Account profile page

This page provides information about the user account including:

• Editable personal details.
• List of group memberships and options to add user to another group.
• Displays the security tokens and essential security information about a member.

Personal details

At the top is the member’s account avatar, and to the right, a flag indicating the status of their account.

Possible flag values:

Editable details fields for the member are:

• First name and Surname – the full name of the user as displayed to other users in the user interface and email notifications.
• Email – the email required if no username is provided. The email is necessary to allow users to reset their password or activate their account by themselves.
• Username – the username is optional. If left empty, the email address is used to sign in.
• Email attachments – the drop-down menu to select whether comment notifications received by email include attachments or only links to PageSeeder.

On the right, are buttons:

• Set on vacation – if not on vacation.
• Set password – if the user hasn’t set their password yet.
• Update password – to change the password.
• Create personal group – if personal group doesn’t exist.
• Reset password – to send the reset password link email.
• Send activation link – if account not activated.
• Delete member – deletes member from the whole server, but their comments and edits are preserved.

Click Save to save changes.

Group memberships

Invitations

A list of groups and projects the member has been invited to join but has not responded to yet.

Group information shown:

• Group/project name – the name of the group (after icon) or project (after icon).
• Description – a short description of the group defined by a manager of that group.
• Notification – member’s notification settings for that group, that the user can change when responding to the invitation.
• Role – member’s role in that group – the user cannot change their role in the group.
• Invited – time elapsed since member invited.

To invite a member, type a group or project name in the Invite to a group or project field. A drop-down list of groups and projects displays. Click a group or project name to select, then click the Invite button. The member now receives an invitation email and can decide if they accept or decline. However, an administrator can do this on their behalf as follows:

• To accept invitation – click the Accept button.
• To decline invitation – click icon, then click Decline option.

If member is already a member of the group, a message displays: “Unable to invite member to the group: The member already belongs to the group.”

Memberships

Once accepted, the member’s group details display under Memberships.

Group information shown:

• Group/project name – group.
• Description – a short description of the group.
• Notification – member’s notification settings.
• Role – member’s role.
• Added – time elapsed since member added.

Options that can be performed on individual memberships are the following:

• Edit – click the Edit button to display the edit membership dialog.
• Remove – click the icon, then click the remove option and confirm removing the member from the group.
• Delete – click the icon, then click the delete option. This option removes the user from a single group. When removed, a message displays at the top of their list of memberships: “The member has been removed from the group.”

Edit membership dialog

This dialog is used to edit a member role, notifications, or email display option.

The Group name and Group description and the time elapsed since the membership was created display.

• Change member role – in the Role field, click the icon and select a role from the drop-down.
• Change member notifications – in the Notification field, click the icon and select an option from the drop-down.

Clear the checkbox to display email address if you don’t want to display the member’s email address to other group members.

If the group defines custom membership details, they are also displayed.

Click the Save button to confirm the changes.

Add a member to another group or project

To directly add the member to another group or project, type a group or project name in the Add to another group or project field. A drop-down list of groups and projects displays – click a group or project name to select.

The Role and Notification options can be set for the member using the drop-down menu for each field. Click the Add button.

The member is sent a Welcome email. Clear the checkbox if a welcome email isn’t needed.

Security

Information about a member’s account security is displayed.

Tokens

Details of a members security tokens are displayed.

• Type – the type of the token.
• Issue date – the date the token was created.
• Expiry date – the date the system no longer accepts the token.
• Description/application – a description of the token, the browser for “remember me” tokens, or the name of the third-party app registered in OAuth.

Administrators can revoke their own tokens on their Account profile page by clicking the red icon on the right. Only a member themselves can revoke their own tokens from the security settings and password page.