In this lesson you
- Kept your name and sign-in email up to date
- Locked down sign-in: password, two-factor, sessions
- Chose which emails Proof sends you
Transcript
Your account menu
Your account. Your account opens your organization's documents, so two things are worth five minutes. Keeping it safe, and getting only the emails you want. Both live in Account settings. Your account is behind your initials, at the bottom of the rail. Choose Account settings. The list on the left groups your settings. Profile is who you are, Notifications is what Proof emails you, and Security is how you sign in.
Profile
Start with your name. It's how your teammates see your work, in the activity log and beside the notes you leave on documents. Below it is the email you sign in with. To change it, choose Change. Proof sends a link to the new address first. Until you open that link, you still sign in with the old address. That way a typing mistake can't lock you out.
Signing in safely
If you think anyone else knows your password, change it here. A new password needs at least fourteen characters. Saving it cancels any reset links already sent, and signs out your other devices. A password alone can be stolen. Two-factor adds a second proof that it's you, a code from an authenticator app on your phone, each time you sign in. Choose Set up two-factor, and it walks you through it. It gives you backup codes, for the day you don't have your phone. Keep them somewhere safe. Your organization may require two-factor. If it does, Proof asks you to set it up before you go any further. Each time you sign in on a device, it stays signed in for up to twelve hours, or sooner if you sit idle for eight. If you left Proof open on a shared computer, or lost a laptop, choose Sign out everywhere. This device signs out at once, and the others within about fifteen minutes.
Notifications
Last, the emails. Notifications decides what Proof sends you, and it's set separately for each organization you belong to. The daily digest is one email in the morning, only on days there's something in it, such as documents ready for your approval. Below it, each other email has its own switch. For someone fixing documents, the two to keep on are assignments, when a document is given to you, and mentions, when a teammate writes your name in a note. Emailing you each certificate is off until you turn it on. Approving many documents would send one email each, and the certificate is always in the library anyway. Now your account is protected, and Proof only emails you about what you need.
Recap
That's the end of this lesson.
Maple Ridge Community Health, its documents and its people are fictional, made for these lessons.