Modules → Dashboard

Dashboard

This is the documentation page for the Dashboard (also known as User Account). Everything you must know about it is in here and, if you still have doubts, just contact us through the Support or Contact page and we'll be happy to help you.

1. User

Fig. 1.1. - User

Name	Type	Description
First Name	Input	User first name. It's optional and can be left blank. It can be used in the Calculation Report and e-mails that we send to Users. If left blank, the Username may be used instead of it.
Last Name	Input	User last name. As the First Name, it's also optional and can be left blank.
Username	Input	The user name chosen by the User when the account was created. It's unique and can only be changed by the website administrator.
Email	Input	E-mail used to create the account. As the username, it also must be unique and can only be changed by the website administrator. It must be a valid e-mail, as a lot of the website functions depends on it.
Country	Select	Country where the User lives. It's an optional field and can be left blank. For now we don't use it for anything but, in the future versions, it may be used to change the website language.
Change Password	Button	It's not a field but a button. When clicked, 3 fields will appear: Old Password, New Password and Confirm Password. It's used by the User to change the password. Changing password can only be done by the User, the website administrator can't do it. If you lost you password, just click in the Recover Password at the login page.
Save	Button	It's not a field but a button. When clicked, all changes made in the Dashboard fields will be saved to the database. There's no redo option, so check everything before saving.
Delete Account	Button	It's not a field but a button. When clicked, a new field will appear asking the User to insert the current password and click in the Confirm button. If the User do it, the Account will be deleted from our database. All its information will be lost (projects, equipment, modules). We can't recover User account if it's deleted. If the User deleted his/her account and want to access the website again, a new account must be created and a new payment must be done.
Old Password	Input	When clicking in the Change Password button, this field will show together with New Password and Confirm password fields. The User must type the current password in this field.
New Password	Input	This field will show when the User click in the Change Password button. The User must type a new password which must be different from the current one and also comply with the password requirements: must have at least 8 characters with 1 lowercase, 1 uppercase and 1 special character. It's up to the User to be sure that the new password is different to the current one (and also different from at least 3 previous passwords, if exist, for security reasons). We don't store password data as we use Google Firebase to handle User registration.
Confirm Password	Input	This field will show when the User click in the Change Password button. The User must type the same password that was typed in the New Password field. This is a common procedure to avoid typing errors.
Password	Input	This field will show when the User click in the Delete Account button. To avoid mistakenly deleting the account, we request the User to type his/her current password.
Confirm	Button	This button will be show when the User click in the Delete Account button. If clicked, the system will check if the correct password was typed in the Password field and, if it's correct, then the account will be deleted, if it's wrong, a message will be shown.
Cancel	Button	This button will be show when the User click in the Delete Account button. If clicked, the Delete Account process will be canceled and the User will be redirect to Dashboard page.

Nowadays everyone are worried about how their data (name, e-mail, phone number, country, etc) are used by companies. We ensure you that we don't use you data for ads (we don't even have ads in our website) or to sell to other companies (as many websites do), that's why you can just left the fields blank. If you have question regarding privacy, just contact us and read the Privacy page.

2. Settings

Fig. 2.1. - Settings

Name	Type	Description
Access Request	Checkbox	This field is under the E-mail Notification settings. If checked, the User will receive e-mails regarding access to Projects, Equipment and Modules.
Module	Checkbox	This field is under the E-mail Notification settings. If checked, the User will receive e-mails regarding Modules created, changed or deleted. These e-mails will be send if the User or someone that have access to the Module change or delete it.
Project and Equipment	Checkbox	This field is under the E-mail Notification settings. If checked, the User will receive e-mails regarding Projects and Equipment created, changed or deleted. These e-mails will be send if the User or someone that have access to the Project or Equipment change or delete it.
Support	Checkbox	This field is under the E-mail Notification settings. If checked, the User will receive e-mail regarding new Support ticket created or status changed.
Marketing	Checkbox	This field is under the E-mail Notification settings. If checked, the User will receive marketing e-mails as new products and services.
Updates	Checkbox	This field is under the E-mail Notification settings. If checked, the User will receive e-mail about the website and modules updates (every time a Module is updated, a new changelog is created and e-mail are sent to Users which checked this option)
Let User add me to Projects, Equipment and Modules	Checkbox	This field is under the Project Management settings. If checked, other Users will be able to added the User to his/her projects, equipment and modules. The User will not be automatically added to it though. A notification will be sent to the User and, if the he/she accept to be added, the project, equipment or module User list will be updated to include the User.
Calculation Precision	Checkbox	How many decimal places will be used to display the calculation results and it's input variables. The precision chosen will be shown as default in all Modules.

If you chose to receive e-mails from our website, make sure that it isn't marked as spam by your e-mail provider.

3. Company

Name	Type	Description
Logo	File Select	Company logo uploaded by the User. It's an optional field and can be left blank. If the User choose to add a logo, it must not have more than 1 Mb in size and its format must be png, jpeg or gif. We are responsible for the logo used by the User. For now, the logo will only be used by the Calculation Report (will appear at its header)
Name	Input	Company name. It's also an optional field and can be left blank. We're not responsible for the name used by the User. It'll only be used by the Calculation Report (will appear at its header)
Remove Logo	Button	It's not a field but a button. If clicked, will remove (delete) the logo uploaded by the User.

The same we said about User data is also valid for the Company data. We don't use it (name and logo) for ads or anything other than place it in the Calculation Report.

4. Orders

Name	Type	Description
Invoice #	Table Column	Unique invoice id automatically generated by the payment system (Stripe). When the User want to refer to the invoice or payment done, the invoice id must be send to us, as it's the easiest and faster way to find it in our database.
Status	Table Column	Invoice status. Can be Active, Expired or Canceled. If Active, the table row will be green, if Canceled, will be yellow and if Expired, will be white.
Value	Table Column	Price paid by the User, in USD (United States Dollar), for the yearly subscription.
Expire Date	Table Column	Date that the subscription will expire. It's always one year (yearly subscription) after the payment.

If you have question regarding orders and payment, first visit the Payment page and, if you still have doubts, contact us through the Support page.

5. Support

Name	Type	Description
id	Table Column	Ticket unique id. When the User must refer to the ticket, its id must be provided, as it's the easiest and faster way to us to find it in our database. It's automatically generated by the website when the User create the ticket.
Title	Table Column	Ticket title provided by the User when he/she created it. For now, it can only be changed by the website administrator.
Status	Table Column	Ticket current status, which can be New, In Progress, On Hold, Pending User Action or Closed. The status can be changed by the User or website administrator action. See the Support documentation for more information.
Date	Table Column	Date that the ticket was created.

Changelog

You can see the Dashboard changelog at https://kezareng.com/changelog/user.