Go to your Account Settings page

  • At the top of the browser window, click your profile image or initials, and then select My Account Settings.

     

    To change your profile image, click the current image or initials on your account settings page.

     

Manage your credentials and passwords

When you access a workbook or data source that has a live connection to data and requires you to sign in, RefineRE offers to save your password for you. If you accept, it stores your credentials in a cookie or an access token, depending on the data type. You can remove these credentials if you no longer use the data, or you have exceeded the maximum number of saved credentials and want to make room for a new one.

Under Saved Credentials, do either of the following:

  • Select the Delete link next to an individual access token.

  • Select Clear All Saved Credentials.

When you clear all credentials, the following items are removed from your user account:

  • Passwords you used to access published data sources or workbooks that connect to them.

  • Access tokens for OAuth data connections, such as to Google or Salesforce.com data.

    Caution:  Removing an access token is effectively like “changing the locks.” If the token is stored with workbooks or data sources you published, deleting the token also removes access to the data from those workbooks and data sources. If the token is embedded in an extract connection, and the extract is refreshed on a schedule, the refreshes will not be able to complete until you embed the new credentials or access token into the connection.

 

Change your display name, password, or email address for

 

Change your display name

 

If the server is configured to use the internal user management system (Local Authentication) instead of Active Directory, you can change your display name. Select the display name text and enter the new display name, and then click Save Changes.

 

Change your password

If the server is configured to use the internal user management system (Local Authentication) instead of Active Directory, you can change your password by clicking Change Password. Click Save Password to save your changes.

 

Change your email address

If you subscribe to views or receive data-driven alerts, the related email account appears on the Account Settings page. Enter the new email address in the Email text box, and then click Save Changes.