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First sign-in and profile setup

Goal. Sign in to the cabinet, check your data, and set up the cabinet for yourself.

Who does it. Every new employee.

What you need before starting. The cabinet address, a login, and a password from the administrator. If you do not have an account yet, contact the administrator: “Users and roles”.

Time. 10–15 minutes.

Step 1. Sign in to the cabinet​

  1. Open the cabinet address in the browser.
  2. Click Sign in. The Keycloak page opens.
  3. Enter the login and password and confirm.

Result. The My work page opens. Detailed description: “Signing in to the cabinet”.

If it did not work.

SymptomCauseAction
The password is not acceptedWrong layout, Caps Lock, wrong passwordCheck the input. Reset the password in Keycloak
After signing in there is almost nothing in the menuYour role has few permissionsContact the administrator: “Roles and access”
The sign-in page does not openNo network or a VPN is neededCheck the connection

Step 2. Check your profile​

  1. In the header on the right, click Profile.
  2. On the Personal information tab, check your last name, first name, patronymic, phone, and username.
  3. Correct wrong data.
  4. Click Save.

Result. The cabinet shows “Profile updated”.

Notes.

  • Email is shown in gray and cannot be changed: it comes from Keycloak. If the address is wrong, contact the administrator.
  • Username: Latin letters, digits, dot, underscore, hyphen, from 2 to 64 characters. The “@” sign and spaces are not allowed.

More: “Profile”.

Step 3. Choose the language and theme​

  1. In the header, click EN or RU to choose the interface language.
  2. Click the moon or sun icon to choose the dark or light theme.

Result. The choice is saved in the browser. On another browser or device, repeat the choice.

Step 4. Set up notifications​

  1. Open Profile → Notification settings.
  2. Turn off the events you do not want to hear about, and for the enabled events choose delivery channels.
  3. Open Profile → Notification channels and connect the channels you need (Telegram, Element, browser push).

The detailed process: “Notification setup”.

Step 5. Check your sessions​

  1. Click My sessions in the header.
  2. Find the row with the Current label: this is your sign-in right now.
  3. If there are unfamiliar devices, end them with the Revoke button.

More: “My sessions”.

Step 6. Find your tasks​

  1. Open Work → Workspace.
  2. Choose the List view and the All slice.
  3. If the list is empty, no tasks are assigned to you yet. Tasks are assigned by the project manager.

More: “My work”.

Step 7. Finish the work​

On a personal computer, signing out is not required. On someone else's computer, click Sign out in the upper-right corner.

How to check the result​

  • You see the “My work” page.
  • Your profile has the correct last name, first name, and phone.
  • There are no unfamiliar devices in “My sessions”.
  • The needed events are selected on the profile's “Notification settings” tab.

What next​