Account
This page describes the Account Section.

You can find your Account Section on the last icon at the bottom of the Left Sidebar.
Notice the last icon on the bottom in the Left Sidebar: that's your Account Section.
This is the section where you can manage a wide range of options related to your Advisor and your work on Crystal.

Go to the console
You can jump to the Console Workspace.
Remember
This capability is only available to Admin Users.
If you are a Member User, you will not see this option.
Alert Section
Alert settings
In this section, you can check and manage the Alerts that you have set until now.
Personal settings
Account
You can see your Account information: name, email, job title, role.
You can also find Terms and Conditions.

Preferences
You can manage your preferences, for example:
enable or disable the Autocomplete Suggestions

Contact support
You can write to us about anything via a dedicated contact email.
Resources
You can find a link to Crystal's Resources directly embedded in the Advisor.
You can check which version of Crystal you are currently using.
Log out
You can log out at any time.
Remember
Logging out means losing credential memory in Crystal.
This means that the next time you log in, you will have to re-enter your credentials manually.
However, if you don't log out, you can stay logged in for up to seven consecutive days. This means that you can access the Project without re-entering your credentials, as Crystal will remember them for that specific length of time.
If you do not access Crystal for seven consecutive days, you will be automatically logged out.
Crystal version
You can check which version of Crystal you are currently using.
Last updated
Was this helpful?