed, only copied)

  9. Phone number

  10. Auto deposit mailbox - specifies which mailbox will be used for incoming envelopes. If disabled - you will have to manually specify mailbox for each incoming envelope

  11. Signature settings - here you can create or update your e-ink signature

  12. Initials settings - here you can create or update your initials

  13. Register personal account

  14. Register company account

  15. Additional settings - expandable block, which includes additional profile fields which may be used to prefill data on the envelope

Note

List of additional fields may be different depends on the instance you’re working. General additional fields which are available on each instance: Full name, Birthday, Gender, Residence address, Position, Department, Business, Company full name, Company short name, Company address, Company phone, Company email, Website, Manager position, Manager full name, Manager mailbox, Director full name, Director mailbox, HR full name, HR mailbox, Hire date, Contract number, Contract date, ID / Number, Type, Other

Additional settings fields validations

Field name

Field limitations

Full name

Text field. Min: 1 and max: 500 symbols

Birthday

Date field. No limits

Gender

Text field. Min: 1 and max: 128 symbols

Residence address

Text field. Min: 1 and max: 255 symbols

Position

Text field. Min: 1 and max: 128 symbols

Department

Text field. Min: 1 and max: 128 symbols

Business

Text field. Min: 1 and max: 128 symbols

Company full name

Text field. Min: 1 and max: 500 symbols

Company short name

Text field. Min: 1 and max: 50 symbols

Company address

Text field. Min: 1 and max: 255 symbols

Company phone

Text field. Min: 1 and max: 128 symbols

Company email

Text field. Min: 6 and max: 255 symbols. Validation pattern: “^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$”

Website

Text field. Min: 1 and max: 255 symbols

Manager position

Text field. Min: 1 and max: 128 symbols

Manager full name

Text field. Min: 1 and max: 500 symbols

Manager mailbox

Text field. Min: 36 and max: 36 symbols. Validation pattern: “^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$”

Director full name

Text field. Min: 1 and max: 500 symbols

Director mailbox

Text field. Min: 36 and max: 36 symbols. Validation pattern: “^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$”

HR full name

Text field. Min: 1 and max: 500 symbols

HR mailbox

Text field. Min: 36 and max: 36 symbols. Validation pattern: “^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$”

Hire date

Date field. No limits

Contract number

Text field. Min: 1 and max: 128 symbols

Contract date

Date field. No limits

ID / Number

Text field. Min: 1 and max: 128 symbols

Type

Text field. Min: 1 and max: 128 symbols

Other

Text field. Min: 1 and max: 1000 symbols

Note

Do not forget to click the “Save changes” button after editing anything on this page.

How to create your signature?

  1. Go to user profile page

  2. Click the “Add signature” button (or “Replace signature” if you wish to change already existing signature)

../../../../_images/signatureModal.png

  1. Draw your signature in the opened window

  2. Alternatively, text can be used for signature

  3. Check the “I agree…” checkbox in the modal window

  4. Click the “Save changes” button on the account setting page

How to create your initials?

  1. Go to user profile page

  2. Click the “Add initials” button (or “Replace initials” if you wish to change already existing initials)

../../../../_images/initialsModal.png

  1. Draw your initials in the opened window

  2. Alternatively, text can be used for initials

  3. Click the “Save changes” button on the account setting page

How to create a personal account?

  1. To register new personal account click the “Register personal account” button

  2. In opened window enter a name for the account

  3. Select checkbox “I agree with Terms and conditions and Privacy policy”

  4. Click the “Create” button (it will become active after previous steps are done)

../../../../_images/createPersonalAccount.png

How to create a company account?

  1. To register new personal account click the “Register company account” button

  2. In opened window enter a name, ITN and mailbox name for the account

  3. Select checkbox “I agree with Terms and conditions and Privacy policy”

  4. Click the “Create” button (it will become active after previous steps are done)

../../../../_images/createCompanyAccount.png

How to update your password?

../../../../_images/passwordSettings.png

  1. Check Change password checkbox

  2. Enter current password

  3. Enter new password

  4. Confirm new password in second field

  5. Click the “Save changes” button

How to upload a user icon?

../../../../_images/userIconSettings.png

  1. Click the “Upload” button and select an image

  2. To see allowed image formats and sizes hover over info icon

../../../../_images/userIconValidation.png

  1. Click the “Save changes” button to apply new icon

  2. You can return default profile logo with “Set default” link

Invites page

This tab allows you to manage pending and accepted invitations to accounts and mailboxes from other users.

../../../../_images/tabInvites.png

  1. In the “Pending invitation” section you can see a list of invitations from other users. Each row represents an account where you are invited to (first column). Second column shows a list of account mailboxes where you are invited to. Each invitation can be accepted or declined.

  2. In the “Accepted invitation” section you can see a list of already accepted invitations. Each row represents a mailbox (second column) where you are invited to. Accepted invitations are grouped by account (first column). Each mailbox where you accepted an invitation to can be left.

Forwarding page

Note

This functionality will be disabled if you do not have 2012 mailbox level permission (Delegate envelopes).

This tab allows you to configure automatic forwarding of all incoming envelopes.

../../../../_images/tabForwarding.png

  1. Select a target mailbox which will be a delegate of yours

  2. Select effective from date - it will specify a start date of the forwarding period (can be left empty to start period immediately)

  3. Select effective until date - it will specify an end date of the forwarding period (can be left empty to make period indefinite)

  4. Enable “Active forwarding” toggle

  5. Click the “Save changes” button

Forwarding is configured now. If you wish to disable it at some point later, you can disable “Active forwarding” toggle and click the “Save changes” button.

Danger zone page

Note

Option to remove own user profile can be restricted by instance settings. Danger zone tab will not be shown on Profile information page if so.

This tab allows you to delete your user profile.

../../../../_images/tabDangerZone.png

Warning

After User profile deletion all Accounts with role “Account owner” will be deleted with all related data. You can keep all accounts and related data by following the insctructions below.

../../../../_images/deleteUserModal.png

Delete user profile, accounts and all related data

  1. Click the “Delete” button

  2. Enter your email in upper case in the field in the modal window which opens after clicking thr “Delete” button

  3. Click the “Confirm” button

  4. After deletion of user profile you will be logged out and redirected to login page

Delete user profile, but keep accounts and all related data

  1. Before deleting User profile you should assign a new account owner to all accounts where you have role Account owner role

  2. After that you should go to Danger zone tab in user profile page and click the “Delete” button

  3. Enter your email in upper case to the field in the modal window which opens after click the “Delete” button

  4. Check “Keep the account and mailboxes” checkbox

  5. Click the “Confirm” button

  6. If all accounts where you have the account owner role has other owners your profile will be deleted, you will be logged out and redirected to login page. Otherwise you will see an error message in the right corner of the page

../../../../_images/errorKeepAccount.png

What happens with user data after deleting a user profile?

After user profile deletion next related data will be deleted as well:

  1. Accounts where user has “Account owner” role

  2. Mailboxes

  3. Templates

  4. Dictionaries

  5. Contacts

  6. Aliases

  7. Envelope drafts

Note

Envelopes in the middle of the processing flow will not be deleted.