My Account

The My Account section allows users to manage and personalize their Xtracta experience. From here, users can update their profile information, set preferences such as language and time format, configure security settings like Two-Factor Authentication (2FA), and manage API keys. Users can also view their assigned groups, set their primary group, and review workflows and permissions linked to their account.

This section contains a form that can be used to change the user’s profile picture, name, email address, company name, and phone number.

In this section, users can customize how they view and interact with the Xtracta portal:

• Language: Sets the portal language. Currently, only English is supported.
• Locale: Determines how time is displayed when viewing documents, such as in File Tracking, Received Time, and Last Activity.
• Datetime Format: Allows users to choose their preferred time format for displaying recorded timestamps in the portal.
• Scroll on Tab Press: When enabled, users can navigate between fields in the ELS using the Tab key on their keyboard.

To access the Xtracta Mobile App, users must log in with their username and password. This section provides a QR code that can be scanned to log in quickly. The QR code expires every 60 seconds. However, once logged in, the user will remain signed in and will not be logged out automatically.

Xtracta provides API keys for both users and groups to authenticate API calls. This section is only accessible to the currently logged-in user, and the API key displayed is linked directly to their account credentials.

Two-Factor Authentication (2FA) adds an extra layer of security when accessing the Xtracta app. Each time a user logs in, they must enter a unique six-digit code. Without this code, login will not be possible.

To activate 2FA, you’ll need an authenticator app that generates the six-digit code. While any authenticator app can be used, Xtracta recommends using a trusted option such as Google Authenticator, which is available from the Apple App Store and Google Play.

2FA can also be enforced for all users within a group. If required, the Xtracta support team can enable this setting.

1. Enable it by changing the slider from OFF to ON.
2. This configuration requires the current password for the account.
3. A QR code will be provided. Open the authenticator app and use it to scan the code.
4. Once the code is scanned, the app will generate a new code every 30 seconds.
5. To complete this process, enter the code showing on the user's app.
6. After the code is entered, 2FA will be enabled and required for every login.

Once enabled, 2FA will be required for every login.

After logging in, users have the option to “Trust This Device,” which will bypass 2FA verification on that device for the next 30 days. After this period, 2FA will be required again.

The options are described below:

• Skip: Xtracta does not save any information about the device, so 2FA is required every time you log in.
• Do Not Trust: Xtracta marks the device as ‘risky,’ and 2FA will be required at every login.
• Trust: Xtracta marks the device as ‘trusted,’ allowing you to skip 2FA verification on this device for 30 days.

Xtracta recommends keeping 2FA enabled while the user remains active. If you need to disable it, please consult local security policies before proceeding.

To disable 2FA:

1. Toggle the slider from ON to OFF.
2. Enter the account password to confirm the change.
3. Provide the latest verification code from the authenticator app.
4. Once verified, 2FA will be disabled and no longer required at login.

If a user loses access to their authenticator app, they can recover their 2FA by using their registered email address.

Administrators have the ability to disable 2FA for other users, which is useful if a user has lost access to their authenticator app.

• Navigate to the Admin tab and open the Users section.
• Search for the user and select Disable 2FA.

In this section, users can view, search, and edit the groups they belong to.

• Primary Group: Identifies the main group the user belongs to, especially when multiple groups or subgroups exist within Xtracta.
• Admin: Users with this status have full permissions to manage workflows, users, groups, and databases.

This section displays all workflows assigned to the user along with their associated permissions.

By default, users are not assigned to any workflows. An administrator must grant workflow permissions and configure access to queues and features.

Administrators have full access to workflows, and when assigned, their role will be shown as Workflow Admin by default.