Portal Guide
Account Settings

Account Settings

Learn how to manage your personal Optare account settings.

Profile Settings

Viewing Your Profile

  1. Click your avatar (top right)
  2. Click "Profile" or go to Settings → Profile

Updating Profile Information

  • Full Name - Your display name
  • Email Address - Primary email (used for login)
  • Phone Number - Optional contact number
  • Profile Picture - Upload an avatar image

To update:

  1. Edit the fields
  2. Click "Save Changes"
  3. Changes reflect immediately

Email Verification

If you change your email:

  1. Enter new email address
  2. Click "Save"
  3. Check new email for verification link
  4. Click link to confirm
  5. New email becomes active

Password Management

Changing Your Password

  1. Go to Settings → Security → Change Password"
  2. Enter:
    • Current password
    • New password
    • Confirm new password
  3. Click "Change Password"

Password Requirements

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character

Forgot Password?

  1. Go to login page
  2. Click "Forgot Password"
  3. Enter your email
  4. Check email for reset link
  5. Click link and set new password

Two-Factor Authentication (2FA)

Why Enable 2FA?

  • Extra security - Requires code + password
  • Protects from - Password theft, phishing
  • Recommended for - All users, especially admins

Enabling 2FA

  1. Go to Settings → Security → Two-Factor Authentication
  2. Click "Enable 2FA"
  3. Choose method:

Authenticator App (Recommended)

  1. Download an authenticator app:
    • Google Authenticator
    • Authy
    • Microsoft Authenticator
  2. Scan the QR code with your app
  3. Enter the 6-digit code shown in app
  4. Click "Verify and Enable"
  5. Save backup codes (important!)

SMS (Less Secure)

  1. Enter your phone number
  2. Receive verification code via SMS
  3. Enter code
  4. Click "Verify and Enable"

Backup Codes

When enabling 2FA, you'll receive 10 backup codes.

Important:

  • Each code can be used once
  • Store securely (password manager or printed)
  • Use if you lose access to 2FA device
  • Generate new codes anytime in Security settings

Using 2FA

After enabling, when you log in:

  1. Enter email and password
  2. You'll be prompted for 2FA code
  3. Open your authenticator app
  4. Enter the current 6-digit code
  5. Click "Verify"

Disabling 2FA

  1. Go to Settings → Security
  2. Click "Disable 2FA"
  3. Enter your password
  4. Enter current 2FA code
  5. Confirm disable

Session Management

View Active Sessions

  1. Go to Settings → Security → Sessions
  2. See all devices where you're logged in:
    • Device type (Desktop, Mobile)
    • Browser
    • IP address
    • Location (approximate)
    • Last active time

Logout from Other Devices

Logout Single Session:

  1. Find the session in the list
  2. Click "Logout" next to it
  3. That device is logged out

Logout All Other Sessions:

  1. Click "Logout All Other Sessions"
  2. Confirm
  3. All devices except current logged out

Use this if:

  • You think your account may be compromised
  • You left a session open on public computer
  • You want to ensure only you have access

Login History

View Login History

  1. Go to Settings → Security → Login History"
  2. See recent logins:
    • Date and time
    • Device info
    • Browser
    • IP address
    • Location
    • Success/Failed status

Suspicious Activity?

If you see a login you don't recognize:

  1. Change your password immediately
  2. Enable 2FA if not already enabled
  3. Logout all other sessions
  4. Contact support@optare.one

Managing Email Addresses

Adding Secondary Emails

  1. Go to Settings → Email Addresses
  2. Click "Add Email"
  3. Enter new email address
  4. Check that inbox for verification link
  5. Click link to verify

Benefits of Multiple Emails

  • Backup login method
  • Different emails for different orgs
  • Receive notifications at multiple addresses

Setting Primary Email

  1. Go to Email Addresses
  2. Find email you want as primary
  3. Click "Make Primary"
  4. This becomes your login email

Removing an Email

  1. Find the email in list
  2. Click "Remove"
  3. Confirm removal

Note: Cannot remove primary email. Make another email primary first.

Notifications

Email Notifications

  1. Go to Settings → Notifications
  2. Choose what emails you want to receive:
    • Account security alerts
    • Organization invitations
    • Subscription updates
    • Product announcements
    • Marketing emails

Notification Preferences

  • All notifications - Get everything
  • Security only - Just security alerts
  • None - Minimal notifications

Note: Critical security notifications cannot be disabled.

Deleting Your Account

Before You Delete

  • Permanent action - Cannot be undone
  • Data deleted - Profile, history, settings
  • Organizations - You'll be removed from all orgs
  • Subscriptions - If you're owner, they'll be cancelled

How to Delete

  1. Go to Settings → Account
  2. Scroll to "Delete Account"
  3. Click "Delete My Account"
  4. Enter your password
  5. Type "DELETE" to confirm
  6. Click final confirmation

After Deletion

  • Account deleted within 24 hours
  • Confirmation email sent
  • Cannot login anymore
  • Can create new account with same email after 30 days

Privacy & Data

Data We Collect

  • Profile information (name, email, phone)
  • Login history (IP, device, location)
  • Usage data (features used, pages visited)
  • Organization data (if you're a member)

Your Data Rights

  • Access - Request copy of your data
  • Export - Download your information
  • Delete - Remove your account
  • Correct - Update incorrect information

Data Export

  1. Go to Settings → Privacy
  2. Click "Export My Data"
  3. Receive email when ready (can take up to 48 hours)
  4. Download ZIP file

Contents include:

  • Profile information
  • Organization memberships
  • Connected apps
  • Login history

Best Practices

Security

  1. ✅ Enable 2FA
  2. ✅ Use strong unique password
  3. ✅ Review login history monthly
  4. ✅ Logout when using public/shared computers
  5. ✅ Keep email address current

Privacy

  1. ✅ Review connected apps regularly
  2. ✅ Remove old/unused sessions
  3. ✅ Be careful what permissions you grant
  4. ✅ Use secondary email for less trusted services

Troubleshooting

###Lost access to 2FA device?

  • Use backup codes
  • If no codes, contact support with ID verification

Can't change email?

  • Verify you're entering correct current password
  • Check new email isn't already in use
  • Email must be valid format

Not receiving emails?

  • Check spam/junk folder
  • Verify email address is correct
  • Add noreply@optare.one to contacts

Next Steps

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