C H A T P O I N T

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User account maintenance

For any user type

  1. Login by user.
  2. Click the user’s photo icon at the top left menu bar.
  3. Then pop up the user account info screen.
  4. Change user photo
    Click the  on the user account info screen and select a photo from the file source.
  5. Change password
    Click the [CHANGE PASSWORD] on the user account info screen, and change the login password.

For user type of (Business Owner, Admin)

  1. Login by user of Business Owner or Admin.
  2. At the top left menu bar, click ‘Administrative Settings‘ icon, then select user administration icon.
  3. Click the selected user, and turn into the [User Detail] screen of the selected user.
  4. Update the [User Details] menu:
    • Login Name (Cannot be updated)
    • SET PASSWORD (Mandatory)
    • User Name (Mandatory, for display)
    • Email Address (Mandatory)
    • Internal Reference (Optional)
    • User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can assign an existing user to also be a Business Owner type.]
    • Active (Mandatory, to activate the selected user)
    • Save (Mandatory)
  5. Change user photo
    Click the  on the user account info screen and select a photo from the file source.
  6. Change password
    Click the [CHANGE PASSWORD] on the user account info screen, and change the login password.
  7. Click [SAVE] to accept the update.

For any user type

  1. Login by user.
  2. Go the System Setting master menu.
  3.  Then tap the , then popup the [Settings] menu.
      
  4. Change password
    On the [Settings] menu, tap the item [Account], then popup a user account detail screen on which you can tap the [Change Password] to change the password.
  5. Change user photo
    Tap the photo on the user account information screen and select a photo from the file source.

For user type of (Business Owner, Admin)

[Note: Admin user cannot manage Business Owner]

  1. Login by user of Business Owner or Admin.
  2. Go the System Setting master menu. Then tap the  selection, then popup a list of users.
  3. Tap the selected user on the user list, then turn into the account maintenance screen of the user.
  4. Update the information, except Login Name of the selected user:
    • SET PASSWORD
    • User Name
    • Email Address
    • Internal Reference
    • User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can assign an existing user to also be a Business Owner type.]
    • Active (Mandatory, to activate the selected user)
  5. Click [SAVE] to accept the update.