Account
This page describes the Advisor's Account Section.
Last updated
This page describes the Advisor's Account Section.
Last updated
Notice the last icon on the bottom in the Left Sidebar: that's your Account Section.
There, you can manage a wide range of options related to your Advisor and your work on Crystal.
Let's see them briefly.
You can jump to the Console Workspace.
Remember
This capability is available to you only if you are an Admin User.
If you are a Member User, you will not be able to see this option.
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 log out at any time.
Remember
Logging out means losing credentials memory in Crystal.
This means that the next time you log in, you will have to re-enter your credentials manually once again.
On the contrary, if you don't log out, you can stay logged-in for up to 7 consecutive days, as Crystal remembers your credentials. This means that, for all this period, you can access the Project without re-entering your credentials.
If you do not access Crystal for 7 consecutive days, you will be automatically logged out.
You can check which version of Crystal you are currently using.
