User Settings

After logging in successfully, you can adjust your personal user settings. Here, you can change your password or set your user preferences.

Opening User Settings

Look at the top navigation bar in the upper right corner.
Click on your name. The user settings page will open.

Areas of User Settings

The personal settings are divided into the following areas:

User Profile: Here, you can manage your personal information such as your name and contact details.
Security: In this section, you can change your password and adjust other security-related settings.
Advanced: Here, you will find advanced options that can optimize your use of DataEngine.
Layout Options: In this area, you can customize the appearance and arrangement of the user interface to your liking.

You can switch between the tabs without saving in between. However, you should click “Save” before leaving the settings.

Using the “Reset User Settings” button, you can revert your settings to the system default at any time. Additionally, with the “Reset Homepage” button, you can also reset the individual dashboard to the default (empty homepage).

User Profile

Step 1: Access the User Profile

Navigate to the top bar: Once logged in, you’ll see a navigation bar at the top.
Click on your name: This is located on the right side of the black top navigation bar and will take you to your profile section.

Step 2: Adjustments in the User Profile

Here you have various options to edit your personal information:

Change username: Click on the respective field and enter your new username.
Modify first and last name: Click in the fields for first and last name and adjust the information according to your preferences.
Other adjustments: You can also add or edit phone numbers and addresses. There are separate fields in the profile section for this purpose.

Step 3: Change email address

Find the email field: This field can also be found in the User Profile section.
Note: The email address provided must be a business email address, not a personal one such as @gmail.com. Enter the new email address and save the changes.

Step 4: Set up a group mailbox

Go to the Email Settings: These are located at the bottom of the user profile page. Select group mailbox: If a group mailbox is set up in the system, select it there and click “Done.” Use the email module: After selecting the group mailbox, it will be available through the “Emails” module. You can find the module in the system’s main navigation bar.

If you have any further questions, don’t hesitate to contact our support.

Security

To ensure that your data is protected, we offer various security features in DataEngine. In this post, we will show you how to change your password and set up Multi-Factor Authentication (MFA).

Change Password

Changing your password is an important step to ensure your security. Follow these instructions to update your password:

Navigate to the Security Settings: Go to the “Security” section in your profile.
Enter your current password: You will be prompted to enter your current password.
Enter a new password: Choose a new password. Make sure it complies with your instance’s security guidelines. These rules may include length, uppercase and lowercase letters, numbers, and special characters. If you’re unsure of the exact requirements, contact your admin or simply enter a new value. The system will notify you if your password meets the requirements.
Confirm the new password: Re-enter your new password for confirmation.
Follow the system instructions: Make sure to follow all system instructions. Otherwise, you won’t be able to save your new password.
Save: Click “Save” to apply the new password.

Setting up Multi-Factor Authentication (MFA)

MFA provides an additional layer of security. Here’s how to add a new security device for MFA:

Open the Security Settings: Go to the “Security” section in your profile.
Add device: Click the “Add Security Device” button.
Select MFA method: You can choose between Multi-Factor Authentication using TOTP (Time-based One-Time Password) or Passkey.
Choose MFA method: Decide which method you would like to use.
Follow instructions and set up device: Follow the detailed instructions to add your device for authentication.
Unlimited number of devices and methods: You can set up an unlimited number of MFA devices and use both MFA methods, depending on your needs.
Default MFA method: If you do not set up an additional MFA method, a code will be sent to your registered email address upon each login.

We recommend using Two-Factor Authentication with TOTP, as it represents the most secure standard.

Important: After setting up an MFA device with TOTP, backup codes will be generated. You should save these codes because they can be used to log into the system if you lose your device. Ensure you save the codes on a different device, ideally.

Have a look in our blog post on how to set up a new MFA device.

If you have any further questions, don’t hesitate to contact our support team.

Advanced

In the user settings, you have access to the “Advanced” section. Here, you can make various adjustments to optimize the system according to your needs.

Settings for Export and Import:

Adjust how you export and import data to ensure that you always have the correct formatting and structure for your data.

Local Settings:

Date formats: Choose how dates should be displayed (e.g., DD/MM/YYYY or MM/DD/YYYY).
Time formats: Set whether you want to view the time in 12-hour or 24-hour format.
Time zones: Select your time zone so that all time information is accurate.
Number formats: Decide how numbers should be formatted, for example, using a period or comma as the decimal separator.

Maximum Flexibility

The “Advanced” section offers you maximum flexibility, allowing you to tailor your DataEngine experience perfectly to your needs. Every setting helps you shape the system according to your preferences and workflow.

Read Help Texts

If you’re unsure about any setting, make sure to read the help texts below each field. These texts provide additional information and valuable tips for optimal configuration.

If you have any further questions, don’t hesitate to contact our support team.

Layout Options

Step 1: Adjustments in the “Saved Search & Layout” Section

In the user settings, you’ll also find the “Saved Search & Layout” section. Here, you can make final design adjustments. This is particularly useful for tailoring your workspace visually and functionally to your individual needs.

Step 2: Choose a Style for Your Instance

You have the option to change the style of your DataEngine instance. The default style is Marini, unless the administrator has added additional templates. To change the style, simply go to the settings and select your preferred style from the list.

Step 3: Copy an Existing Dashboard

If you’re working in a team, it can be especially convenient to copy an existing dashboard from another user to your own account. This allows you to access relevant reports without having to set everything up from scratch. Just find the desired dashboard that a colleague has already created and copy it to your account.

Step 4: Customize Modules in the Top Navigation Bar

You can customize the modules displayed in the top navigation bar according to your preferences. Go to the navigation bar settings and choose which modules are most relevant to you. This helps you quickly access the most important features and data.

Step 5: Configure Subpanel Settings

Finally, you can also configure the settings of the subpanels (related tables below a parent module). This allows for a more organized and efficient view of your data. Go to the module settings and adjust the subpanel settings to suit your needs.

If you have any further questions, don’t hesitate to contact our support team.

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