Account Management

In this article

• Personal Data
• Address
• Authentication
• Account Options
• Security
• Notification Settings
• Users and Roles

Access to the account management menu can be obtained by clicking on the username in the top right corner of the control panel Invapi and selecting My profile:

The My profile menu includes several tabs:

• Personal data;
• Address;
• Authentication;
• Account settings;
• Security;
• Notification setup;
• Users and roles.

Personal Data

The Personal Data section in the personal profile allows viewing and editing basic information about the account, such as:

• Type of account (personal or corporate);
• First name and last name;
• Email address;
• Phone number for two-factor authentication;
• Contact information via Skype or Telegram.

Address

The Address section in the personal profile allows adding, viewing, and updating contact addresses. Here you can specify:

• Primary residence or delivery address;
• Additional address, such as an office location or a secondary residence.

For each address, fields are provided for input:

• Country;
• Postal code;
• City;
• Main line of the address.

A user can add or modify this information by clicking on the corresponding fields and making necessary updates. After making changes, it is necessary to click on the button Update Address.

Authentication

The Authentication section in the personal profile allows managing access passwords for the account. The following features are available:

1. Password Change:

   • The current password is displayed, which a user can see but cannot directly edit.
   • To change the password, a new one must be entered into the appropriate field.
   • After entering a new password, it needs to be re-entered for confirmation.
   • Once the new password is confirmed, the system saves the changes and transitions to updated authentication.
   • This functionality allows regularly updating passwords to enhance account security. Changing a password may be necessary, for example, if there is suspicion of current password compromise.
   • After making any changes, it is necessary to click on the button Change Password.

2. Quick Authorization:

   • The quick authorization feature significantly simplifies system access without needing to remember additional passwords, enhances account security through the use of secure authentication protocols from external services, and speeds up the process of accessing the personal account.
   • Available services for quick authorization: GitHub and Google.
   • To connect, it is necessary to select the corresponding service.

Account Options

The Account Options section allows management of various parameters and options related to the account:

• Account status: a user can see the current active status of their account, in this case, it is marked as Active.
• Currency: displays the currency used for financial transactions on this account. In the example, EUR is indicated.
• Automatic payments from bank card: allows enabling and disabling automatic payment from a linked bank card. When enabled, payments will be made automatically when needed. When disabled, manual entry of card data will be required for each transaction.
• Create separate accounts for services: This checkbox gives users the ability to set up separate sub-accounts for different services or categories of expenses.
• Automatic payment from balance: This option activates automatic deduction of funds from the account balance when conditions for payment arise.

After making any changes, it is necessary to click on the button Update account options.

Information

Detailed information about setting up automatic payments can be found in the article Automatic Payment.

Security

The Security section is a comprehensive center for managing account protection, ensuring the setup of multi-level security systems. In this section, various methods of two-factor authentication (TOTP, email and SMS) are available, as well as setting a PIN code for critical operations, changing secret words for interactions with technical support, monitoring recent system logins, and managing IP address whitelists (ACL).

The Security section provides several key functions to ensure account protection:

• Last Login: Displays information about the user's last login, helping to track suspicious activity.
• IP Whitelist Management (ACL): Allows restricting access to the web panel only from specific IP addresses. This is an additional security measure that limits access from unwanted IP addresses.
• Access Lock Warning: Warns users that the system may block access if suspicious actions are detected.
• Two-Factor Authentication (2FA): Provides an extra layer of protection when logging into the system by requiring confirmation through a second factor in addition to a password:

Information

Detailed information about two-factor authentication settings can be found in the article Enabling/Disabling Two-Factor Authentication (2FA).

• PIN Code: Intended for additional protection of critical operations with servers (placing orders, reinstalling OC, canceling services, etc.):

Information

Detailed information about working with the PIN code can be found in the article Setting and Changing the PIN Code.

• Secret Word: Additional verification when contacting technical support or confirming the identity of the account owner.

Information

Detailed information on managing the secret word can be found in the article Secret Word.

After making any changes, it is necessary to click on the button Update Security Settings.

Notification Settings

This section allows management of receiving various notifications and alerts within your account.

General actions:

• Manage email notification receipt;
• Manage Telegram notification receipt.

This section provides flexible options for choosing which specific events and actions should be accompanied by notifications. The notification system covers all key actions in the account. Login attempt alerts help respond quickly to unauthorized access. When changes are made to a profile, the system sends the corresponding notification.

Users and Roles

The Users and Roles menu provides the ability to manage user accounts and access settings. In this menu it is possible:

• View and edit information about existing users, such as name, contact details, and roles.
• Create new accounts for users.
• Assign or change roles and access rights for each user.
• Configure notifications related to user accounts, for example, regarding system logins or profile changes.
• Manage security parameters, such as password requirements and two-factor authentication.

This section allows system administrators to effectively control access to data and features, ensuring an appropriate level of security.

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Some of the content on this page was created or translated using AI.