Account
This page describes the Account Section.
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This page describes the Account Section.
Last updated
Was this helpful?
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.
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.
In this section, you can check and manage the Alerts that you have set until now.
You can see your Account information: name, email, job title, role.
You can also find Terms and Conditions.
You can manage your preferences, for example:
enable or disable the Autocomplete Suggestions
You can write to us about anything via a dedicated contact email.
You can find a link to Crystal's Resources directly embedded in the Advisor.
Please Note
Crystal Resources are represented by:
Crystal Docs, i.e. the documentation that supports you on how to use Crystal (the same documentation you are reading right now!)
Release Notes, i.e. the collection of enhancements done to each Crystal version, where you can find what's new on the currently installed one
You can check which version of Crystal you are currently using.
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.
You can check which version of Crystal you are currently using.
