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Account Profile

Account Menu & Profile Options

Access user-specific settings and account information through the account menu.User Profile.png


Accessing Account Menu

Location: Bottom-left corner of sidebar

Steps:

  1. Look for your name at bottom of left sidebar

  2. Click on your name

  3. Pop-up menu appears


User Information Display

The top section of the menu displays your account details:

Information Shown:

user-profile-2.png

  • Name: Your full name

  • Email: Your registered email address

  • Organization: Your assigned organization

Purpose:

  • Quick reference to confirm logged-in account

  • Verify organization context

  • Check account details without navigating away


Available Actions

Profile (Person Icon 👤)

Action: Click Profile option

Result:

  • Navigates to Profile page

  • Displays basic details, including: Username

  • Displays Password section (used to change the password):

Password Change Fields:

  • Current Password

  • New Password

  • Confirm New Password

Conditions:

  • The current password must be correct.

  • The new password and the confirm password must match.

  • Password input rules are the same as the account setup and recovery password rules.

Results:

  • The password is successfully changed.

  • The user is redirected to the login page.

  • The user must log in using the new password.

Use Cases:

  • Verify account information

  • Change password.


Logout (Exit Icon 🚪)

Action: Click Logout option

Result:

  1. Immediately logs you out of Atra RMS

  2. Session terminated securely

  3. Redirected to login page

  4. Must re-enter credentials to access again