Skip to content

User Settings

The User Settings page allows logged-in users to manage their personal profile information, including their login credentials, contact details, and password.

Accessing the User Settings Page

To access your User Settings page:

  1. Log in to the application.
  2. Navigate to the "User Settings" page, typically found in the sidebar or user menu.

This page is accessible to users with 'owner', 'admin', or 'agent' roles for managing their own account settings.

Managing Your Profile

Upon accessing the User Settings page, your current profile information will be displayed, and you can edit it directly. Your current login name will be shown as a subheader on the page.

Editing Your Profile Details

The page presents a form where you can update your personal information:

  1. The form includes the following fields, pre-populated with your current details:

    • Login: Your username for the system.
    • First Name: Your first name.
    • Last Name: Your last name.
    • Phone: Your contact phone number.
    • Email: Your email address.
  2. Modify any of these fields as required.

  3. To save your changes:

    • Click the "Save Changes" button.
    • If the update is successful, a "User updated successfully!" message will appear.
    • If an error occurs during the update, an error message detailing the issue will be displayed.
  4. To discard any changes made in the form without saving:

    • Click the "Cancel" button. This will refresh the page, reverting to your previously saved information.

Changing Your Password

You can change your password directly from the User Settings page.

  1. In the profile editing form, click the "Reset Password" button.
  2. This will reveal fields for password modification:

    • New Password: Enter your desired new password. This field will be masked for security.
    • Confirm Password: Re-enter your new password to confirm. This field will also be masked.
  3. Click the "Update Password" button (this button appears specifically for the password reset action).

  4. Outcome of password change:

    • If the "New Password" and "Confirm Password" entries match, your password will be updated, and a "Password updated successfully!" message will be displayed.
    • If the passwords do not match, an error message "Passwords do not match!" will be shown.
    • If any other error occurs during the password update process (e.g., a database issue), a relevant error message will be displayed.

Important Notes

  • Ensure your new password is secure and meets any complexity requirements if applicable (though not explicitly stated, this is good practice).
  • The system uses SHA256 hashing to store passwords securely.
  • If you encounter any persistent errors, please contact system support.