Profile

Basic information about an user.

User Profile

User profile can be referring to an information type in Inistate, to access it:

• Toggle User Profile in the top right hand side in a module's design view

• Go to the users tab and create profile for the selected user

User profile can also be referring to the actual profile of a user. This can be accessed by the users through the menu on both Web and Mobile, but it can only be accessed by admins and consultants through the users tab in Web.

The following information is available for both web and app:

• Display Name:

  • The name displayed to others in the workspace.

  • Stays consistent throughout workspaces.

  • Can be updated by the user and admins.

• Email:

  • Display email of an user, will not affect login after changing.

  • Can be updated by the user and admins.

• Phone Number:

  • Phone number of an user.

  • Can be updated by the user and admins.

The following information is only available on web:

• User Name:

  • The username used for login

  • Cannot be changed.

• First Name:

  • Will be displayed separately from last name and display name to others accessing your profile.

  • Can only be changed by the user.

• Last Name:

  • Will be displayed separately from first name and display name to others accessing your profile.

  • Can only be changed by the user.

• On Behalf:

  • A setting to perform activities on behalf of a certain user during a certain period.

  • To learn more about this feature: https://community.inistate.com/t/on-behalf-web/709

Comparison

Profile in Web

Profile in Web

Profile in Mobile

Password, Integration and Preferences mentioned below are currently only accessible through web.

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Password

Inistate also allows user to change their password in the application, this can be accessed through the password tab under account. Where users are required to fill in the following:

• Current password

• New password

• Confirm new password

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Integration

This tab under account is used to generate an API key for integration across apps.

Steps to Use API Key

Do not pass API key to any untrusted party. Generating new API key will void existing keys, existing integrations have to be replaced with new key.

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Preferences

Under preferences, there are two main categories:

Appearance:

• Light

• Dark

Colors:

• Default

• Client

• Studio

• Immersive

• Violet

There is also the choice to sync with system settings, where it automatically switch between light and dark themes when your system does.