In this section, we’ll guide you through managing your account on Triform. From updating your profile information to managing security settings, here’s everything you need to keep your account up-to-date and secure.
Updating Your Profile
Your Triform profile contains personal and security settings that you can customize according to your preferences.
Steps to Update Your Profile:
Accessing Profile Settings:
Click on the ‘Account’ button located in the top right corner of the dashboard.
Select ‘Profile’ from the dropdown menu.
Editing Profile Information:
On the profile page, you can upload a photo, change your account name, or update your email address.
To change your password, click on the ‘Change Password’ option and follow the prompts.
Activating Two-Factor Authentication (2FA):
For added security, we strongly recommend enabling two-factor authentication.
Follow the instructions on the screen to set up 2FA using your mobile device or an authenticator app.
Managing Browser Sessions
Keeping track of your active sessions enhances the security of your account.
Viewing and Managing Sessions:
On your Profile page, navigate to the ‘Browser Sessions’ section.
Here, you’ll see a list of all devices currently logged into your account.
If you notice any unfamiliar sessions, you can log them out remotely for security.
Team Settings
As a part of a team on Triform, you have specific settings to manage your team’s experience.
Team Management Options:
Access Team Settings:
Click on the ‘Teams’ button next to the Account button.
Here, you can view your current team and access team settings.
Modifying Team Roles and Permissions:
Add new members as ‘Administrator’ or ‘Editor’ based on the level of access and control required.
Manage existing team member roles or remove members as necessary.
Handling Invitations:
View and manage pending team invitations.
Invite new members to your team and set their initial role upon joining.
In this section, we covered the key aspects of managing your account and team settings on Triform. Next, we’ll explore the exciting world of Modules, where you can create and manage your own custom AI-scripts.