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User Guide: Navigation & Account Settings

When the user first logs into the BlueFletch Portal, they will be taken to the default Support Agent dashboard that the organization’s administrator has established. The user may desire at any time to make changes to account settings information. Also, if the the user's email has been assigned as an external user to additional organizations beyond the one he or she sees immediately on login, the user may need to switch organizations. Either of these actions can be taken from the navigation sidebar.

Switch Organizations

Click the user's name near the bottom of the navigation sidebar. If the user has alternative organizations to select, organizations will be displayed here.

The organizations most recently visited during that login session will be listed under Recent Organizations. All organizations the user has external accounts with can be accessed by pressing All Organizations.

Account Settings

Accessing Account Settings allows the user to 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

  1. From the Account Settings page, edit the First Name, Last Name, or Phone fields.

  2. When finished editing, press Save Changes.

  3. A toast notification will appear at the bottom of the screen confirming the change.

    User Info Toast

  4. Logout of the BlueFletch Portal and log back in for changes to take effect.

Changing the Default Dashboard View

  1. From the Account Settings page, select the Default Dashboard dropdown menu.

    Account Settings

  2. Select a new dashboard from the list, and confirm that the new dashboard name is populated in the Default Dashboard field.

  3. Press Save Changes.

  4. To view the new default dashboard, navigate to Support Agent - Home.

Changing the Password

  1. From the Account Settings page, enter the current password.

  2. Enter a new password. The password must be at least 8 characters long and include an uppercase letter, a number, and a special character. Confirm the new password and click Change Password.

    Confirm Password

  3. A toast notification will appear at the bottom of the screen confirming the change.

    Password Toast

  4. If the user enters an invalid password or the passwords do not match, the password fields will be highlighted in red, and red text will display around them informing the user of the password requirements.

    Password Error

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.