User Profile¶

The user profile in calServer allows you to manage personal data, security settings, and API access. The following sections describe all functions and areas of the profile management.

Profile Details¶

Here, basic user information can be entered or changed.

Fields:

First Name / Last Name -- The full name of the user
Password / Confirm Password -- Option to change the password
Email -- The registered email address
Phone -- The stored phone number
Company -- Associated organization or company

Note

Required fields are marked with a red asterisk (*).

Profile Picture¶

Option to upload a profile picture
Images can be uploaded via drag and drop or using the "Browse Files" button
The current image can be removed using the delete function

Signature¶

Here, a digital signature can be saved or changed
The signature can be created directly using mouse or touch input
The signature can be reset using "Clear"

Certificates¶

Certificate Info: A certificate description can be stored here
Self-Signed Certificate: Option to upload your own certificate
Signature Details: Additional information about the electronic signature

After making changes to the profile information, you must press the Save button at the bottom to apply the changes.

Contact Details¶

Here, additional contact information can be stored.

Input Fields:

Identifier / Department -- Identification within the company
Name -- Name of the contact
Street, Postal Code, City -- Address of the contact

Functions:

Reset Filters -- Clears set filters
Customize Columns -- Adjustment of visible columns
Add Contact -- Adds a new contact
Actions Menu -- Management of individual contacts
Delete Selected -- Removes selected contacts from the list

Mailer Actions¶

In this area, you can enable or disable automatic email notifications.

Note

The options displayed here depend on the individual settings in the email management.

Functions:

Enable/disable automatic email notifications -- Each option represents an automated email that can be sent through the system.
Different content depending on the notification -- Some emails contain notifications about system events, while others provide reports or lists (e.g., as CSV or Excel attachments).

All changes must be applied using the Save button.

Start Settings¶

Here, the default values for the user view can be configured.

Settings:

Default Page Size -- Number of displayed entries per page
Status Start Filter -- Sets the default filter for the inventory status (e.g., "All", "Active Only", "Deleted", "Deactivated")
Customer Start Filter -- Determines which customer account is displayed by default in the inventory grid

No.	Setting	Description
①	Default Page Size	Number of displayed entries per page in the grid.
②	Status Start Filter	Default filter for the inventory status (e.g., "All", "Active Only", "Deleted").
③	Customer Start Filter	Determines which customer account is displayed by default in the inventory grid.

Note

If an account has multiple customers assigned, the entry selected here is set as the default filter for the grid. Likewise, the status filter can be configured to display only certain device types (e.g., active or deactivated devices).

Optionally, email notifications for the support module can be enabled.

Changes must be saved to take effect.

Generate API Key¶

Here, an individual API key for using the REST API can be created.

Functions:

Show API Key -- Displays the already generated API key
Generate Button -- Creates a new API key
Save Button -- Saves the new API key

Important

An API key is used for authentication in API requests. It should not be shared.

Table Settings¶

Via the table settings in the user profile, you can customize the display of grids. Detailed information about configuring table filters can be found under The Grid.

Help and Support¶

Via the Help and Support area in the user profile, you can access the integrated documentation and the ticket system.