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User Account Feature Documentation

C
Written by Christine Goh
Updated over 2 weeks ago

Overview of the Feature

The User Account feature allows any user (including Scan Only role) to access and manage their personal account information and security settings.
There are no role restrictions — all roles can access and manage their own User Account.
All account management functionality is the same in both Web and Mobile versions. The only difference is how to access the User Account section.


How to Access User Account – Web Version

  1. Click on the Workspace Name in the top navigation bar.

  2. A dropdown menu will appear.

  3. At the top of the dropdown, click on:

    • Workspace Name or

    • Email address

  1. Click the red arrow icon to open User Account.


How to Access User Account – Mobile Version

  1. Open the Menu.

  2. At the very top of the menu, tap on the Workspace Name.

  3. The user will be redirected to User Account.


All other functionality (editing personal details, email verification status, MFA management, password change, and time format settings) works the same way in both Web and Mobile versions.
In the web version, users can:

  • View and edit personal details

  • See email verification status

  • Enable or disable Multi-Factor Authentication (MFA)

  • Change their password

  • Configure their preferred time format


Objectives of Feature

The User Account feature allows users to:

  • Manage their personal information.

  • Maintain account security (password & MFA).

  • Verify their email address.

  • Customise time format preferences.

  • Control their own authentication settings.


How to Use this Feature

How to Access User Account (Web Version)

  1. Click on the Workspace Name in the top navigation.

  2. A dropdown menu will appear.

  3. At the top of the dropdown, click again on:

    • Workspace Name or

    • Email address

  1. Click the red arrow icon to open User Account.


User Details

In the User Account window, users can view and edit:

  • First Name

  • Last Name

  • Email

Users will also see their email status:

  • Verified

  • Not Verified


Enable Multi-Factor Authentication (MFA)

Users can manage:

  • Enable MFA

  • Disable MFA

This increases account security by adding an additional verification step during login.


Change Your Password

When clicking Change your password, the user is redirected to the password update form.
The user must enter:

  • Current Password

  • New Password

  • Confirm New Password

If all fields are entered correctly:

  • The Update Password button becomes active.

  • The user can successfully update their password.

If the user forgot their password:

  • Click Forgot password?

  • Then select Reset my password.


Time Format

Users can select their preferred time format:

  • 12-hour format (AM/PM)

  • 24-hour format

After changing the time format:

  • The update is applied immediately.

  • Time format changes in features such as:

    • Bookings

    • Reminders

    • Other time-related modules

This setting applies within the workspace interface for the user.


Feature Settings

The following settings are available within User Account:

  • Edit personal details (First Name, Last Name, Email)

  • Enable/Disable Multi-Factor Authentication (MFA)

  • Change password

  • Time format selection (12h / 24h)

There are no role-based restrictions for accessing this feature.


Feature Notifications

The User Account feature does not generate system notifications.
However:

  • Email verification status is displayed inside the User Account.

  • Password reset flow is triggered via Forgot password → Reset my password process.

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