Managing Account Settings

Budget Managers can view and manage the profile information or login settings with the user menu's Manage your Account feature. This feature empowers budget managers to perform some basic yet essential account management activities that make the account more personalized and secure, thus, reducing the dependency on admins.

Budget managers can do the following activities from the account management page: 

• Change profile picture
• Change profile name 
• Change profile password
• Change the secret question 
• Set or update two-step verification settings

In Practice: Access Account Management Options

1. Login to your Planful account.
2. Click on your profile icon in the top-right corner of the screen that displays the user menu.
3. Click Manage your Account to access the profile or login settings options.

Change Profile Picture

The Manage your Account page displays your profile icon along with a small camera icon. To update the profile picture, do the following:

Click on the camera icon and browse images in your system.

• Select an appropriate image.
• Adjust the selected image and align it as per the focus circle. The slider helps you zoom in and zoom out the image.
• Once you set the alignment, click Set Profile Picture.

Change Profile Name

The Manage your Account page displays your profile name and an Edit option to change it. To change the profile name, click the Edit option and provide the new name in the respective First Name and Last Name fields. Click Save to change the profile name.

Change Profile Password

From the Manage your Account page, click the Edit option provided next to Change Password to manage the profile password. Provide the current and new passwords in their respective fields complying with the application's password policy, and click Save to change the password. 

Following are some points to remember while setting up a password:

• Use 8-20 characters
• Use a mix of upper and lowercase letters and at least one special character other than less than, equal than, back slash, forward slash, and left and right brackets.
• Do not use your user ID, user name, or name of your company.

Change the Secret Question

From the Manage your Account page, click the Edit option provided next to Change Secret Question to update the secret question that you set previously. The secret question helps the application verify the authenticity of account owners when they forget their accounts password. 

Select the required question from the list and provide your answer to the selected question. Do not share this question and answer with anyone, as it can compromise the security of your account. Click Save to update the secret question.

Set Two-Step Verification

The Two-Step Verification process adds an extra layer of security to the application when you try to login to it. By default, this option is disabled while creating the account. If you want to activate two-step verification for the account, enable the toggle next to Two-Step Verification in the Manage Your Account page. 

After enabling this feature, you have to select any one of the channels so that the application can use it to implement two-step verification. Click the Edit option available near Two-Step Verification and select any one of the following verification channels:

• Email - A one-time password (OTP) is sent to the registered email ID when you try to log in to the application. Use that OTP to authenticate yourself while logging in. This option is selected by default when you enable Two-Step Verification.
• Email and SMS - An OTP is sent to the registered email ID and mobile number when you try to log in to the application. Use that OTP to authenticate yourself while logging in. If your mobile number is not registered, you have to register your mobile number before saving this configuration.
• Authenticator App: If you select this option, you have to configure an Authenticator App and use the unique code that the app provides to log in to the application.
  Authenticator apps are mobile applications to generate time-based one-time passwords. A few of the authenticator apps include Google Authenticator, Microsoft Authenticator, and so on. When setting up the two-step verification with an authenticator app, you will link your account to the app by scanning a QR code or manually entering a provided code. The app then generates a unique verification code that refreshes every few seconds. During login, you need to open the authenticator app on your smartphone or device, retrieve the current code, and enter it on the login page. 

Let's see how you need to enable the Two-step verification using the Google Authenticator app, which you have already installed on your device. Now, open the application, enter the code, and click Verify.

You can also scan the QR code. Scan the QR code using your application and a code is generated. Retrieve the code and click Verify.