You can update your profile image, username, email address, role and update or set up (if you are provisioned through Salesforce) your password and login preferences.

Article outline

  • Prerequisites

  • How to update your profile information and security settings

  • What information can I change on profile?

  • You might be also interested in

Prerequisites

  • Elements account

  • Elements account credentials

  • Picture of yourself

How to update your profile information and security settings

To do that, click on the avatar icon in the top-right icon menu and choose Profile:

This will take you to the profile page:

What information can I change on my profile?

  • First Name & Last Name: This is displayed when users see your profile.

  • Image/Avatar: This is an image (JPG, PNG, GIF) which cannot be larger than 1MB.

  • Email: This is your account username. You can change your email address to a new one, provided you are not a member of a Corporate Domain. After providing your new email address, a confirmation email will be sent to your old email address to approve the change.

  • Change password: Your password should be a minimum of 6 characters, including a CAPITAL letter and a number.

  • Role: This is the role you specified during registration. You can change it at any time. This information helps us better understand our users & send you more useful tips & information tailored to your role.

  • Password: If you were provisioned through Salesforce, then you do not have a password to access Elements outside the Salesforce managed package. Click on the setup password, and you will receive a system email that will allow you to set up your password. Otherwise, you can change your password at any time. 

  • Login preference: This specifies whether you want to use your Elements password or Salesforce account to login to the application. Customers who belong to a Corporate Domain may be forced to use the corporate identity provider when logging in. 

You might be also interested in

  • Register - Register the account and start a proof of concept or train your business analysis skill in your Playground Space

  • Login to Elements - You can now login to Elements and make a change for the better

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