Junxure Support

            User Profile Overview

            The following article covers the details of a User Profile in Junxure. For information on the User Profile management Grid, see Managing User Profiles.

            Accessing a User Profile

            To open your own User Profile, click the user icon in the upper-right of Junxure and select View Profile.

            To manage another User’s profile, use the User Profiles Grid (Settings > User Profiles).

            User Profile Sections

            The User profile is broken up into four tabs.

            • Name & Details
            • Contact Information
            • User Preferences
            • Password

            Each section is detailed below.

            Name & Details Tab

            The following fields are available in the Name & Details tab. Use the Edit button to make any changes.

            • Office: Set which Offices the User belongs to. See Managing Record Visibility through Offices for more information.
            • Username 1: The email address used to log in to Junxure. This is also the primary email address used for communication.
            • First Name 1
            • Middle Name
            • Last Name 1
            • Birth Date
            • Locked out for log in attempt failures: This box will be checked if the user has hit the limit of five bad password attempts. See Unlocking a User Account for more information.
            • Picture: A photo of the User may be uploaded from a local drive here.
            • Hire Date: Date the User began working for the firm.
            • Title: The User’s job title at the firm.
            • Role 1: Indicates the User’s primary role (or closest match) at the firm.
            • Active: If this box is checked, the User can log in and use Junxure. Each active User requires one Junxure license. See Managing Active Users and Licenses for more information.
            • Show on Advisor List: If this box is selected, the User is considered an advisor in the firm and will show in the relevant Record-level fields. The User must also be an Active User to appear in the Advisor lists.
            • FirmID: An internal code used by Junxure that cannot be changed.
            • Administrative User: User has full access rights to administrate other Users in Junxure. This includes changing passwords, unlocking users, and controlling Multi-Factor Authentication phone resets. This is not the same as belonging to any Administrator User Groups created by the firm.
            • User Groups: A list of User Groups that the User is assigned to. See Feature Security and User Groups for more information.
            • Orion Rep Codes: Used only if your firm makes use of the Orion Asset Import (API or Unattended).

            1 Required Field

            Contact Information Tab

            The content of the Contact Information tab is strictly for firm use and does not appear anywhere else in Junxure. Enter whatever employee details you feel are relevant in this section.

            Note that the User’s Primary Email is the Username set in the Name & Details tab.

            User Preferences Tab

            User Preferences largely control access to various integration services that Junxure offers.

            • Alerts: Set the Alert Popup Reminder on if you want a pop-up box in the bottom right to notify you when you have unread Alerts.
            • Document Management Setup: Used with various Document integration features. The setup documentation for your integration will direct you here if needed.
            • Email Configuration: These settings allow you to configure Junxure so you can send emails directly from within Junxure, access your calendar in Junxure, and set your default email signature. See the following for more information.
            • Integrations: The various options here are all explained as part of the setup process for the respective integrations. If your firm is using any of the available integrations, see the documentation for that particular integration to see if anything needs to be adjusted in your profile.

            Password Tab

            The Password tab allows you to change your password and challenge question (if enabled).

            Administrative Users will have additional features on this page:

            • Changing a User’s password will not require entering the current password.
            • If Multi-factor Authentication is enabled, the set phone number for the User can be cleared, allowing the User to set a new number at next login.
            A password change cannot be done if the User is Locked for failed login attempts. Check the Name & Details tab to clear this box if needed.
            Updated: 25 Feb 2019 12:02 AM
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