Managing your user profile and account settings

Every user, admin, agent and owner has a profile in your Helprace with their own personal details. In this article we're going to talk about the different ways your users can join your Helprace portal, how they can set up their profiles and how you can set up your own profile.

Ways users can join your Helprace Portal

Here are some ways your users can join:

  • Sign up

    Click Login and Sign Up. This prompts you for your email and password.


  • Send an email 

    When you send an email to a Helprace-serviced address (ie. support@company.helprace.com), that email can be used to log in to the portal at http://company.helprace.com.
    Clicking "forgot password" sends a password reset link to that email.

  • Log in using your social media accounts

    Authenticate yourself using your social media accounts without having to register.
    Helprace allows you to log in using your Facebook, Twitter and Google+ accounts.

  • Be invited by the Owner, Admin or Agent using the Helprace admin panel.

    A staff member can invite another user using their email address. At that point, the invitee will receive an email with a confirmation link with further instructions.

    Role & Description Can add / block / edit

       Owner
       Holder of your Helprace account

       Owners
       Admins
       Agents
       Users

       Admin
       Manages your Helprace account

       Agents
       Users

       Agent
       Your customer support staff

       Users

       User
       Your customer or site visitor

     

    To find out more information, read about Adding users, admins, agents to your Helprace.

Accessing your account

As a user:

Click on your name on the upper-right corner of the User Portal, and that will take you to your profile page.

As a staff member:

If you're in the admin panel, you click on your avatar and then on your name. If you're in the User Portal, you can do the above step to get to your profile page.

Editing profile information (top)

Once you're in your personal account, you can make changes to your:

  • Name
  • Job title
  • Organization name
  • Organization website
  • Avatar
  • Time Zone

You can also change your password and adjust the email notifications settings.



Avatar

You can add a photo to your profile from your computer (the image file must not be larger than 1MB). Alternatively, if you have a gravatar associated with your email address, your profile picture will already be set with that gravatar. To associate your email address with a photo, visit http://gravatar.com

Editing emails and notifications (top)

Control your email accounts and email preferences in Emails & Notifications.

Primary Email

This is the email you used to sign up to your Helprace account. By clicking on the ( x ) button, beside the email, you can disassociate that email with your account. All notifications from the community will be sent to your primary email.

Tip: You cannot delete your only email address. You can only do so after adding and verifying a secondary address.

Secondary Emails

If you'd like to add additional emails, you can do so here. You can make your secondary email addresses primary.

Tip: Upon adding and verifying a secondary address, you will be able to log in using both addresses, but your password will remain the same.

Email Notifications

As a user, you can set email notifications to keep track of:

  • New replies to topics that you posted, replied to or followed
  • Option to receive a "daily digest" instead of a notification for every single event

As a staff member, you can set email notifications for the above in addition to:

  • Every new topics created, and their subsequent status changes (e.g. if an Idea status was changed from Planned to Started)
  • Every new reply and comment to every topic
  • Option to receive a digest instead of a separate notifications for these events

Change Password

To change your password, simply type in your existing password, your new one and click Save.

External Accounts

If you log in to Helprace using your social media account (Facebook, Twitter or Google+), that account will appear in this list. The first name, last name and email address that your social media account is associated with will be applied to Helprace. You can remove this association by clicking on the ( x ) button.

Tip: If you already have a Helprace account, logging in with your social media account will cause it to show up in this list.

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