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

module-tab
Fig. 1.1. - User
Name
Type
Description
First NameInputUser 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 NameInputUser last name. As the First Name, it's also optional and can be left blank.
UsernameInputThe user name chosen by the User when the account was created. It's unique and can only be changed by the website administrator.
EmailInputE-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.
CountrySelectCountry 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 PasswordButtonIt'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.
SaveButtonIt'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 AccountButtonIt'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 PasswordInputWhen 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 PasswordInputThis 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 PasswordInputThis 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.
PasswordInputThis 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.
ConfirmButtonThis 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.
CancelButtonThis 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.

2. Settings

module-tab
Fig. 2.1. - Settings
Name
Type
Description
Access RequestCheckboxThis field is under the E-mail Notification settings. If checked, the User will receive e-mails regarding access to Projects, Equipment and Modules.
ModuleCheckboxThis 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 EquipmentCheckboxThis 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.
SupportCheckboxThis field is under the E-mail Notification settings. If checked, the User will receive e-mail regarding new Support ticket created or status changed.
MarketingCheckboxThis field is under the E-mail Notification settings. If checked, the User will receive marketing e-mails as new products and services.
UpdatesCheckboxThis 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 ModulesCheckboxThis 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 PrecisionCheckboxHow 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.

3. Company

Name
Type
Description
LogoFile SelectCompany 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)
NameInputCompany 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 LogoButtonIt's not a field but a button. If clicked, will remove (delete) the logo uploaded by the User.

4. Orders

Name
Type
Description
Invoice #Table ColumnUnique 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.
StatusTable ColumnInvoice 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.
ValueTable ColumnPrice paid by the User, in USD (United States Dollar), for the yearly subscription.
Expire DateTable ColumnDate that the subscription will expire. It's always one year (yearly subscription) after the payment.

5. Support

Name
Type
Description
idTable ColumnTicket 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.
TitleTable ColumnTicket title provided by the User when he/she created it. For now, it can only be changed by the website administrator.
StatusTable ColumnTicket 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.
DateTable ColumnDate that the ticket was created.

Changelog

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