In this article you will learn:
- How to Access your User Profile
- Features Available in the User Profile
- How to Update Profile Settings
- How to Update Security Settings
- How to Update Application Settings
How to Access Your User Profile
To access your user profile click on the user profile icon in the upper right corner of your screen. |
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Features Available in the User Profile
Inside your user profile you have many features available depending on your role in Onna. Below is a comprehensive list of all features that can be accessed in the User Profile:
Site NavigationIf you have access to multiple Onna sites, the first you will see in your user profile is a list of all the sites you have access to. From here you can navigate to another site by clicking on the name of the site you want to go to. |
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Authorized ConnectionsIf you are an Admin in Onna you have access to the Authorized Connections feature. This is where you will navigate to create and manage authorized connections for your enterprise data connectors. Learn more about Creating and Managing Authorized Connections. |
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SettingsNavigating to the settings section of your user profile allows you to manage your name, profile, security, and application settings. |
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Custom URLThe custom URL will appear based what your Onna admin entered for the ‘Custom support name’ and ‘Custom support URL’ fields in the ‘Site settings’ section of the ‘Admin preferences’ page. |
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Sign OutClicking this button will log you out of your Onna site. |
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How to Update Profile Settings
You’re able to update your name and profile picture in the profile settings section of your user profile. To do so, follow the steps below:
Step 1:Navigate to your user profile menu and select ‘Settings’ |
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Step 2:Here you can update:
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How to Update Security Settings
All users have an option to enable (or disable) 2-Step Verification for their personal user account. To do so, follow the steps below:
Step 1:Navigate to your user profile menu and select ‘Settings’ |
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Step 2:From the menu on the left side of your screen select ‘Security’. |
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Step 3:On the ‘Security’ page 2-step verification will be toggled off by default. To change this, simply toggle to the right to turn on 2-Step verification for your account. |
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Step 4:Finally, you’ll see a pop-up appear asking you to confirm that you want to enable 2-step verification for your account. To do so, click on the blue ‘Enable’ button. Once enabled, you will be required to set up your two-step verification on your next login. |
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How to Update Application Settings
Onna offers different options for users to view their search results inside the eDiscovery application. To customize your search view follow the steps below:
Step 1:Navigate to your user profile menu and select ‘Settings’ |
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Step 2:From the menu on the left side of your screen select ‘Applications’. |
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Step 3:From the ‘Applications’ page select the ‘eDiscovery’ app. |
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Step 4:Once on the ‘eDiscovery’ app page you will see a list of display options. By default these options are not checked. To select an option, simply toggle to the right. Below you will find a description of all eDiscovery display options. |
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eDiscovery Display Options:
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