Overview

The My Account section in OptimiBI allows users to manage their personal information, language preferences, and homepage settings. This guide explains how to navigate and configure these settings.

1. Accessing My Account

To access your account settings:

1. Click on the profile icon at the top-right corner of the interface.
2. Select "My Account" from the dropdown menu.

2. Managing Personal Information

In the Personal Information section, users can view and update their basic profile details.

Editable Fields:

• Login Name: Displayed but cannot be changed.
• Name: The user’s full name.
• Department: The department where the user belongs.
• Title: The user's job title.
• Email: Required for system notifications.
• Mobile: Optional field for contact purposes.
• Password: Click "Change password" to update your account password.

How to Update Information:

1. Modify the necessary fields.
2. Click "Save" to confirm changes.

3. Changing Language Preferences

Users can set their preferred language for the OptimiBI interface.

Steps to Change Language:

1. Go to "Language" in the left menu.
2. Select a language from the dropdown list.
3. Click "Apply" to save the changes.

Note: The selected language will be applied immediately to the system interface.

4. Configuring the Homepage

Users can customize their default homepage after logging in.

Steps to Set a Custom Homepage:

1. Navigate to "Home page" in the left menu.
2. Toggle "Customize" to enable customization.
3. Select a Homepage address from the dropdown (Report page or URL).
4. Choose a specific default page or Input URL
5. Click "Apply" to save your settings.