User Profile

Overview

As a Core user, you can view your personal profile on this screen. This screen also allows you to edit your profile, change your Core password and enable two-factor authentication. However, you cannot change your email address as it is your login. The country specified by you in your user profile determines the date and number format for your Core company. Click to watch this video on managing your user profile in Core.

Field Descriptions

Basic Tasks

View User Profile

Advanced Tasks

Change Your Password

Enable Two-Factor Authentication

Field Descriptions

Field Name Field Description
User Profile > Two-Factor Authentication >
Enable Two-Factor Authentication For additional layer of security, you can enable the two-factor authentication (2FA) method for logging into your Core company. This ensures that unauthorized people are not logging into Core and accessing your company data. However, this 2FA option is unavailable for trial accounts and companies. Core allows you to disable 2FA temporarily without losing all your previous configuration by un-checking this option.
Verification Method

Select the verification method that you prefer for 2FA:

  • Authenticator App: If you don’t have the Authenticator App installed on your phone, download it from the App Store. Some of the most popular apps are: Google Authenticator, Microsoft Authenticator and Authy. 
  • Text Message: You receive your verification code as a text message (SMS). You can click Update Number to change the phone number.
  • Phone Call: You receive your verification code via a phone call. You can click Update Number to change the phone number.
  • Email: You receive the verification code on your email address.
Phone Verification Method You can opt for verification over the phone either via:
  • Text message
  • Phone call

Please note that standard carrier message and data rates might apply for this verification, depending on your phone plan.

Phone Number You must select the Country code from the drop-down first and then enter the phone number. This is a required field.
Code Delivery Method You can choose one of the methods for the delivery of the authentication code. Core then accordingly sends the 2FA code to the selected channel:
  • Text message
  • Phone call
  • Email

Please note that standard carrier message and data rates might apply for this authentication, depending on your phone plan.


View User Profile

To view your personal profile in Core:

    1. Open the User Profile screen from your company menu > View Profile.

    1. Select the relevant panel on the left, say General.

    2. You can review or edit your personal information here. Enter more details or make your changes.

    3. Click Save.

Change Your Password

To change your Core password:

    1. Open the User Profile screen from your company menu > View Profile.

    1. Select the relevant panel on the left, Update Password.

    2. Enter the required information:

      • Current Password
      • New Password
      • Confirm Password
    3. Click Save.

Note: Core follows a strong password policy and hence you must meet those requirements:

      • Use 8 or more characters

      • Use uppercase and lowercase letters (e.g., Aa)

      • Use a number (e.g., 1, 2, 3)

      • Use a symbol (e.g., ! # $ but wildcard characters like * and ? are not allowed)

Enable Two-Factor Authentication

Multi-Factor Authentication (MFA) or Two-Factor Authentication (2FA) means that when a user tries to log in to an application, say Core, it asks for an authentication code that is generated dynamically and sent to the phone number or email, as specified when configuring it. This is implemented for an additional layer of security for logging into your Core company. It ensures that unauthorized people are not logging into Core and accessing your company data. However, this 2FA option is not available for trial accounts and companies.

To enable two-factor authentication at Core sign-in, watch this video or follow these steps:

    1. Open the User Profile screen from your company menu > View Profile.

user_profile_2fa_new.png

    1. Select the relevant panel on the left, Two-Factor Authentication.

    2. Check the Enable Two-Factor Authentication option.

    3. Select the Verification Method that you prefer. Check Field Descriptions above for details.
      - Authenticator App (Click Continue after installing the app.)
      - Text Message
      - Phone Call
      - Email

    4. Core needs to verify a valid phone number to enable 2FA. For Phone Verification Method, select Test Message or Phone Call. Please note that standard carrier message and data rates might apply for this verification, depending on your phone plan. 
    5. Next, select the country code from the drop-down and enter the phone number.
    6. Click Send Verification Code (you can also click Resend Verification Code in case something goes wrong). When you receive the verification code on your phone number, enter it here and click Submit Code. 
    7. After your phone number is registered, depending on your selected method, you can take the next step. For Authenticator App, it generates a QR code and asks you to use your Authenticator App to scan the QR code, which in turn generates a verification code. Click Submit.

    8. Next, select your security questions and enter their answers. You cannot choose the same security question multiple times. The answers to the security questions are not case-sensitive.
    9. Click Save or Update.

On login, you are prompted with the security questions provided during the 2FA setup if you are unable to access your phone, app or email, or the code could not be generated by Core. The answers to the security questions are not case-sensitive.

Note: Core allows you to disable 2FA temporarily without losing all your previous configuration by un-checking Enable Two-Factor Authentication at the top. You can use the Clear Settings option to delete the configuration, if you want to.

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