User Profile

The following procedure describes how a user can view and edit their user profile settings.

  1. Find your user icon at the top right corner of the Delinea Platform interface. By default, the icon is a circle with the user’s first and last initials.

  2. Click the user icon to open the user profile card.

  3. Click Account Details. Your user page opens to the Account tab.

Account

The Account tab displays your profile image if you've chosen one, plus your Display name, Login name, Email, and Mobile phone.

To change your password, click Change Password.

  1. To edit your account information click Edit. You can edit your Display name, Login name, Email, and Mobile phone information, unless your organization controls them.

  2. To choose a head shot or other image for your profile, click Upload Image. The image will then be used for your user icon.

Preferences

The Preferences tab displays your editable preferences for the Interface, Email settings, and Launcher settings.

Email Settings

Under Email settings, you can choose what you want to be notified about, based on Secret events. Enabling these email notifications will apply to all Secrets that you have "View" permissions for, including all secrets in your personal folders and other secrets you created or manage. If you don’t receive email notifications you want to receive for a specific secret, ask your platform administrator to review your permissions for that secret.

Launcher Settings

Under Launcher settings, you can tailor settings to fit your workstation needs for all launchers you use.

Security tab

The Security tab displays the verification (log in) mechanisms you have configured as well as available optional mechanisms that you can optionally configure. To configure an optional mechanism, click the mechanism card.

Passcodes

The Passcodes tab enables you to strengthen your platform login security on the platform by manually enrolling your OATH tokens. The Delinea Platform supports any authenticator app that supports the OATH TOTP standard.

  1. Click Create Passcode. The Create passcode dialog opens.

  2. Complete the Issuer field
  3. Complete the Account name field.

  4. Enter the OATH parameters from your OATH application/provider.

Secret key, Key algorithm, OTP digits, and Period

The Secret key, Key algorithm, OTP digits, and Period data are specific to the OATH application being manually set up. Users typically scan a QR code in their app to complete these fields. Only an administrator doing a bulk setup would manually enter values in these fields.

Applications

The Applications tab presents you with options to download other Delinea applications.

Activity

The Activity tab displays all your platform activities and events, including log ins, log outs, security question set, password change, and AD password change. For each activity, the page displays the status (success or failure), the date and time, and the browser, IP address, and OS used.

Roles

The Roles tab displays the roles that have been assigned to you, typically through your group memberships.

Click the role name. The role page opens to the Permissions tab, which displays the permissions granted through that role.