Navigation & Account Settings
When a user first logs into the BlueFletch Portal, they are taken to the default Support Agent dashboard as defined by the organization's administrator. The user can make changes to their account settings at any time. If the user's email has been assigned as an external user to additional organizations, they can switch organizations from the navigation sidebar.
Switch Organizations
To access alternative organizations, click on the user's name near the bottom of the navigation sidebar. If the user has multiple organizations to choose from, they will be displayed in this section.
The organizations most recently visited during that login session are listed under Recent Organizations. The user can access all organizations they have external accounts with by pressing All Organizations.
Account Settings
From the Account Settings, users can edit their account information, select their personal default dashboard within an organization, and change their password. To open, click the user's name near the bottom of the navigation sidebar and select "Account Settings" from the menu.
Changing the User Information
On the Account Settings page, edit your first name, last name, or phone number.
After you have finished editing, click Save Changes.
A toast notification will appear at the bottom of the screen to confirm the change.
To apply the changes, log out of the BlueFletch Portal and then log back in.
Changing the Default Dashboard View
From the Account Settings page, select the Default Dashboard dropdown menu.
Choose a new dashboard from the list, and confirm that the new dashboard name is populated in the Default Dashboard field.
Click Save Changes.
To view the new default dashboard, navigate to Support Agent - Home.
Changing the Password
On the Account Settings page, enter the current password.
Create a new password that is at least 8 characters long and includes at least one uppercase letter, one number, and one special character.
Confirm the new password and click Change Password.
A toast notification will appear at the bottom of the screen to confirm the change.
If the user enters an invalid password or the passwords do not match, the password fields will be highlighted in red and an error message will be displayed to inform the user of the password requirements.
Resources
The Resources menu at the bottom of the navigation sidebar includes:
Documentation: Opens the BlueFletch Enterprise Documentation site in a new browser tab.
About: Displays a pop-up modal with software information about the BlueFletch Portal.
Terms: Opens the BlueFletch Portal terms and conditions in a new browser tab.
Privacy: Opens the BlueFletch Portal privacy statement in a new browser tab.
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