Account Settings
Introduction
The Account Settings module is the personal administration center for each user, allowing to customize the CheckOp experience and manage individual preferences.
What is Account Setup?
It is the personal control panel where each user can update their information, configure system preferences, manage notifications and customize their dashboard. It functions as the centralized "user profile" that affects the entire CheckOp experience.
Main use cases
For Administrators
- Configuring global system preferences
- Updating corporate contact information
- Managing executive dashboard settings
For Supervisors
- Customize dashboard metrics
- Configure team notifications
- Updating contact information
For Field Technicians
- Updating personal data
- Mobile notification settings
- Language and time zone settings
Key functionalities
Personal Information
Description: Update basic user data (name, email, phone number) Use cases: Maintain updated information for communications and reports
Dashboard Configuration
Description: Customization of graphs and metrics displayed on main screen Use cases: Supervisors who need specific metrics for their team
Notification Management
Description: Control of email, push and system alerts on tasks and events Use cases: Technicians who want to receive only critical notifications
System Preferences
Description: Language, time zone and date format configuration Use cases: Multinational companies with users in different countries
Integration with other modules
Design & pre-production
Initial configuration
To start using the Account Settings, you need:
- User created - Basic registration in the system
- License assigned - Active access to the platform
- Basic permissions - Ability to edit your own profile
Typical workflow
- Access: Enter the module from the main menu
- Update: Modify personal information
- Customization: Configure dashboard and notifications
- Save: Confirm changes made
- Apply: Changes are reflected throughout the platform