Account settings: What can I do in this module?

From this sector we will be able to configure all the basic data of the account. To do this we will enter the main menu of the tool and select the option Control Panel.


When entering the Control Panel menu, three icons will be displayed on the upper left margin, this time selecting the first button related to Account Settings.


When you enter this sector you can see at the top of the screen the details of use of our tool. Thus, we will see the number of registered Users, number of Companies created, number of Third Parties uploaded and finally the number of assessments launched.


Below this information we can configure and edit the Basic Account Data and Financial Account. Selecting in the pencil that is in the upper right sector we will be able to access to edit the data, both Basic and Financial. In the first one we must enter as mandatory information the Account Name, the Sector ( selecting from the drop-down) and the Country. For the second we may add (always as optional information) the Business Name, the tax identification number, the State, the Address and the Postal Code.  Once these changes have been configured, we must select the Save Changes button.



Below the latter, in the middle sector of the screen the tool will display on the left sector the information related to the Riskallay Panel itself; showing the number of users used/hired, number of third parties uploaded/contracted and number of Scoring Tools searches performed/contracted. On the right sector we will find information about the Control Panel where we will see the number of users loaded/ contracted.


Finally on the lower right of this part we will find a button in order to manage the licenses; which will put us in direct contact in order to request any type of expansion of the contracted plan. In it we must fill out what our request is, clicking on the button Send Request.

Finally in the lower sector of the screen we can view and edit the Account Preferences. Thus, selecting the pencil located on the top right of this sector we can set the preferences of the Control Panel, among which we can configure: Allowed languages( the tool brings preconfigured languages Spanish, English and Portuguese) for the purpose of navigating the interface of the tool. When editing this field we will select which languages will be available, so that users of the tool can choose one of them.

In the second place we will find the configuration of the Default Language; which will be used by the user in its interface. 

In third place we will be able to select the Use Schedule to configure in the tool, which will be selected from a drop-down. And finally we will be able to activate the Authentication of two Factors for the users of the tool. If chosen by the owner of the Control Panel, all users (including the owner) must have a second identification factor ( in addition to user and password) in order to log in the tool. 

Once all these factors have been chosen, we will click on Save Changes







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