How to use the My Details page to update settings

The personal settings and contact information (including your password) can all be accessed and reset in one central location within the Admin Console. This area is called the My Details page.

Accessing the My Details page

To access the My Details page, choose Home > My Details.

The My Details page is essentially an online form with fields that enable you to edit your personal information and preferences. Using this area, you can change which landing page appears when you log into the Admin Console. You can also change the password you use to login.

As with all areas of the Admin Console, be sure to scroll down to the bottom and click Save to retain the changes that you make to any of the fields. If you do not click Save (or close the browser window before doing so) the changes will be lost.

The interface is separated into two sections: Update your personal details and Change password.

Starting from the top of the page, the options and settings are described below:

Updating the First and Last Name fields

If you have recently changed your name (due to marriage or other reasons) you can update the First Name and Last Name fields to reflect your new name in the system. This is important for billing, if your credit card information is on file.

 

 Updating the Email Address field

It is critical that you enter a valid email address in the field, in order to receive messages sent by the system. Workflow notifications, system alerts and weekly reports will all be sent to this address, so double-check that the email address is spelled correctly to route system messages to your Inbox. 

 

Updating the Cell Number field

Web Forms can be configured with workflows to send you text messages (SMS) whenever a form is submitted. For this reason, it is best to enter a valid cell phone number (rather than a landline) if available. Enter the number in the following format:

Plus (+) sign, the country code, the number 1, the area code, and then the seven digit phone number.

 

Updating the Default Site menu

If you have set up multiple sites in this system, you can set the default site. The site that you specify is the one you'll use to log in and edit this user account. You can also enable email services for users (which are applied to their default site). If you only have one site, it will be selected by default.

Updating the Landing Page list

Select the desired landing page from the list of pages that are displayed. The page you select will be the first page that appears when you log into the Administration area. The default setting is the Home Page (which displays the Dashboard and submenu items to access webmail and change your password in the My Details page).

Enabling and disabling the Weekly Report checkbox

By default, you'll receive a weekly email message that provides an overview of the site's usage for the previous week. This email is only available in HTML format.

If you do not wish to recieve the weekly report for this site, uncheck this option.

Changing the password you use to access the Admin Console

When you create a new trial site, you create the password that you'll use to log in. However, you can change this password at any time. This is also true if someone else created the trial site and then created a user account for you. They may recommend that you update the initial password that they created, to a more secure password that is easier for you to remember.

At any time, you can enter your existing password, then enter the new password twice (to confirm it).

Be sure to click Save after making any changes to the settings in the My Details page.

To learn more about changing your password, see Changing your password to access the Admin Console and email messages