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User Settings

This details the Account Settings pop-up, which allows users to view their account information and reset their password within the portal.


Accessing Account Settings:

  1. Click on the "Settings" icon (gear icon) located in the top right corner of the screen.

  2. The "Settings" pop-up window will appear.

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Account Settings Pop-up Window:

  • Title: The window is labeled "Settings."

  • Tabs: The window contains two tabs:

    • Account: Displays the user's account information.

    • Reset Password: Allows the user to change their account password.

Account Tab:

  • User Name: Displays the user's full name. (e.g., "Rodrigo Erlich")

  • Account Email Address: Displays the user's registered email address. (e.g., "mitch+[email address removed]")

    Reset Password Tab:

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    • Current Password: A text input field where the user enters their current password.

    • New Password: A text input field where the user enters their desired new password.

    • Confirm Password: A text input field where the user re-enters their new password to confirm it.

    • Save Button: A button labeled "Save" to apply the password change.

    • Close Button: A button labeled "Close" to exit the settings window without saving changes.

    General Pop-up Elements (Present on Both Tabs):

    • Logout Button: A button labeled "Logout" in the top right corner of the window, allowing the user to log out of the portal.

    • Close Button: A button labeled "Close" at the bottom of the window, allowing the user to exit the settings without saving changes.

    Functionality:

    • Account Tab: Provides a read-only view of the user's account information.

    • Reset Password Tab: Enables the user to change their account password by entering their current password, a new password, and confirming the new password. The "Save" button applies the changes, while the "Close" button discards them.

    • Logout: The "Logout" button logs the user out of the portal.

    • Close: The "Close" button closes the Account Settings pop-up window without saving any changes (on either tab).

Videos

Credentialing with Certify

Introduction to Certify Credentialing Solutions

Certify: The Future of Provider Data Management

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