90a5a028ad
- HelpKnowledgeBase: passkey entry under USER PROFILE section with full how-it-works detail (setup, login flow, browser requirements, account-lock enforcement, per-device management) - UserProfile help article: new Passkeys & Biometrics section between Two-Factor Auth and Appearance, with setup steps, login steps, browser compatibility note, and lost-device warning - TOC nav link added to UserProfile article sidebar Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
292 lines
16 KiB
Plaintext
292 lines
16 KiB
Plaintext
@{
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ViewData["Title"] = "Your Profile";
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}
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<div class="d-flex align-items-center gap-2 mb-3">
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<a asp-controller="Help" asp-action="Index" class="btn btn-sm btn-outline-secondary"><i class="bi bi-arrow-left"></i></a>
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<nav aria-label="breadcrumb">
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<ol class="breadcrumb mb-0">
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<li class="breadcrumb-item"><a asp-controller="Help" asp-action="Index">Help</a></li>
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<li class="breadcrumb-item active">Your Profile</li>
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</ol>
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</nav>
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</div>
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<div class="row g-4">
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<div class="col-lg-9">
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<section id="overview" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-info-circle text-primary me-2"></i>Overview
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</h2>
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<p>
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Your profile page is where you manage your personal account settings — the information that
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identifies you in the system, your login credentials, your profile photo, and how the
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application looks on your screen.
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</p>
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<p>
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To open your profile, click your avatar or name in the top-right corner of any page and select
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<strong>My Profile</strong> from the dropdown menu. You can also navigate directly to
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<strong>/Profile</strong>.
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</p>
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<p>
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Profile changes only affect your own account. To change another user's details, an
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Administrator must do so from the User Management section.
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</p>
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</section>
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<section id="updating-profile" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-pencil-square text-primary me-2"></i>Updating Your Profile
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</h2>
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<p>
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The <strong>Profile</strong> tab on your profile page lets you update your contact information.
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This is the name and email address other users see when your account is mentioned in the
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system (for example, in audit logs and job assignments).
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</p>
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<p>To update your profile:</p>
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<ol class="mb-3">
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<li class="mb-1">Go to your profile page.</li>
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<li class="mb-1">Click the <strong>Profile</strong> tab (it may be open by default).</li>
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<li class="mb-1">
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Update any of the following fields:
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<ul class="mt-1">
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<li><strong>First Name</strong> and <strong>Last Name</strong> — your display name across the system.</li>
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<li><strong>Email Address</strong> — used for login and system notifications. Must be a valid email format and unique in the system.</li>
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<li><strong>Phone Number</strong> — optional; your direct contact number.</li>
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<li><strong>Job Title</strong> — optional; displayed on your profile card.</li>
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</ul>
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</li>
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<li class="mb-1">Click <strong>Save Changes</strong>.</li>
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</ol>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
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<div>
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<strong>Important:</strong> If you change your email address, you will need to use the new
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address to log in next time. Make sure you type it correctly before saving.
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</div>
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</div>
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</section>
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<section id="changing-password" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-key text-primary me-2"></i>Changing Your Password
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</h2>
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<p>
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You can change your password at any time from the <strong>Security</strong> tab on your profile page.
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It is good practice to use a strong, unique password that you do not use on other websites.
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</p>
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<p>To change your password:</p>
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<ol class="mb-3">
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<li class="mb-1">Go to your profile page and click the <strong>Security</strong> tab.</li>
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<li class="mb-1">Enter your <strong>Current Password</strong> to confirm it is you.</li>
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<li class="mb-1">Enter your <strong>New Password</strong>.</li>
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<li class="mb-1">Enter the new password again in the <strong>Confirm New Password</strong> field.</li>
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<li class="mb-1">Click <strong>Change Password</strong>.</li>
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</ol>
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<h5 class="fw-semibold mt-4 mb-2">Password Requirements</h5>
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<p>Your new password must meet all of the following requirements:</p>
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<ul class="list-unstyled mb-3">
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<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least <strong>8 characters</strong> long</li>
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<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least one <strong>uppercase letter</strong> (A–Z)</li>
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<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least one <strong>lowercase letter</strong> (a–z)</li>
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<li class="mb-1"><i class="bi bi-check-circle-fill text-success me-2"></i>At least one <strong>digit</strong> (0–9)</li>
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</ul>
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<p>
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Example of a strong password: <code>ShopFloor2025!</code> — long, mixed case, has a number,
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and easy for you to remember but hard to guess.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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If you have forgotten your current password and cannot log in, use the
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<strong>Forgot your password?</strong> link on the login page, or ask an Administrator to
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reset it for you from User Management.
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</div>
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</div>
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</section>
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<section id="profile-photo" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-camera text-primary me-2"></i>Profile Photo
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</h2>
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<p>
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Your profile photo appears in the top navigation bar, on your profile page, and anywhere
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your account is displayed in the system. Adding a photo makes it easier for your colleagues
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to identify who is responsible for a job or record.
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</p>
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<h5 class="fw-semibold mt-3 mb-2">Uploading a Photo</h5>
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<ol class="mb-3">
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<li class="mb-1">Go to your profile page and click the <strong>Photo</strong> tab.</li>
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<li class="mb-1">Click <strong>Choose Photo</strong> or drag and drop an image file onto the upload area.</li>
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<li class="mb-1">
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Accepted formats: <strong>JPG, JPEG, PNG, GIF</strong>. Maximum file size: <strong>10 MB</strong>.
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</li>
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<li class="mb-1">Once the image is selected, click <strong>Upload Photo</strong>.</li>
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<li class="mb-1">The new photo appears immediately in the navigation bar.</li>
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</ol>
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<h5 class="fw-semibold mt-3 mb-2">Removing Your Photo</h5>
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<p>
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To remove your current photo and go back to the default avatar, click the
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<strong>Remove Photo</strong> button on the Photo tab and confirm.
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</p>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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For best results, use a square or near-square image cropped to your face. A photo that
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is roughly 200×200 pixels or larger will look sharp at all display sizes.
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</div>
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</div>
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</section>
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<section id="two-factor-auth" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-shield-lock text-primary me-2"></i>Two-Factor Authentication
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</h2>
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<p>
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Two-factor authentication (2FA) adds an extra layer of security to your account. When enabled,
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you must provide a one-time code from an authenticator app (such as Google Authenticator or
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Microsoft Authenticator) in addition to your password when logging in.
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</p>
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<h5 class="fw-semibold mt-3 mb-2">Setting Up 2FA</h5>
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<ol class="mb-3">
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<li class="mb-1">Go to <a href="/TwoFactorSetup">/TwoFactorSetup</a> or open it from the user menu (top-right) → <strong>Two-Factor Setup</strong>.</li>
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<li class="mb-1">Install an authenticator app on your phone if you do not have one already.</li>
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<li class="mb-1">Scan the QR code shown on the setup page with your authenticator app.</li>
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<li class="mb-1">Enter the 6-digit code from the app to confirm setup.</li>
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<li class="mb-1">Save your <strong>recovery codes</strong> in a safe place — you will need them if you lose access to your phone.</li>
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</ol>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
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<div>
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Store your recovery codes somewhere safe and offline. If you lose your phone and do not
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have recovery codes, your administrator will need to reset 2FA on your account.
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</div>
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</div>
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</section>
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<section id="passkeys" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-fingerprint text-primary me-2"></i>Passkeys & Biometric Login
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</h2>
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<p>
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Passkeys let you sign in using your device's built-in biometrics — Face ID or Touch ID on iPhone and Mac,
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fingerprint or face unlock on Android, or Windows Hello on a PC — without ever typing your password.
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This is especially useful for shop floor workers who may have dirty or gloved hands.
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</p>
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<h5 class="fw-semibold mt-3 mb-2">Setting Up a Passkey</h5>
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<ol class="mb-3">
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<li class="mb-1">Log in with your password as normal.</li>
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<li class="mb-1">
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A prompt appears in the bottom-right corner of the screen after login. Click
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<strong>Enable</strong> and follow the device prompt (Face ID, fingerprint, Windows Hello PIN, etc.).
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</li>
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<li class="mb-1">The passkey is saved to that device. Repeat on each device you want to use biometrics on.</li>
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</ol>
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<p>
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Alternatively, go to <a href="/Passkey/Manage">Passkeys & Biometrics</a> from the user
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menu (top-right) at any time to add a new passkey for the current device.
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</p>
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<h5 class="fw-semibold mt-3 mb-2">Signing In with a Passkey</h5>
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<ol class="mb-3">
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<li class="mb-1">Open the login page.</li>
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<li class="mb-1">
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Click the <strong>Use Face ID / Biometric</strong> button (the label matches your device —
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"Use Windows Hello", "Use Touch ID", etc.).
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</li>
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<li class="mb-1">Follow the device prompt. You are signed in immediately — no password required.</li>
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</ol>
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<div class="alert alert-permanent alert-info d-flex gap-2 mb-3" role="alert">
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<i class="bi bi-lightbulb-fill flex-shrink-0 mt-1"></i>
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<div>
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The biometric button only appears if your browser and device support passkeys
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(Safari 16+, Chrome 108+, Edge 108+, or any modern Android browser over HTTPS).
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On unsupported browsers it is hidden automatically.
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</div>
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</div>
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<h5 class="fw-semibold mt-3 mb-2">Managing Passkeys</h5>
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<p>
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Go to <a href="/Passkey/Manage">Passkeys & Biometrics</a> (user menu → Passkeys & Biometrics)
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to see all devices you have enrolled. Each entry shows the device name, the date it was added,
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and when it was last used. Click <strong>Remove</strong> to revoke a passkey from a specific device —
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useful if you lose a phone or change devices.
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</p>
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<div class="alert alert-permanent alert-warning d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-exclamation-triangle-fill flex-shrink-0 mt-1"></i>
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<div>
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Removing a passkey does not log you out — it just means that device will require a password
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on the next login. If you lose a device, remove its passkey here as soon as possible.
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</div>
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</div>
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</section>
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<section id="appearance" class="mb-5">
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<h2 class="h4 fw-bold border-bottom pb-2 mb-3">
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<i class="bi bi-palette text-primary me-2"></i>Appearance
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</h2>
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<p>
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The <strong>Appearance</strong> tab lets you customize how the application looks on your screen.
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Your choices are saved to your account and follow you across devices when you log in.
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</p>
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<h5 class="fw-semibold mt-3 mb-2">Theme — Light or Dark Mode</h5>
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<p>
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Choose between <strong>Light</strong> mode (white backgrounds, dark text) and
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<strong>Dark</strong> mode (dark backgrounds, light text).
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</p>
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<ul class="mb-3">
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<li><strong>Light</strong> — easier to read in bright environments like a well-lit office.</li>
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<li><strong>Dark</strong> — easier on the eyes in low-light conditions, such as a dimly lit shop floor or late-night work.</li>
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</ul>
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<p>
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To change the theme, open the Appearance tab, select your preferred option, and click
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<strong>Save Preferences</strong>. The page updates instantly.
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</p>
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<h5 class="fw-semibold mt-3 mb-2">Sidebar Color</h5>
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<p>
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You can also choose the color scheme for the left navigation sidebar. A range of color
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options is available — from a clean white sidebar to darker branded colors. Pick whichever
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suits your taste or matches your shop's brand.
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</p>
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<p>
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To change the sidebar color, select a color swatch on the Appearance tab and click
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<strong>Save Preferences</strong>.
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</p>
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<div class="alert alert-permanent alert-secondary d-flex gap-2 mb-0" role="alert">
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<i class="bi bi-info-circle flex-shrink-0 mt-1"></i>
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<div>
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Appearance settings are personal and do not affect how the application looks for other
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users. Each person on your team can choose the theme and color they prefer.
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</div>
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</div>
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</section>
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</div>
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<div class="col-lg-3 d-none d-lg-block">
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@{ await Html.RenderPartialAsync("_HelpNav"); }
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<div class="card border-0 shadow-sm sticky-top" style="top:80px">
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<div class="card-header bg-transparent fw-semibold small text-muted text-uppercase" style="letter-spacing:.05em; font-size:.7rem;">On this page</div>
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<div class="card-body p-0">
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<nav class="nav flex-column">
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<a class="nav-link py-1 px-3 small text-body" href="#overview">Overview</a>
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<a class="nav-link py-1 px-3 small text-body" href="#updating-profile">Updating Your Profile</a>
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<a class="nav-link py-1 px-3 small text-body" href="#changing-password">Changing Your Password</a>
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<a class="nav-link py-1 px-3 small text-body" href="#profile-photo">Profile Photo</a>
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<a class="nav-link py-1 px-3 small text-body" href="#two-factor-auth">Two-Factor Auth</a>
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<a class="nav-link py-1 px-3 small text-body" href="#passkeys">Passkeys & Biometrics</a>
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<a class="nav-link py-1 px-3 small text-body" href="#appearance">Appearance</a>
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</nav>
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</div>
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</div>
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</div>
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</div>
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