User Profile

The Personal Information tab displays the user's name, email, and contact information. You must contact a site administrator to change any of this information.

The Password Management tab allows you to change your Advantage password. You must enter your current password in the Current Password field and then enter your new password in the New Password and Confirm Password fields. Select Save to save your new password. If the DISABLE_SELF_PASSWORD_RESET parameter on ERP Application Parameter (ERPCTRL) is set to true, then this tab is not available.  

The Security Question Management tab allows you to set up a security question and answer that will be used if you forget your Advantage password or you get locked out of Advantage. Select Save to save your changes to this tab.

The Preferences tab allows you to modify your usability preference settings. Select Save to save your changes to this tab. Any changes made to the flags in this section will take effect after you log out and log back in:

• Enable Auto Tabbing – This flag allows you to specify your usability preference setting for tabbing. If the Enable Auto Tabbing check box is selected, then you can skip icons, such as the calendar icon and the pick list icon, while tabbing. Once you save the preference, it stays until you change it. This feature is applicable across all transactions and pages in Advantage.

• Minimize Information Tabs – This behavior allows you to specify whether you want the information area for all tabs to be minimized or expanded. When minimized, only the first line of information is displayed (including the attachment count, if any). When you expand the tab information for a page, then the change will remain for that page until you log out. Similarly, when you collapse the tab information for a page, then the change will remain for that page until you log out.

• Hide Toolbar and Pagination – If you choose to show the toolbar and pagination area of a read only grid for a page, then the change will remain for that grid until you log out. Similarly, if you choose to hide the toolbar and pagination area of a read only grid for a page, then the change will remain for that grid until you log out. This feature is not available for widgets or grids accessed via a Switcher.

• Enable Field DB Help – If your site has enabled the Field DB Information feature by setting the ENABLE_FIELD_DB_HELP parameter on the ERP Application Parameters (ERPCTRL) page to true, then users have the option to enable or disable this feature via the Enable Field DB Help check box. If ENABLE_FIELD_DB_HELP is true and you have selected the Enable Field DB Help check box, then you will see a dotted underline on the caption of all fields in the application that support this feature. When you hover over the field title the system will display a pop-up containing the field’s database information. Refer to the “View Field Database Information” topic in the CGI Advantage System Administration Guide for more information and limitations.

• Enable Recent Searches for Global Search – If your site has enabled the ENABLE_ADVANCED_GLOBAL_SEARCH parameter on the ERP Application parameter (ERPCTRL) page (that is, set to true), then users have the option to enable or disable the Recent Searches feature via the Enable Recent Searches for Global Search check box. The default value for the Recent Searches for Global Search check box is not checked (false). If a user selects the Recent Searches for Global Search check box, then the user will see the Recent Searches section in the Global Search results drop-down. The Recent Searches section displays the user’s 5 most recent searches. 

The Change Alert Notification Settings tab allows you to change your Alert Email Notification setting, Alert SMS Notification setting, Phone Number, and your Email Address for receiving the notifications. The Alert Email Notification and Alert SMS Notification feature provides the ability for you to receive an email and SMS respectively, when an alert is sent in Advantage. Select Save to save your changes to this tab.

The Business Roles Preferences tab allows you to select your primary Business Role. Out of the Business Roles assigned to you, select the drop-down value as Yes in the Primary field for the Business Role that you want to keep the default. Once selected, select Save to apply the changes. The next time you login to the application, the selected Business Role will load as the default. You also have the flexibility to display the other assigned Business Roles in the display order of your choice. Please provide a numeric and chronological display order per your need to the assigned Business Roles. This tab can be accessed at any given time to update your primary Business Role and display orders.

The Dual Factor Authentication tab allows you to select the default Authentication type based on options set up in the ADV30Param.ini file. The valid values are Email, Phone, and Google Authenticator. 

If the sites supports app-based (Google) authentication, the Activate button will be visible. You can register your account with the Google Authenticator app by clicking on the Activate button and following the instructions on the screens. Once Google Authenticator is activated, the button will be renamed to Re-Activate, and Authentication type will be included as an option in the drop-down menu for authenticator types. 

The Dual Factor Authentication tab will only be visible if the site has enabled Dual Factor Authentication in ADV30Param.ini.

When DFA is enabled in the ADV30Params.ini configuration file, users are redirected to the DFA verification screen after successfully entering their User ID and Password during the login process. This screen allows users to select from the configured authentication methods, which can include Email, Phone, Google Authenticator, or all of the above.

If a phone number is provided, the "Phone" option will be available. Selecting this option triggers an SMS containing the access code. If the site supports app-based authentication, the "Google Authenticator" option will appear. A link labeled “Activate Now” will also be displayed, which leads users to the setup instructions for Google Authenticator (refer to the “Setting up Authentication with Google Authenticator" section in the Dual-Factor Authentication Configuration Guide).

Once DFA is enabled and the User ID and password are authenticated on the Login page, the system navigates users to a screen where they can choose their preferred method for receiving the verification token. If no preference is selected, the default option is used.

If the "Google Authenticator" option is chosen and configured, the user will receive a prompt to open the Google Authenticator app on their device. The system will provide a time-sensitive code within the app, which the user must enter into the Access Code field on the Sign-In Verification page. Once the correct code is entered, the user can click Verify to complete the login process.

For email or phone verification, a token is sent to the registered email or phone number, and the Access Code field will appear, prompting the user to enter the received token.

A countdown timer is displayed beneath the Access Code field for email/phone options. The token must be entered before the timer reaches 0:00. The Resend button can be used to send a new token to the email or phone number selected earlier.

For Google Authenticator, however, there is no timer, codes are valid for a limited time (typically 30 seconds) before they expire, and the user must enter a new code if the current one expires. After entering the correct code from the Google Authenticator app, the user clicks the Verify button to complete the login process.

Note: If the token is invalid or expired, the system will prevent the user from logging in. In this case, the user must click the Resend button on the validation screen to receive a new token for email/phone. For Google Authenticator, the user must fetch a new code from the app if the current code has expired.