When you view your user profile, you can update some basic settings and change your preferences for the account and CTC Admin screen you view when you launch the site, your default unit of measure, your time zone, whether grid pages save customizations, and other features. To do so, follow these steps:
- From any CTC Admin screen, in the banner, click the text of your username (or the user avatar icon), which looks like this:
These options will appear:
- Click My Profile.
The My Profile dialog box will appear.
Note: To change your startup screen or other viewing settings, you can skip down to the section "Changing Your Preferences" (and step 7).
Changing Your User Details
- To change your username, select the text in the Username field and type the new one.
Note: You may not have rights to change your username (even if the field isn't grayed out), depending on your user role. If you don't, an error will appear when you click Done. - To change your email, select the current one in the Email Address field and type your new address.
- To change your first or last name, select the text in the First Name or Last Name field and type your new name.
- To change your password, follow the steps in Changing Your Password When Logged In.
Note: You won't be able to change the settings in the Application area (Application and Role, which are the applications you have permissions to use, and your user role, which determines the screens you can view and modify). If you need these to be updated, contact your organization's CTC Admin administrator.
Changing Your Preferences
- Scroll down to the Preferences section of the My Profile dialog box.
- If your assigned account has subaccounts and you'd prefer to see one of those by default after logging in, you can click the Default Account drop-down arrow and select the subaccount's name.
Note: If you need to manage another account's devices altogether, you'll need to contact your organization's software administrator and request the account assignment.
If you have previously changed your starting account and want to return to your assigned account, you can click Reset to Default (Assigned Account Name).
- To change the screen that launches when you first log in (which by default is the Dashboard), click the Default Landing Page drop-down arrow and select your preferred startup screen.
As with the Default Account setting, if you have changed your landing screen in the past and now want to launch the Dashboard on login, you can click Reset to Default (Dashboard).
- To change the measurement standard used for your devices and assets, click the Units of Measure drop-down arrow and select US, Metric, or UK.
Note: The Use Account Default option will use whatever standard was set for the account you are viewing when it was created. - You can change your time zone by clicking the Time Zone drop-down arrow and selecting the time zone you would like to use. (You may need to scroll down to find yours.)
Note: As with the Unit of Measure setting, the Use Account Default Time Zone option will use whatever standard was set for the account you are viewing when it was created. - To have CTC Admin save the changes you make to all the grid screens (such as displaying additional columns and in a different order — see Customizing Displayed Columns for details), select the Automatically Save Grid Changes toggle. ( means selected, and deselected.)
Note: If you leave Automatically Save Grid Changes deselected, you can still save customizations you make to grid pages — but just for one page at a time, as shown in Saving Grid Changes for an Individual Screen. - You can add your phone number by clicking Add to the right of Contact Info and filling in the fields that appear.
Note: To remove your contact information, click in its row. - To enter your home address, click Add to the right of Address and fill in the fields that appear.
Note: You can remove your address by clicking Delete in the Address area. - Click Done.
A success message will appear and disappear after a few seconds (or you can click OK to dismiss it).
Note: If you've changed your username, when you interact with the site again, you'll be prompted to log back in (with a "Your Session Has Expired" message).