Account Profile

Account Menu & Profile Options

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

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:

• 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