Log In

After accepting the email invite from the Tenant Admin, the user gets added to the Application. The user can log in using the credentials created in the following screen.

App Summary

After logging in to the Application, the user can see the App Summary screen.

Menu Items

The user can navigate to the following sections upon clicking on the required App on the App Summary screen:

• Presentations
• Tasks
• Datasets
• Forms
• Filesets
• Clusters
• Users
• Secure Vault
• Settings

Profile Management

View / Edit Profile

The user can modify the profile as required. To view/edit the profile, do the following:

1. Click on the Username at the top right corner of the screen.

2. Click on the View/Edit Profile option.

   

3. In the Profile Information screen that is displayed, the following modifications can be done:

Change Profile Picture

To change the profile picture, do the following in the View/Edit Profile tab of the Profile Information screen:

1. Click on the Edit icon in the bottom right corner of the profile picture.
2. In the Upload profile photo popup window, click on the Browse option to choose the picture from the system or drag and drop the required image into the popup.
3. Once upload is completed 100%, there will be a green tick mark representing the image is uploaded successfully.
4. Click on the SAVE button.

Change Profile Details

To edit the details in the Profile Information screen:

1. Click on the Edit icon.
2. Do the required changes.
3. Click on the SAVE button.

Change Password

To change the password, click on the Change Password tab of the Profile Information screen:

• Current Password
• New Password
• Confirm Password

Click on the SAVE button to save the changes.