User Profile

This section describes the options available for users to view and manage their profiles. The options are:

• View profile
• View permissions
• Change password
• Edit notification settings

View profile

To view your profile details, click the Profile icon in the left-side panel of the Report Server.

Edit profile

• Users can edit their profile picture in their Bold Reports account. Click on Bold Reports Account in the profile page.

• Click the pencil icon on the profile, upload the image, and click save.

• To delete your profile picture, click the delete icon on your profile and proceed with Yes.

My permissions

You can view your access permission list for each resources, such as reports, data sources, files, and schedules, in the Report Server.

Personal Access Token

Generally, access tokens can be used in API requests or other interactions with the Report Server to authenticate and authorize access to its resources. For more information on generating an access token, please refer to the Access Token Generation Guide.

Edit notification settings

Users can configure their own notification preferences and view/edit the following notification settings in the Report Server:

• System notifications
• Mail notifications
• Auto watch for comments of created items.
• Auto watch for comments of accessible items.

List of notifications

1. System notifications

   • System notifications will appear near the user’s profile picture, as shown in the following image.

   • Users can navigate to the particular comment by clicking the report name in the notification section. To configure the user notification settings, users can navigate to the profile page by clicking settings.

     

2. Mail notifications

   Enabling the mail notifications option will notify the users through email for comments, permissions, schedules, views, user(s), and group(s) (manual and schedule) synchronization, and user account activation.

3. Auto watch comments of created items

   Enabling this will send notifications for comments on all the items created by users.

4. Auto watch comments of accessible items

   Enabling this will send notifications for comments on all the items that are accessed by users.

5. Report schedule notification

   By enabling or disabling the report schedule button, we can restrict the email notifications for scheduled reports.

6. User schedule notification

   Enabling and disabling the user schedule button allows us to restrict the email notifications for admin users.

7. Specific watch

   Apart from the auto-watch of newly created and accessible item settings, users can also watch an item specifically.

You can toggle between a watch and unwatch for a report comment at any time.

Forgot Password

If you have forgotten your password, you can reset it by following the steps below.

1. Click on the Cannot access your account? option on the login page.

2. Enter your email to receive the reset password link. After entering your email, click Send recovery link.

3. you will receive an email to reset the password.

4. You can reset the password by clicking the link in the email you received.