Account

This page describes the Account Section.

The Advisor's Account

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.

The Advisor's Account

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.

Personal settings / Account

Preferences

You can manage your preferences, for example:

• choose your Language

• choose your Theme

• enable or disable the Autocomplete Suggestions

Personal settings / Preferences

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.

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.

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.

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