Account Information
The account side panel is your gateway to managing all aspects of your account with ease and efficiency. It provides all tools necessary to empower you to control your profile settings, preferences, and interactions within the platform.
To access your account details, click on your account icon in the top right of the screen:
Personal information
The personal information panel is a section dedicated to your personal details. It serves as a place where you can keep your information up to date for the reference of other users using the platform. Your information in this panel can be seen by other users within the ecosystem in People Search components.
You can manually edit the Full Name, Email and Phone Number fields by clicking on them and then typing in new data. Keep in mind that the Phone Number field only takes number inputs. The country code can be changed by clicking on it and selecting a new one from the options provided. Once you are happy with the changes, clicking Save Changes saves them as your new information.
Company details
The company details panel is a section dedicated to your company’s details. The panel serves as a place to view current information about your company including its name, address and registration number.
You can manually edit all the fields by clicking on them and then typing in new data. Once you are happy with the changes, clicking Save Changes saves them as your new information.
Ecosystem details
The ecosystem details panel is a section dedicated to details about your ecosystem. It is a place where the ecosystem creator can edit basic details about the ecosystem itself, the effects of which can be seen by all users of the ecosystem. This panel is also a place where you can conduct ecosystem wide permissions control.
Overview
The overview tab contains the basic details of your ecosystem. You can change these details to change the general appearance of the ecosystem for all users within that ecosystem.
Once an ecosystem is created, its name is permanent and hence can’t be changed within the overview panel. To change your ecosystem’s primary color, click on the color, and select your desired colour from the options desired:
Additionally, if the color you want isn’t in the options provided, you can enter the hex code for it at the bottom of the color popup. To change your ecosystem’s logo, click on the Upload button next to Logo. Doing so opens up your file explorer/finder. From here select the image you want to set as the ecosystem logo and click open. Once you’re happy with the changes, clicking Save Changes saves them and updates your ecosystem’s appearance immediately.
Orchestrators
The orchestrators tab lets you view all current ecosystem orchestrators and appoint new ones.
To appoint a new ecosystem orchestrator, click on the textbox and enter the user’s email address. If they are a registered user within your ecosystem, their name and icon shows up in the dropdown from which you click on it to select them:
If they are not a registered user, the dropdown shows the option to add them and invite them:
Once you have selected a user, clicking the Invite button notifies that user via email and immediately add them to the list of ecosystem orchestrators.
Click here for more information about what ecosystem orchestrators are and what they can do.
Plans
The plans tab lets you view all current company plans and assign new ones.
To asign a new company plan, click on the textbox and enter the user’s email address. If they are a registered user within your ecosystem, their name and icon shows up in the dropdown from which you click on it to select them:
If they are not a registered user, the dropdown shows the option to add them and invite them:
Once you have selected a user, clicking the Invite button notifies that user via email and immediately add them to the list of company plans.
Click here for more information about what company plans are and what they do.
Security
The security panel is a section dedicated to keeping your account and information safe. In this panel you can change your password, and generate or reset your API key.
Password
In the password tab, you can change your password from within your ecosystem. To do so, type in your current password and your desired new password in the appropriate text input boxes and click Save Changes to immediately change your password.
API Keys
In the API keys tab, you can view your user ID, and generate and reset your API key to allow you authenticate access to the Rise-X EOP API.
To generate your API key, click on the Generate API Key button. Upon clicking, you will be shown your key in a popup, with the option to copy the API key. Keep in mind that if you lose this key, you will have to generate a new one to use the API again.
Settings
The settings panel is a section dedicated to client side ecosystem settings. Changing these alters your ecosystem experience without affecting any other user. The theme can be changed between Dark and Light, which changes the colour scheme of your ecosystem:
The time zone affects what times are shown in date pickers as well as other features. Upon making changes, clicking the Save Changes button confirms them as your new ecosystem settings.