My Profile Overview
My Profile is the hub of your personal information within the QuantityWare Portal. It provides you with an overview of the information we hold on you alongside your system settings and allows you to modify all of these.
Accessing My Profile
You can access the Customer Profile as follows:
- Click your name in the navigation menu (to the top right)
- Select “My Profile”
The screen is split into four tabs:
- My Details – View and edit your name contact details, change your password or request a new Portal username
- My Payments – View any quotes and invoices that have been sent directly to you (not your organization)
- Settings – Configure personal Portal settings
- Portal Roles – View a list of all roles you have across all organizations
Changing Your Contact Details / Password
To edit your Contact details, or change your Portal password, follow these steps:
- Set your password, if required
- Edit your Contact Details (names, phone numbers etc), if required
- Click “Save Changes” in the Action Bar
Requesting a New User Name
Your Portal user name is the email address associated with your account.
For your security, we do not allow people to directly edit their Portal user name. This prevents malicious actors from editing your account login details without your knowledge.
If you need to change your user name – for example your organization may have changed their domain name following an organization name change – you can request a change as follows:
- Click on “[Change…]” next to the “My Email / Username” field
The “Change Email / User Name” window will appear (see right).
- Enter your name email address
- Confirm your current password (for security)
- Provide a brief description of why the change is required
- Click “Request Change”
A ticket will be raised with the QuantityWare team, who will review your request and, once the change has been made, you will receive a confirmation email (to your new email address).
Use Old User Name Until Approved
While QuantityWare are reviewing your user name / email change request, you must continue to use your existing, old user name / email to log in to the Portal.
All communication from the Portal will occur via the old user name / email until the request is approved.
Payments
You are able to view and download any quotes and invoices directly sent to you via the “My Payments” tab.
Consultants Only
This is generally only used to send quotes and invoices to attendees of QuantityWare Certificate Consultant training courses.
You will never receive quotes or invoices for your organization in this area of the Portal.
Customer quotes and invoices are located in the Payments Manager.
Portal Settings
You are able to configure Portal settings using the new “Settings” tab in My Profile.
Ticket Attachment File Name Format
You can choose to include the Ticket number in the file name of any downloaded Ticket Attachment. This can be useful to keep track of the source of downloaded files.
Available file name formats are:
- File Name.txt (default)
- #1234 – File Name.txt
- [Ticket 1234] File Name.txt
To change the file name format:
- Select the “Settings” tab
- In the “Attachment File Name Format” section, choose your desired file name format
- Click “Save Changes”
The change takes effect immediately for any attachments you download. You can return My Profile to change this at any time.
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