Account Header
Account header
Section titled “Account header”At the top of the dashboard, you will see your profile block that summarizes account details:
- Company Name – the organization associated with your account.
- Full Name – your registered display name.
- Email – your contact email address.
- Role – defines your access level (for example, Customer).
- Status – indicates if your account is Active.
- Created / Updated – record creation and last update timestamps.
To the right of the header, you will find the gear icon (⚙) that opens additional account management options:
- View Account Summary – opens the User Account Summary window. From there, you can review your account’s welcome message and send the summary to a specific email address. This feature is useful for providing quick onboarding information to users.
- Edit Details – opens the User Account Details page where you can update personal information such as your name or email address.
- Change Password – allows you to securely change your login password.
Table of Contents — Widgets
