Updating your User Profile Updating your User Profile
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Updating your User Profile

User's guide

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Update your profile information 

There are two ways to update your profile information. 

Via the Admin > Users page

This gives you the ability to update all of the fields associated with your profile

Once you have logged in:

  1. Click Admin > Users.
  2. Select your name from the list of users.
  3. Enter your information into the form.
  4. Click when you are finished.

Via your personal Profile page

This view is limited to allowing you to update your account settings (search settings, homepage, etc.)

Once you have logged in:

  1. Click on the top right on you user icon and select Edit Profile.
  2. Customize the settings for your account available via the tabs seen in the header.
  3. Click when you are finished.

Update your user icon (avatar) 

Once you have logged in:

  1. Click on the User icon to begin changing your User Avatar.
  2. Upload a new Avatar if you so wish.

What you profile information page means: 

  • Email: The Email address for your account.
  • First Name: Your First Name. This is required and used throughout iconik.
  • Last Name: Your Last Name. Optional.
  • Primary Team/Group (legacy): Designates the default access applied to any assets uploaded by a user.
  • All Teams/Groups (legacy): Allows users to have visibility into content uploaded by members of those other teams.
  • Role Groups: Allows specific roles within Iconik to be set that are more restrictive than the default user types.
  • Phone: Your Phone number. Optional.
  • Type: The Type of user account you have.
  • Status: Whether your user is active or not.
  • Owner: If enabled you will have Domain Owner capabilities
  • Avatar: A picture that represents you. If there is not one uploaded your profile image will appear as your initials.

Even if the fields are optional, you will find that user's in iconik will have a better experience if you fill them in.

What your user settings information page means: 

  • Homepage: The page that you will redirected to after logging in.
  • Open panels: This allows you to set which panels should be open by default when viewing the Search page.
  • Asset Default Sections: This allows you to set which panels should be shown by default when accessing an asset. If this is left empty the panels shown when opening an asset will be Asset Metadata and Comments.
  • Date Format: You can provide a default date format for the dates shown in iconik. See System Settings for more details on the formatting.
  • Date Time Format: You can provide a default date-time format for the dates times shown in iconik for all users in the account. See System Settings for more details on the formatting.
  • Share link expiry (days): The default number of days that a share is allowed for until the share links expire, up to a maximum of 5 years. We recommend keeping it as short as you can.
  • Download file name uses: Whether the filename for the file is the original name used when uploading or the title for the asset.

Changing your password or Multi-factor Authentication settings 

If you need to change your password or enable Multi-factor Authentication, you can do so by clicking on the Security Settings tab in your profile settings.

  • Password: You can change your password here.
  • Two-step Verification: You can enable or disable two-step verification here.
    • Methods available are:
    • Email: A code will be sent to your email address.
    • Authenticator App: You can use the an Authenticator app (Such as Google Authenticator or Okta Verify) to generate a code.

To enable the email method, simply check the box and click Update.

To enable the Authenticator App method, click the Configure button and follow the instructions. (The email method will always be enabled as a backup)

  • Open your authenticator app
  • Scan the QR code
    • If you are unable to scan the QR code, you can enter the code manually after clicking the "Can't scan?" link.
  • Enter the code that is generated in the app into the box and click OK.

To disable two-step verification, you first have to disable the Authenticator App method before you can disable the Email method. (Note that if two-step verification is required by your administrator, you will not be able to disable it.)

  • Click the Disable Method button next to the Authenticator App method.
  • Enter the code that is generated in the app into the box and click OK.

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