Change Account Settings on Profile Page
On your profile page, you can edit your account details and settings, manage the notifications you receive, and change your password.
To navigate to your profile page, click the Profile (
) icon in the topbar, then select "Profile" in the dropdown menu.
Uneditable Profile Details
You cannot update your account's email address, user role, or permissions from your profile page. If you need to change these, reach out to your System Administrator for assistance.
Update your Account Information
You can review and edit your account information on your profile page on the Details tab. We have included screenshots from a sample Case IQ application in this article, so you may see more fields on your profile depending on your application's configuration. To edit your account information, click the Edit button on your profile page.
Your profile page will now be in edit mode. Use the text boxes, picklists, radio buttons, and other data input options to update your account information. After making changes to your profile, click the Save button.
You can edit the following standard Case IQ account information. Your profile may contain additional fields, which have been configured for your application.
- Phone Number: your account's phone number to which the system will send SMS notifications if your application is configured to send messages by phone.
- Language: the language in which the Case IQ interface will be displayed for your account.
- Theme: user interface design options, created by your System Administrator.
- Case Capture Redirect Option: the page that will load after you enter a new case (see details on each option in the Case Capture Redirect section below).
- User Default Grid Row Counter: the default number of records to show on each grid page (see Grids for more).
- Signature: create a custom email signature to use when you send an email from the application (see how in the Signature section).
Time Zone
Case IQ saves date and time field values, such as a record's “Created Date” and “Last Updated Date” fields, in your application server’s time zone but displays them in your time zone, based on your browser's settings. Your browser will use your current location to determine your time zone. Check your browser's settings to change the time zone you see in Case IQ. Generally, your application’s server uses Coordinated Universal Time (UTC).
Case Capture Redirect
The Case Capture Redirect option allows you to choose where the system will navigate you to after creating a new case. The default option for user accounts is generally set by your System Administrator. You can select either of the following options in your profile:
- “Route to the Case”: after submitting a new case, your browser will load the page for the newly created case, so you can interact with the case record immediately (see A Case's Page). This option is ideal if you want to continue working on cases right away.
- “Route to the Cases grid”: your browser will open the Cases grid after adding a case, which summarizes all cases in the application (see Cases Grid Page). This option is recommended for users who handle case intake or work on multiple cases simultaneously.
Signature
If you regularly send emails from Case IQ, you can create an email signature template to add to the end of emails (see Send an Email in Case IQ). You can either manually enter a signature or generate it automatically. Case IQ only supports text in signatures, not images. To create an email signature for your account:
1. Click the Edit button on your profile page.
2. The "Signature" text box will now be editable. If you already have an email signature, you can now manually enter it in the "Signature" text box.
Alternatively, you can click the Create Signature button to quickly generate a signature. Your account's “First Name”, “Last Name”, and “Email Address” will be loaded into the “Signature” text box. In the following screenshot, we generated a signature for a sample account, named Julia Murillo:
3. When you have created your signature using either method, click the Save button.
Change your Notification Preferences
Case IQ will notify you by email and in your account inbox when something happens in your application. For example, you will be notified if your case is reassigned or colleagues are added to its investigative team. You can control which notifications you receive from Case IQ on your profile page.
Locked Notifications
Some notifications have been locked by your system administrator and cannot be edited.
To edit your notification preferences:
1. Navigate to your profile page by clicking the Profile () icon in the topbar, then selecting "Profile" in the dropdown menu.
2. Click the "Notifications" tab on your profile page.
3. You will now see all the notification types Case IQ can send you.
- Check the box beside a notification type to receive it the next time that action occurs. For example, if you check "Email attached to case has been replied to", you will receive a notification the next time someone replies to an email that you sent from Case IQ.
- Uncheck the box to stop receiving this type of notification.
Your preferences are automatically saved when you click a checkbox. You will not be able to toggle notifications that have been locked by your system administrator.
Change your Password
Not Applicable for Single Sign On
If you use Single Sign On to log in to Case IQ, you cannot change your password in Case IQ. You must change your password in your organization's identity provider.
You can change your password from your Case IQ account using the following steps:
1. Click the Profile () icon in the topbar. Then, select "Profile" in the dropdown menu.
2. Click the "Security" tab on your profile page.
3. On the Security tab, enter your existing password into the “Enter Your Old Password” text box. If you forgot your password, see the Reset Password article instead.
If this is your first time logging in to Case IQ, use the temporary password you received in the "New Password" email from Case IQ. See an example "New Password" email in the screenshot below.
4. Type a new password into the “Password” text box. Make sure to follow the password requirements below the text box. You will see a green checkmark appear beside each requirement once your password meets the criteria.
5. Retype your new password in the “Confirm Your New Password” text box.
6. Click the Change Password button.
Password Expiration
You must change your password every 90 days. Case IQ will send an email reminder to change your password 5 days before it expires.