Skip to content

Commit 6a3883b

Browse files
kimsaucejpipkin1
andauthored
Update Account Preferences (#5172)
* Update Account Preferences * Update docs/get-started/account-settings-preferences.md Co-authored-by: John Pipkin (Sumo Logic) <[email protected]> * Update docs/get-started/account-settings-preferences.md Co-authored-by: John Pipkin (Sumo Logic) <[email protected]> --------- Co-authored-by: John Pipkin (Sumo Logic) <[email protected]>
1 parent 9d9e093 commit 6a3883b

File tree

4 files changed

+64
-60
lines changed

4 files changed

+64
-60
lines changed

docs/get-started/account-settings-preferences.md

Lines changed: 64 additions & 60 deletions
Original file line numberDiff line numberDiff line change
@@ -9,11 +9,12 @@ import useBaseUrl from '@docusaurus/useBaseUrl';
99

1010
<img src={useBaseUrl('img/icons/business/user-permissions.png')} alt="icon" width="50"/>
1111

12-
You can review and update your account settings and login credentials at any time in your user **Preferences**. The **Preferences** page contains settings that apply to your account only and do not affect other users in your organization.
12+
You can review and update your personal account settings and login credentials at any time. The **Preferences** page contains settings that apply only to your account and do not affect other users in your organization.
1313

14-
To access preferences:
15-
1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select your username and then **Preferences**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the top menu, select your username and then **Preferences**.
16-
1. Update your preferences as needed. <br/><img src={useBaseUrl('img/get-started/preference-settings.png')} alt="Preferences" style={{border: '1px solid gray'}} width="600" />
14+
## Accessing preferences
15+
16+
1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select your username and then **Preferences**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the top menu, select your username and then **Preferences**.
17+
1. Update your preferences as needed.
1718

1819
## My Profile
1920

@@ -24,53 +25,51 @@ Under **My Profile**, the following information is displayed:
2425
* **Email**. The email address associated with your account.
2526
* **Password**. The password you entered when activating your account. You can reset your password.
2627
* **Organization ID**. Your Sumo Logic org ID.
27-
* **Roles** - The Sumo Logic [roles](/docs/manage/users-roles/roles/add-remove-users-role/) assigned to your user account.
28+
* **Roles**. The Sumo Logic [roles](/docs/manage/users-roles/roles/add-remove-users-role/) assigned to your user account.
2829

29-
### Change Email address
30+
If you're an Administrator, you can [manage users/roles, change user passwords](/docs/manage/users-roles), and more.
3031

31-
As a Sumo Logic user, you can change your own email address as necessary.
32+
### Change email address
3233

33-
1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select your username and then **Preferences**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the top menu, select your username and then **Preferences**.
34-
1. Under the **My Profile** section, click **Change Email**.<br/>![Change email](/img/get-started/change-email.png)
35-
1. In the **Change Email Address** dialog, enter your new email address, and then follow the verification steps.
34+
1. Access your [Preferences](#accessing-preferences).
35+
1. Under **My Profile**, click **Change Email**.
36+
1. In the dialog that appears, enter your new email address and follow the verification steps.
3637

3738
### Change password
3839

39-
To change your password:
40-
41-
1. [**Classic UI**](/docs/get-started/sumo-logic-ui-classic). In the main Sumo Logic menu, select your username and then **Preferences**. <br/>[**New UI**](/docs/get-started/sumo-logic-ui). In the top menu, select your username and then **Preferences**.
40+
1. Access your [Preferences](#accessing-preferences).
4241
1. Under **My Profile**, click **Change Password**.
4342
1. Enter your current password, and then enter the new password twice to verify it.
44-
1. Click **OK** to finish resetting your password.
45-
46-
### Forgot password
43+
1. Click **OK** to finalize the change.
4744

48-
Forgot your password? You can reset it from the login screen.
45+
Admins can [reset passwords](/docs/manage/users-roles/users/reset-user-password) on behalf of users in their org.
4946

50-
<img src={useBaseUrl('img/get-started/reset-password.png')} alt="Reset password" style={{border: '1px solid gray'}} width="300"/>
51-
52-
:::info For Administrators
53-
[Learn more](/docs/get-started/onboarding-checklists/#users-roles-and-security) about managing users/roles and more Administrator settings.
54-
:::
47+
You can also reset your from your login screen by clicking **Forgot your password?**.
5548

5649
## My Security Settings
5750

58-
You can enable 2-Step Verification and view backup codes here. This section displays only if an administrator has made 2-Step Verification required for your organization. See [2-Step Verification for Administrators](/docs/manage/security/2-step-verification-admins/).
51+
This section allows you to enable 2-step verification and view backup codes.
52+
53+
:::note
54+
This section appears only if an administrator has made 2-step verification mandatory for your organization. For more information, see [2-Step Verification for Administrators](/docs/manage/security/2-step-verification-admins/).
55+
:::
5956

60-
To set up 2-Step Verification, you will need to install a Time-Based One-Time Password (TOTP) application, which will automatically generate an authentication code that changes after a certain period of time.
57+
To set up 2-Step Verification, you will need to install a Time-Based One-Time Password (TOTP) app, which will automatically generate an authentication code that changes after a certain period of time.
6158

6259
1. Download one of the following apps:
63-
- For Android, iOS and Blackberry. [Google Authenticator](https://support.google.com/accounts/answer/1066447?hl=en).
64-
- For Android and iOS. [Duo Mobile](https://duo.com/product/trusted-users/two-factor-authentication/duo-mobile).
65-
- For Windows Phone. [Authenticator](https://www.microsoft.com/en-us/store/p/authenticator/9wzdncrfj3rj).
66-
1. Scan the QR code displayed on your screen with your TOTP App.
67-
1. After the TOTP App is configured, enter two consecutive authentication codes.
60+
- For Android, iOS and Blackberry: [Google Authenticator](https://support.google.com/accounts/answer/1066447?hl=en).
61+
- For Android and iOS: [Duo Mobile](https://duo.com/product/trusted-users/two-factor-authentication/duo-mobile).
62+
- For Windows Phone: [Authenticator](https://www.microsoft.com/en-us/store/p/authenticator/9wzdncrfj3rj).
63+
1. Scan the QR code displayed on your screen with your TOTP app.
64+
1. After the TOTP app is configured, enter two consecutive authentication codes.
6865

6966
## My Preferences
7067

71-
Preference settings are only changed for your personal account; they do not affect any other users in your organization. Any changes you make to your preferences take effect the next time you sign in, not during the current session.
68+
These settings apply only to your personal account and do not affect other users in your organization. Changes take effect the next time you sign in.
69+
70+
### Timezone and Date Format
7271

73-
### Default Timezone
72+
#### Default Timezone
7473

7574
If you want the Sumo Logic user interface to use your local time zone, or a time zone different from the time zone used in the timestamp of your log messages, change the setting here. This is a personal setting, and does not change the time zone for anyone else in your organization.
7675

@@ -80,67 +79,72 @@ This option overrides the timezone set in your web browser, and affects all hour
8079

8180
This setting is enabled by default. To not show the timezone offset in displayed timestamps, deselect this checkbox.
8281

83-
### Date format
82+
#### Date format
8483

8584
Select from the following international date format options:
85+
8686
* Use the browser's default date format.
8787
* MM/DD/YYYY (04/22/2015)
88-
* DD/MM/YYYY (22/04/2015
88+
* DD/MM/YYYY (22/04/2015)
8989
* YYYY/MM/DD (2015/04/22)
9090

9191
:::danger
92-
If you change the date format option, it will affect your saved searches in the Library. Any saved searches that use absolute dates for their time range must be modified to use the new date format. Scheduled searches will continue to run properly. You would need to modify the date format only if you rescheduled the search.
92+
Changing the date format option will affect your saved searches in the Library. Any saved searches that use absolute dates for their time range must be updated to reflect the new format. Scheduled Searches will continue to run as expected, but you will need to modify the date format if you reschedule a search.
9393
:::
9494

95-
### Web session Timeout
96-
97-
Choose an option to set the length of time before your Sumo Logic session times out. Options include 5 minutes to 7 days. For information on web session timeouts and Multi-account Access, see [Multi-account Access].
95+
### General Settings
9896

99-
### Receive email notifications whenever content is shared with you
97+
#### Receive email notifications whenever content is shared with you
10098

10199
Receive an email when [content is shared with you in Sumo Logic](/docs/manage/content-sharing/), such as log searches, metric searches, dashboards, and folders.
102100

103-
### Enable keyboard shortcuts
101+
#### Enable keyboard shortcuts
104102

105-
[Keyboard shortcuts](/docs/get-started/keyboard-shortcuts) are enabled by default. Press ? to see the list of shortcuts. To disable keyboard shortcuts, for example, if they conflict with an international keyboard, deselect the checkbox.
103+
[Keyboard shortcuts](/docs/get-started/keyboard-shortcuts) are enabled by default. Press **?** to see the list of shortcuts. To disable keyboard shortcuts, for example, if they conflict with an international keyboard, deselect the checkbox.
106104

107105
:::note
108-
Keyboard shortcuts are disabled when typing in the [search text box].
106+
Keyboard shortcuts are disabled when typing in the [search text box](/docs/search/get-started-with-search/search-page/).
109107
:::
110108

111-
### Automatically run the search after selecting it from a list of saved searches
109+
### Web Session Timeout
112110

113-
Keep this option selected if you'd like to run a saved search as soon as you select it. Deselect the option if you'd like to start the search manually.
111+
Choose how long your Sumo Logic session remains active before timing out. Options range from 5 minutes to 7 days.
114112

115-
### Show confirmation dialog when closing a search tab
113+
For details on web session timeouts and Multi-Account Access, see [Multi-Account Access](/docs/manage/users-roles/users/multi-account-access).
116114

117-
On the Search page, if you want to be prompted with a confirmation dialog before you can close a search tab, select this checkbox.
115+
### Theme
118116

119-
### Enable autocomplete
117+
Select to show the user interface in a **Dark theme** or **Light theme**.
120118

121-
Use `<Esc>` or `<Alt>` `<Space>` to open it manually) Keep this option selected if you'd like to open the [search autocomplete](/docs/search/get-started-with-search/search-basics/search-autocomplete) dialog when you are editing a query. Deselect the option to disable the search autocomplete dialog.
119+
This setting applies only to the user interface in the [Automation Service](/docs/platform-services/automation-service/), [Cloud SIEM](/docs/cse/), and [Cloud SOAR](/docs/cloud-soar/). A global setting is not supported at this time.
122120

123-
### Reopen previous tabs upon login
121+
You can also apply a [dark theme specifically for dashboards](/docs/dashboards/about/#dark-theme).
124122

125-
If you want to reopen the tabs from your previous session when you login to a new session, select this checkbox.
123+
### Query Editing
126124

127-
### Theme
125+
Select how you want to execute and format queries:
128126

129-
Select to show the user interface in a **Dark theme** or **Light theme**.
127+
* **Return** to run the query, **Shift + Return** to create a new line. Suggestions appear automatically. Use **Tab** or **Enter** to select a suggestion.
128+
* **Command + Return** to run the query, **Return** to create a new line. Suggestions appear as you type. Use **Tab** to select a suggestion.
130129

131-
This setting only applies to the user interface in the [Automation Service](/docs/platform-services/automation-service/), [Cloud SIEM](/docs/cse/), and [Cloud SOAR](/docs/cloud-soar/).
130+
After making any changes, click **Save**.
132131

133-
:::note
134-
You can also set a dark them or light theme for dashboards. See [Dark Theme](/docs/dashboards/about/#dark-theme).
135-
:::
132+
### Log Search
136133

137-
### Query Editing
134+
#### Show confirmation dialog when closing a tab
135+
136+
On the Search page, enable this option if you want to be prompted with a confirmation dialog before you can close a search tab.
137+
138+
#### Enable autocomplete
139+
140+
Keep this option selected to automatically open the search autocomplete dialog when editing a query.
141+
142+
* To manually open the dialog, use `<Esc>` or `<Alt>` `<Space>`.
143+
* Deselect this option to disable [search autocomplete](/docs/search/get-started-with-search/search-basics/search-autocomplete).
138144

139-
Select one of the following options:
140-
- `<Enter>` runs the query, `<Alt>` `<Enter>` creates a new line.
141-
- `<Alt>` `<Enter>` runs the query, `<Enter>` creates a new line.
145+
#### Automatically run the search after selecting it from a list of saved searches
142146

143-
If you have changed any settings, click **Save**.
147+
By default, saved searches run automatically when selected. Deselect this option if you prefer to start searches manually.
144148

145149
### Alert Notifications and Alerts List
146150

-56.9 KB
Binary file not shown.
-480 KB
Binary file not shown.
-47.3 KB
Binary file not shown.

0 commit comments

Comments
 (0)