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Profile Page User Guide
Profile Page User Guide
Updated over 4 months ago

Welcome to the Profile Page of RentalTide! This guide will help you navigate and utilize all the features available on the Profile Page, ensuring efficient management of your account details, notification settings, and security options within your organization's Point of Sale (POS) system.

Introduction

The Profile Page is a central hub within RentalTide's POS system, designed to empower users to manage their personal and account-related information seamlessly. This page allows you to:

  • Update Personal Information: Modify your name, phone number, and preferred color theme.

  • Manage Profile Picture: Upload and update your avatar for a personalized experience.

  • Configure Notification Preferences: Set your preferred channels for receiving various types of notifications.

  • View Software Version: Stay informed about the current version of the software you are using.

  • Access the Danger Zone: Perform critical actions like deleting your account securely.

Dashboard Overview

Upon accessing the Profile Page, you'll encounter the following key components:

  • Dashboard Header:

    • Title: "Profile"

    • Subtitle: "Manage your account details, notifications, and authentication settings."

  • Main Content Area:

    • Profile Information:

      • Avatar: Displays your current profile picture with an option to upload a new one.

      • Name: Your full name, editable for updates.

      • Email: Your email address, displayed as read-only.

      • Phone Number: Your contact number, editable with validation.

      • Color Theme Selection: Choose between Light, Dark, or System themes for the application interface.

    • Notification Preferences:

      • Notification Types: A list of different notification categories.

      • Channels: Options to receive notifications via Email, Text, Both, or None for each type.

    • Software Version:

      • Display: Shows the current version of the RentalTide software you are using.

    • Danger Zone:

      • Description: Contains critical actions like deleting your account with appropriate warnings and confirmations.

  • Notifications:

    • Snackbar Notifications: Provide real-time feedback on actions such as successful profile updates, image uploads, and error messages.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like image uploads and profile saving processes.

Managing Your Profile

Efficiently manage your personal and account information with the intuitive features available on the Profile Page. This section covers updating personal details, uploading a profile picture, configuring notification preferences, and handling critical account actions.

1. Updating Personal Information

Purpose: Keep your personal information up-to-date to ensure accurate communication and a personalized experience.

Steps to Update Personal Information:

  1. Locate the Profile Information Section:

    • Found under the Dashboard Header, this section displays your avatar, name, email, phone number, and color theme.

  2. Edit Your Name:

    • Field: "Name"

    • Action: Click on the input field to modify your full name.

    • Note: Ensure that your name is entered correctly for professional communication.

  3. Edit Your Phone Number:

    • Field: "Phone Number"

    • Action: Click on the input field to update your contact number.

    • Validation: Must be a valid 10-digit number.

    • Helper Text: "Enter a 10-digit phone number."

  4. Select Color Theme:

    • Field: "Color Theme"

    • Options: Light, Dark, System

    • Action: Use the dropdown to select your preferred theme.

    • Impact: Changes the application's color scheme to match your preference.

  5. Save Changes:

    • Button: "Save Profile"

    • Action: Click to save all updated information.

    • Loading Indicator: A CircularProgress spinner appears to indicate the saving process.

    • Confirmation: Upon successful saving, a success snackbar notification will appear.

Usage Tips:

  • Accurate Information: Ensure all fields are filled out accurately to maintain data integrity.

  • Phone Number Validation: Only enter valid 10-digit numbers to avoid errors.

  • Theme Consistency: Choose a color theme that enhances your user experience and aligns with your visual preferences.

2. Managing Profile Picture

Purpose: Personalize your account by uploading a profile picture, enhancing recognition and a sense of ownership.

Steps to Upload/Update Profile Picture:

  1. Locate the Avatar:

    • Found at the top of the Profile Information section, displaying your current profile picture.

  2. Initiate Upload:

    • Action: Click on the avatar to open the file selection dialog.

    • File Input: Hidden input field triggered by the avatar click.

  3. Select an Image File:

    • Supported Formats: .png, .jpg, .jpeg, .gif

    • Action: Choose an image file from your device.

  4. Upload Process:

    • Functionality: The selected image is uploaded to AWS S3.

    • Loading Indicator: A CircularProgress spinner displays during the upload.

    • Confirmation: Upon successful upload, the new avatar is displayed, and a success snackbar notification appears.

  5. Handle Upload Errors:

    • Error Notification: If the upload fails, an error snackbar notification will inform you of the issue.

Usage Tips:

  • Image Quality: Use high-resolution images for clarity.

  • File Size: Ensure the image size is within acceptable limits to prevent upload issues.

  • Professional Appearance: Choose a professional and appropriate image to represent your profile.

3. Configuring Notification Preferences

Purpose: Tailor how you receive notifications for different activities within the system, ensuring you stay informed in your preferred manner.

Steps to Configure Notification Preferences:

  1. Locate the Notification Preferences Section:

    • Found below the profile information, listing various notification types.

  2. Understand Notification Types:

    • Examples: Account Updates, Booking Confirmations, Payment Reminders, etc.

    • Purpose: Each type corresponds to different system activities requiring your attention.

  3. Select Notification Channels:

    • Options: Email, Text, Both, None

    • Action: Use the dropdown menus to choose your preferred channel for each notification type.

    • Default Setting: All notifications may default to 'None' if not previously configured.

  4. Save Notification Preferences:

    • Automatic Saving: Preferences are saved in real-time as you make selections.

    • Confirmation: A success snackbar notification will confirm the updates.

Usage Tips:

  • Selective Notifications: Only enable channels for notifications that are important to you to avoid information overload.

  • Security Considerations: Ensure that your email and phone number are secure to prevent unauthorized access to notifications.

  • Regular Review: Periodically review your notification settings to align with your changing preferences.

4. Viewing Software Version

Purpose: Stay informed about the current version of the RentalTide software you are using to ensure compatibility and access to the latest features.

Steps to View Software Version:

  1. Locate the Software Version Section:

    • Found below the profile and notification settings, displaying the current software version.

  2. Understand the Version Information:

    • Format: Typically follows a major.minor.patch format (e.g., 1.2.3)

    • Purpose: Indicates the release level and updates incorporated into the software.

Usage Tips:

  • Stay Updated: Regularly check the software version to be aware of new features or critical updates.

  • Compatibility: Ensure that any integrations or plugins you use are compatible with your software version.

5. Accessing the Danger Zone

Purpose: Perform critical account actions, such as deleting your account, with appropriate safeguards to prevent accidental or unauthorized modifications.

Steps to Access and Use the Danger Zone:

  1. Locate the Danger Zone Section:

    • Found at the bottom of the Profile Page, distinctly styled to highlight its critical nature.

  2. Understand the Risks:

    • Description: "Permanent modifications to your account that cannot be reversed."

  3. Delete Your Account:

    • Action Button: "Delete your account" button, styled in red to indicate caution.

    • Functionality: Initiates the account deletion process, permanently removing all associated data.

  4. Confirmation Process:

    • Prompt: A confirmation dialog or additional verification step may appear to prevent accidental deletion.

    • Action: Confirm the deletion only if you are certain about removing your account.

  5. Handle Deletion Errors:

    • Error Notification: If the deletion process encounters issues, an error snackbar notification will inform you of the problem.

Usage Tips:

  • Irreversible Action: Understand that deleting your account is permanent and cannot be undone.

  • Backup Data: Consider exporting or saving any important data before proceeding with deletion.

  • Secure Authentication: Ensure that your account is secured with strong authentication methods to prevent unauthorized deletions.

Permissions and Access Control

Access to the Profile Page is governed by a robust permissions system to ensure that only authorized users can view and manage account data.

Key Permissions:

  • profile_access: Grants access to the Profile Page and its functionalities.

  • profile_edit: Allows users to update personal information and notification settings.

  • profile_delete: Enables users to delete their accounts.

Managing Permissions:

  • Role-Based Access: Permissions are typically assigned based on user roles within the organization (e.g., Admin, Manager, Staff).

  • Verification: The Profile Page checks user permissions before rendering action buttons or enabling functionalities to prevent unauthorized access.

Usage Tips:

  • Ensure Proper Access: Verify that your user account has the necessary permissions to perform desired actions on the Profile Page.

  • Requesting Access: If you lack certain permissions but require them for your role, contact your system administrator or support team to request access.

  • Regular Audits: Periodically review and update user permissions to align with organizational changes and role evolutions.

Error Handling and Notifications

The Profile Page incorporates robust error handling and user-friendly notifications to keep you informed about the system's status and any issues that may arise.

Key Features:

  • Snackbar Notifications:

    • Provide real-time feedback on actions such as successful profile updates, image uploads, and error messages when operations fail.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like image uploads and profile saving processes.

  • Error Messages:

    • Inform users of any failures during operations like uploading images or updating profile information.

Usage Tips:

  • Immediate Feedback: Pay attention to snackbar notifications for instant updates on your actions and system status.

  • Handle Errors Promptly: Address any error messages or alerts immediately to ensure smooth operations and accurate profile management.

  • Maintain Connectivity: Ensure a stable internet connection to facilitate seamless data fetching and profile updates.

Frequently Asked Questions (FAQs)

1. How do I update my profile information?

  • Answer:

    1. Navigate to the Profile Page within your RentalTide dashboard.

    2. In the Profile Information section, click on the input fields you wish to update (e.g., Name, Phone Number).

    3. Enter the new information.

    4. Select your preferred color theme from the dropdown menu.

    5. Click the "Save Profile" button to apply the changes.

    6. A success notification will confirm that your profile has been updated successfully.

2. Why can't I edit my email address?

  • Answer:

    • The Email field is displayed as read-only to maintain account security and ensure the integrity of communication channels.

    • If you need to update your email address, contact RentalTide support for assistance.

3. How do I upload a new profile picture?

  • Answer:

    1. Click on your current avatar displayed in the Profile Information section.

    2. A file selection dialog will appear. Choose an image file (.png, .jpg, .jpeg, .gif) from your device.

    3. The image will upload automatically. A loading spinner indicates the upload process.

    4. Upon successful upload, your new profile picture will be displayed, and a success notification will confirm the update.

4. What should I do if the profile picture upload fails?

  • Answer:

    • Check File Format: Ensure that the image is in a supported format (.png, .jpg, .jpeg, .gif).

    • Verify File Size: Make sure the image size does not exceed the allowed limit.

    • Stable Connection: Ensure that you have a stable internet connection during the upload process.

    • Retry Upload: Attempt to upload the image again after addressing the above points.

    • Contact Support: If the issue persists, reach out to RentalTide support with specific error details for assistance.

5. How can I change my notification preferences?

  • Answer:

    1. In the Notification Preferences section of the Profile Page, locate the notification type you wish to configure.

    2. Use the dropdown menu to select your preferred channel (Email, Text, Both, None).

    3. The changes are saved automatically, and a success notification will confirm the updates.

6. Why am I receiving too many notifications?

  • Answer:

    • Review your Notification Preferences to ensure that only the necessary channels are enabled for each notification type.

    • Disable channels (Email, Text, Both, None) for notifications that are not essential to reduce the volume of alerts you receive.

7. Is my profile data secure on this page?

  • Answer:

    • Yes, all profile data managed through the Profile Page is securely transmitted and stored in compliance with data protection standards.

    • Access is restricted based on user permissions to ensure data privacy and security.

8. How do I delete my account from the Profile Page?

  • Answer:

    1. Scroll down to the Danger Zone section at the bottom of the Profile Page.

    2. Click on the "Delete your account" button.

    3. A confirmation dialog will appear to prevent accidental deletions.

    4. Confirm the deletion only if you are certain about permanently removing your account.

    5. Upon successful deletion, your account and all associated data will be permanently removed.

Troubleshooting

Issue 1: Unable to Save Profile Changes

  • Possible Cause: Network connectivity issues, server errors, or form validation failures.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Validate Form Fields: Ensure all required fields are filled out correctly, especially the phone number.

    3. Retry Saving: Click the "Save Profile" button again after verifying the above.

    4. Inspect Console for Errors: Open your browser’s developer console to check for any JavaScript errors.

    5. Contact Support: If the issue persists, reach out to RentalTide support with specific error details for assistance.

Issue 2: Profile Picture Not Updating After Upload

  • Possible Cause: Upload failure due to unsupported file format, large file size, or network issues.

  • Solution:

    1. Check File Format and Size: Ensure the image is in a supported format (.png, .jpg, .jpeg, .gif) and does not exceed the size limit.

    2. Verify Upload Success: Confirm that the upload process completed without errors.

    3. Refresh the Page: Reload the Profile Page to see if the new avatar appears.

    4. Clear Browser Cache: Clear your browser’s cache and try uploading the image again.

    5. Contact Support: If the avatar still does not update, contact RentalTide support with detailed information.

Issue 3: Cannot Change Color Theme

  • Possible Cause: JavaScript errors, state management issues, or UI glitches preventing theme changes.

  • Solution:

    1. Inspect Console for Errors: Open your browser’s developer console to identify any JavaScript errors.

    2. Refresh the Page: Reload the Profile Page to reset UI components and state.

    3. Disable Browser Extensions: Some extensions might interfere with UI functionalities. Disable them and try again.

    4. Clear Browser Cache: Clear your browser’s cache and attempt to change the theme again.

    5. Contact Support: If the issue persists, notify support with specific error details for further assistance.

Issue 4: Notification Preferences Not Saving Correctly

  • Possible Cause: Server-side issues, network disruptions, or form validation errors.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Retry Updating Preferences: Change the notification preferences again and observe if the changes are saved.

    3. Inspect Console for Errors: Open your browser’s developer console to check for any JavaScript or network errors.

    4. Ensure Valid Selections: Make sure that the selected notification channels are valid and supported.

    5. Contact Support: If preferences are still not saving, reach out to RentalTide support with specific error details for assistance.

Issue 5: Cannot Access the Danger Zone

  • Possible Cause: Insufficient permissions or UI restrictions preventing access to critical actions.

  • Solution:

    1. Check Permissions: Ensure your user account has the profile_delete permission.

    2. Verify UI Elements: Confirm that the Danger Zone section is visible and accessible on the Profile Page.

    3. Refresh the Page: Reload the Profile Page to reset UI components.

    4. Disable Browser Extensions: Some extensions might hide or block critical UI elements. Disable them and try again.

    5. Contact Support: If you still cannot access the Danger Zone, contact RentalTide support with detailed information for assistance.

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