Table of Contents
General
Found to the bottom left of the system, this allows a user to adjust their profile information, such as name, password, title, etc.
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The release version of ReferOn and Guides are also shown in this section. As the product develops check out all Release Notes and Knowledge Base. |
Account Settings
Click the avatar of the user, then Account Settings.
Change Email and Password
Navigate to sign-in method. You may also turn in / off Two Factor Authentication here.
Personal Access Token
We have now have a function that allows easier integration with third party tools and scripts - Personal access token. This can be found via Profile - Account Settings - PAT
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Please note you must have 2FA enabled to use this function. |
Add in the respective fields and copy the api link once created.
Company Settings
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Section available only for Master/Company login. |
This allows the user to update company information, such as Company name, geo as well as adding in payment methods.
How to Logout?
Click the avatar of the user. Logout.
