Profile
The Profile page is used to view and edit details relating to your personal profile and settings.
Account Information
Organisation Information
Your Roles are listed here, along with the name and description of the Organisation you belong to.
The Name and Description fields are only editable by the Org Owner role.
User Information
Your Username and Email provided during account creation are displayed here. These cannot be edited.
Your Name is also shown here, used throughout the application as your display name, along with your Timezone, which controls how all system dates and times are displayed. Both fields can be edited.
Terms of Service
A link is provided to the latest version of the FraudShield Terms of Service that you have agreed to, along with the date and time of agreement.
Password & Security
Change your current password by entering your current password followed by your new password twice.
Multi-Factor Authentication (MFA)
Multi-Factor Authentication (MFA) adds an additional layer of security to your account by requiring a one-time password (OTP) generated by an authenticator app when signing in. This ensures that even if your password is compromised, your account remains protected.
Setting Up MFA
To enable MFA, expand the Authenticator app section. Authenticator apps such as Google Authenticator or Microsoft Authenticator can be used to generate the required one-time passwords.
- Scan the QR code displayed on screen using your authenticator app.
- If you are unable to scan the QR code, select the copy icon to copy the setup key and enter it manually in your authenticator app.
- Once configured, enter the verification code generated by your app into the Verification code field.
- Select Verify to complete setup.
Once successfully verified, the Authenticator app status updates to Configured.
If you lose access to your TOTP device, you cannot sign in. Contact your administrator or the Nexiant support team to reset your MFA settings.
Disabling MFA
If MFA is Configured, a Disable button appears in the Authenticator app section. Selecting this removes MFA from your account and you are no longer prompted for a one-time password when signing in.
For security purposes, disabling MFA requires a recent sign-in. If your current session is not recent enough, you are prompted to log out and sign back in to complete the action. Select Log Out to proceed, or Cancel to return without making any changes.
Preferences
Application
This section allows you to change your application preferences:
- Default Case Risk Score - There are four types of risk score. Selecting an option here sets that risk score as the default on the case list page.
- Customer filter by - Customer information can be filtered in two ways. Selecting an option here applies it by default when viewing a customer profile.
- Production/test environment banner - By default, a banner appears at the top of the screen showing which environment you are currently in. If you dismissed this notification permanently, you can re-enable or disable it using this toggle.
- Hide Empty Fields - Controls whether empty (null) fields are shown when viewing transaction or customer details. Two toggles are available: Transaction Details and Customer Details. Both default to Show. Changes here are also reflected by the inline toggle on each respective page.
Email Notifications
This section allows you to change your email notification preferences:
- Batch Upload
- Batch File Finished - Get notified when a batch you have submitted has finished processing with a detailed report on the batch summary and cases that have been created.
- Default status of Enabled.
- Batch File Finished - Get notified when a batch you have submitted has finished processing with a detailed report on the batch summary and cases that have been created.
- Cases
- Case Created by Current User - Get notified when a case is created either by a batch you submitted or using your API key. You can select the Case Risk Levels required for the case to trigger a notification. Emails are sent as a summary of cases generated in 10-minute intervals.
- Default status of Disabled. Note: this can cause a lot of emails to be sent, enable only if required.
- Multi-select options of Urgent, High, Medium, Low.
- Case Created by All Users - Get notified when a case is created either by a batch submission or API call that any user in your organisation submitted. You can select the Case Risk Levels required for the case to trigger a notification. Emails are sent as a summary of cases generated in 10-minute intervals.
- Default status of Disabled. Note: this can cause a lot of emails to be sent, enable only if required.
- Multi-select options of Urgent, High, Medium, Low.
- Case Assignee Updated - Get notified when a case is either assigned or unassigned to you.
- Default status of Enabled (changed from Disabled in v1.5.0).
- Case Created by Current User - Get notified when a case is created either by a batch you submitted or using your API key. You can select the Case Risk Levels required for the case to trigger a notification. Emails are sent as a summary of cases generated in 10-minute intervals.
To manage user roles and invite team members, see the Users page.