All users have a convenient "My Settings" option where they can view and control their own personal user settings for Optimal Blue's Comergence. This area allows users to change their username, security pin, and/or their password. "My Settings" can be found by clicking the gear icon on the upper right side after logging in.
Note: For Investor users, there will not be a list of permissions at glance, investor user may click on the System Role name for the listings of permissions for that role.
"My Settings" will look like the below image, for more information regarding the Audit Log tab and General Information tab and adding social media links, please click 'Here'
Once edit is clicked user will be able to make changes. To reveal any encryption, click the 'eye' icon within the field.
Changing a Password
"Change Password" button is available at the top of the page.
After selecting "Change Password" users will see the below pop-up screen to proceed with the change:
Again, to reveal any encryption or hidden text, click the grey eye icon in the box.
Implementing Password Security Protocols
Establishing authentication protocols is essential in maintaining the security of Optimal Blue's Comergence. Strict password structures and rules for your users are essential. Contact your IT department for more information about their own password policies and procedures. Consider a balance between stringent password rules and having users writing them down just to remember them. Passwords should be difficult to guess but not difficult to remember.
To access this feature on the settings menu, click the gear icon in the upper right corner.
Click Password Security.
To change these settings, click Edit.
When you are satisfied with your changes, click Save.