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Managing User Account Security and Delegate Information

The Manage Security Information pop-up allows you to update the security information associated with your Pangea user account, including your security code, login password, security question and answer pairs, and security codes. You can also use the Manage Security Information pop-up to update the delegate information associated with delegation profiles for your Pangea system user account. Account delegation allows you to indicate other system users that can inherit and effectively impersonate your user account for a specific period of time. In order to protect your privacy and to promote consistency with the Pangea system security policy, the Personal Information tab on the Home dashboard is not available for a delegated user who logs into Pangea using your account.

The Manage Delegated Users section only displays on the Manage Security Information pop-up if the EnableManageDelegates Metadata setting is active for your environment. Contact your system administrator for assistance with activating the EnableManageDelegates Metadata setting.
ClosedManage Security Information Fields

 

* - indicates a required field
Field Definition
My Account Information

Section that displays the following fields you can use to review or update your user account security information:

 

Field Definition
Current Password* Text field used to type the current login password for your user account. You must provide your current password in order to modify the security code, update security question and answer pairs, or change the login password associated with your user account.
4 Digits Security Code* Text field used to type the 4-digit security code used to access your user account.
Security Question 1, 2* Drop-down fields used to select security questions for your user account. Security questions are used to validate your login in the event that your account becomes locked, needs to be reset, or expires.
Answer* Text fields used to type an answer to the corresponding security questions. The values you type for these fields must be between 1 and 200 characters in length.
Change Password Checkbox used to indicate that you want to change the current login password for your user account. When you select the Change Password checkbox, the New Password and Confirm Password fields display. The value you type for the New Password and Confirm Password fields cannot match the previous password associated with your user account.
New Password* Text field used to type a new login password for your user account.
Confirm Password* Text field used to re-type the new login password for your user account.
Submit

Button used to save changes to your user account security information, refresh the Manage Security Information pop-up, and then send an automated e-mail message to the e-mail address associated with your account to inform you that your account information has been updated.

The subject line and body text for the e-mail that the Pangea system automatically sends once you update your account information is based on the values for the AccountUpdateSubjectText and AccountUpdateBodyText Metadata settings. Contact your system administrator for assistance with updating these Metadata settings.
Delegates

Section that includes the following fields you can use to create or modify delegate profiles to associate with your user account:

 

Field Definition
Create New Delegate Icon used to create a new account delegate profile.
Delegated User Name Displays the individual employee for the account delegation profile.
Start Date Displays the date by which the account delegation begins.
End Date Displays the date by which the account delegation ends.
Edit Icon used to edit the corresponding delegate profile.
Delete Icon used to delete the corresponding delegate profile.
Delegated User Name*

Text field and drop-down field used to type a portion of the last name of the individual employee to whom you want to delegate your account permissions and settings. The initial text field utilizes an incremental find and filter functionality which returns employee names that match the string of characters you type as the available options for the subsequent drop-down field.

 

System users with a user role for which the System or Security permissions are active are not eligible for account delegation. As a result, you cannot select system users associated with the user role from the Delegated User Name field when creating or modifying account delegate profiles. Contact your system administrator for assistance with updating user role permissions.
Start Date* Text field used to type the date, in MM/DD/YYYY format, by which you want the account delegation to begin. You can also click the calendar icon to select the date you want.
End Date Text field used to type the date, in MM/DD/YYYY format, by which you want the account delegation to end. You can also click the calendar icon to select the date you want.
Accept / Update Icons used to save your changes and refresh the Manage Security Information pop-up.
Cancel Icon used to cancel your changes and refresh the Manage Security Information pop-up.

You can use the Manage Security Information pop-up to do the following:

To Update User Account Security Information

  1. From any dashboard in the main Pangea portal, click the My Account hyperlink. The Manage Security Information pop-up displays.
  2. Type the current login password for your user account in the Current Password field.
  3. Modify the 4-digit security code used to access your user account in the 4 Digits Security Code field as necessary.
  4. Select the first security question for your user account from the Security Question 1 drop-down field and then type a new answer to the security question in the subsequent Answer field as necessary.
  5. Select the second security question for your user account from the Security Question 2 drop-down field and then type a new answer to the security question in the subsequent Answer field as necessary.

    6. The value you type in the corresponding Answer fields for Security Question 1 and Security Question 2 must be between 1 and 200 characters in length.
  6. Select the Change Password checkbox to display the Current Password and New Password fields, type the new login password for your user account in the New Password field, and then re-type the new password in the Confirm Password as necessary.
    7. Note

    The value you type for the Password and Confirm Password fields must adhere to the following Pangea system rules for account password complexity:

    • Must be at least 8 characters in length, depending on the PasswordMinLength Metadata setting.
    • Must contain characters that meet at least 3 of the following 4 criteria categories:
      • Upper-case letters
      • Lower-case letters
      • Numeric characters (at least 2)
      • Special characters
    • Cannot match the user name for your user account.
    • Cannot contain the user name for your user account.
    • Cannot contain your First Name
    • Cannot contain your Last Name

    The password character length rule may differ based on the current value of the PasswordMinLength Metadata setting for your client environment. Contact your system administrator for more information on the PasswordMinLength Metadata setting.

    Additionally, the value you type for the New Password and Confirm Password fields cannot match any password previously associated with your user account if you are attempting to reset your password or update your password as a result of your user account expiring.
  7. Click Submit. The Pangea system automatically sends an e-mail to the e-mail address associated with your account to inform you that your account information has been updated.

To Create an Account Delegate Profile

  1. From any dashboard in the main Pangea portal, click the My Account hyperlink. The Manage Security Information pop-up displays.
  2. Click the Create New Delegate icon. The Manage Security Information pop-up refreshes to display fields you can use to create the account delegate profile.
  3. Type a portion of the last name of the individual employee to whom you want to delegate your account permissions and settings in the Delegated User Name field and then select the employee you want from the subsequent drop-down field.

    4. System users are not eligible for account delegation if the System or Security Admin Module permissions are active for the user role associated with their user account. As a result, you cannot select system users associated with the user role when creating or modifying account delegate profiles. Contact your system administrator for assistance with updating user role permissions.
  4. Type the date, in MM/DD/YYYY format, by which you want the account delegation to begin in the Start Date field. You can also click the calendar icon to select the date you want.
  5. Type the date, in MM/DD/YYYY format, by which you want the account delegation to end in the End Date field. You can also click the calendar icon to select the date you want.
  6. Click the Accept icon.

To Modify an Existing Account Delegate Profile

  1. From any dashboard in the main Pangea portal, click the My Account hyperlink. The Manage Security Information pop-up displays.
  2. Click the Edit icon for the account delegate profile you want to modify. The Manage Security Information pop-up refreshes to display fields you can use to modify the delegate profile.
  3. Modify settings for the profile as necessary and then click the Update icon.

To Delete an Existing Account Delegate Profile

  1. From any dashboard in the main Pangea portal, click the My Account hyperlink. The Manage Security Information pop-up displays.
  2. Click the Delete icon for the account delegate profile you want to delete. A message displays to confirm whether you want to delete the account delegate.
  3. Click OK.

 

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