My Profile
Manage personal details, profile picture, e-mail address and verification, date synchronisation, two-factor authentication and password change.
On the My Profile page, logged-in users manage their personal account settings. Here you can adjust your name and display language, set a profile picture, enter and verify your e-mail address, define the behaviour of the date selection, set up two-factor authentication and change your own password. Every user can only view and edit their own profile.
1. Navigation
The My Profile page can be reached via the user menu (click on your own name or profile picture in the top right of the application).
The user menu contains the following entries:
| Entry | Function |
|---|---|
| My Profile | Opens this profile page |
| Support | Opens the Xplanis service portal |
| Documentation | Opens this documentation |
| E-Learning | Opens the e-learning pages in a new browser tab |
| Logout | Logs you out of the application |
An e-mail address in the profile is required to use the e-learning pages. If no e-mail address is stored, the Email required dialog appears instead of the e-learning pages. My Profile takes you directly to the profile page so you can enter an e-mail address (see Section 4); Cancel closes the dialog.
Note: If two-factor authentication is enforced by the administration and has not yet been set up, the profile page opens automatically upon logging in. In this case, the personal details are initially hidden until two-factor authentication has been configured.
2. Personal Details
In the upper area of the page, the user's personal master data is displayed and can be edited.
| Field | Description |
|---|---|
| First name | First name of the user (maximum 20 characters) |
| Last name | Last name of the user (maximum 20 characters) |
| Language | Display language of the user interface (required field) |
To adjust your details:
- Edit the desired fields.
- In the Language field, select the desired interface language.
- Apply the changes using the Save button (see Section 8).
Note: The Language field is a required field and must be filled in. After saving, the interface is displayed in the selected language.
3. Profile Picture
In the profile area, a personal profile picture (avatar) can be set.
Select or change picture
- Click on Select or Change.
- In the file selection dialog, choose an image file (common image formats are accepted).
- A preview of the selected picture is displayed directly.
- Apply the change using Save.
Delete picture
Use Delete to remove the current profile picture. After saving, no personal picture is displayed anymore.
Enlarge picture (zoom)
By clicking on the picture, an enlarged preview can be opened in a separate window. This allows you to view the stored picture at full size.
4. E-mail Address and Verification
The stored e-mail address is used, among other things, for notifications and for e-mail-based two-factor authentication.
Enter or change the e-mail address
- Enter the desired e-mail address in the corresponding field.
- Apply the change using Save.
After saving, the new e-mail address applies immediately, without you having to log in again (e.g. for access to the e-learning pages).
Note: As soon as the e-mail address is changed, it is considered no longer verified and must be confirmed again.
Verification status
Next to the e-mail field, an icon shows the current verification status:
| Icon | Meaning |
|---|---|
| Green check mark | The e-mail address is verified |
| Yellow warning triangle | The e-mail address is not yet verified |
Resend verification e-mail
If the address is not yet verified:
- Click on the status icon next to the e-mail field.
- Confirm the security prompt.
- A verification e-mail is sent to the stored address.
The e-mail contains a confirmation link. By opening this link, the e-mail address is marked as verified; the status then changes to the green check mark.
5. Date Synchronisation
Using date synchronisation, you define how the date selection behaves when switching between different pages of the application. The selection is made using radio buttons; for each option, a short explanation is available as a tooltip via the question mark icon.
| Option | Behaviour |
|---|---|
| Classic | The selected date is synchronised globally across all pages. A date change on one page affects all other pages. |
| Per page | Each page remembers its own date selection. Changes on one page have no effect on other pages. |
| No synchronisation | The date selection is not carried over between pages. |
Select the desired option and apply the setting using Save.
6. Two-Factor Authentication
With two-factor authentication (2FA), logging in is secured by an additional confirmation step. The setting is made via a selection with several methods.
Available methods
| Method | Description |
|---|---|
| None | No two-factor authentication is used. |
| When logging in, a confirmation code is sent to the stored e-mail address. | |
| Token App | A time-based one-time code is generated via an authenticator app (e.g. on the smartphone). |
Set up the e-mail method
- Select the Email method.
- Save.
Note: The e-mail method can only be activated if the stored e-mail address is already verified (see Section 4).
Set up Token App
- Select the Token App method.
- Click Save.
The profile page shows the message "Two-factor authentication will be set up the next time you log in." The authenticator app (QR code or key and confirmation code) is not set up in My Profile but at the next login (see Two-Factor Authentication (2FA)).
Notes
Note: If two-factor authentication is enforced by the administration, the None option is not available. In this case, one of the available methods must be set up.
7. Change Password
The password can be changed via a dedicated input form.
-
Click on Change Password.
-
Fill in the following fields in the form:
Field Description Old password The currently valid password New password The desired new password Repeat new password Re-entry for confirmation -
Click on Save.
The old password is checked for security. If the two entries of the new password match and the old password is correct, the password is changed. You then remain logged in.
Note: If a password change is enforced (e.g. after an initial login or due to an administrative requirement), returning to the profile page is only possible after a successful change.
8. Save Profile
All changes on the profile page – with the exception of the separate password change – are applied using the Save button.
- Make the desired changes in the various areas.
- Click on Save.
After saving, a confirmation message appears. Depending on the change made, the following applies:
- When changing the two-factor method, you remain logged in; a new Token App method is set up at the next login (see Section 6).
- When changing the e-mail address, the verification status is reset (see Section 4).
- In all other cases, the page is reloaded with the updated details.
Note: If errors occur when saving (e.g. missing required details or an e-mail address not yet verified with the Email method), a corresponding error message is displayed and the changes are not applied.