Modify User Profile

The User Profile window allows every SureClinical user to modify their personal settings, such as changing log-in password and signature appearance. To apply changes to your personal settings:

  1. Go to S-button menu and select Settings > User Profile.
  2. User Profile window is split into the following tabs:
    • General Settings: Allows modifying the following general personal information:
      • Log-in password: To modify your password, enter your Current Password, the New Password, and Confirm New Password. To save your changes click Change Password. Note that, your new password will not be saved if you click Save instead.
      • Time Zone and Language.
      • Personal email address.
      • The location of SureClinical's folder (used for offline files and log files). To modify the folder location click Move and select the new folder location.
    • Signatures: Allows specifying your signature appearance by selecting the font used in writing the signature content. A preview for your signature appearance is displayed in Signature Preview. To save the currently selected appearance, click Set current appearance as default. Additionally, you can export your signature to an image (.png format) by clicking Export Signature to File.
    • Preferences: You can specify whether you want My Tasks dialog to be displayed upon logging in. This dialog is displayed by default after you log in if you are assigned some tasks. You can also specify whether to show Windows password policy dialog and force password prompt ( to prompt user to enter password every time a document is signed in case of local signing).
    • Notifications: In this tab, you can specify how you want to receive notifications for assigned workflow tasks; via email and/or SMS). Additionally, you can specify verification code settings, such as how to receive verification codes (via email and/or SMS) and whether to receive such codes every time you sign a document (document-based) or just once per log in session (session-based).
    • Digital ID: This tab is enabled if you are allowed to digitally sign documents using either local or remote Digital ID certificates. In this tab, you can set both remote and local Digital ID certificate relevant settings.
      • In Remote ID section, you can:
        • Select to view the details of your Digital ID certificate by clicking View Digital ID Details.
        • Chnage the PIN you use in signing by clicking Change PIN.
        • Reset your Digital ID PIN code by clicking Reset PIN and the new PIN is sent to your email and/or SMS, depending on your notification settings.
        • Revoke the currently used remote Digital ID certificate by clicking Revoke.
      • In Local ID section, you can add a Digital ID certificate locally or remove the current one. If you ave not already added a Digital ID Certificate, you can do so by clicking Add. In this case, a window opens where you select a Digital ID Certificate (imported to Windows Keystore) that can be used in signing. If the selected certificate does not have a PIN or password, you will be prompted to enter one. If the window does not show any certificates, then you need to import your Digital ID certificate to Windows keystore directly. You can do so by navigating to where your certificate resides and double click on it. This will open Windows install wizard that guides you through the import process. If a certificate already exists and you want to remove it, you can remove the currently used Digital ID certificate by clicking Remove (shown instead of Add). Note that, the removed Digital ID certificate remains on your system and is only removed from SureClinical Desktop client.
      • Either the Local ID section or the Remote ID section is enabled, depending on signing settings defined for you by your system administrator.
    • Identity Validation: you can find the details for a validated user (i.e., user with verified identity), including a copy of user's government photo ID and user's verified details such as organization, address, validated mobile number, etc. Additionally, in a tab titled Verified Addresses you can find a list of verified contact information including mobile number and email. Finally, the details of validation related events, such as User Identity Verification, Account Verification, and Document Signing, are displayed in a list.
    • Training Certificate: Displays your signed training certificate for the training you received, upon your first log-in, to learn how to use SureClinical features such as uploading and signing documents.   
    • Support Login: Allow another user to access your account for technical support purposes (see Support Login help topic for details)
    • Linked Persons: Displays Persons accounts that might be linked to your user account. You can modify some information for all these linked person accounts using the Bulk Update button.
  3. If you want to save all your applied changes, click Save.