Account Settings

Use this section to customize your Prevail profile, configure privacy settings, activate multi-factor authentication, manage single sign-on options (SSO), or add or remove an email alias.

• Account Settings
  • Customize Your Profile
    • Configure Privacy Settings
      • Privacy Settings
    • Upload a Profile Image
    • Set Your Time Zone
    • Opt Out of Reminder Emails
  • Activate Multi-Factor Authentication
    • Option #1: Scan a QR Code Using a Mobile Device (Recommended)
    • Option #2: Enter a Set Up Key on Your Computer or Mobile Device
    • Sign in with Multi-Factor Authentication
    • Disable Multi-Factor Authentication
  • Manage Single Sign-On (SSO) Options
    • Add an SSO Provider
    • Remove an SSO Provider
  • Manage Email Aliases
    • Add an Email Alias
    • Remove an Email Alias
  • Change Your Password

Customize Your Profile

Customize your Prevail profile by setting your time zone, uploading a photo, adding a personal bio, or providing your contact information.

Configure Privacy Settings

Set who can view your personal information by configuring the privacy settings for your location, email, phone, and website. You can set your information to private or public to Prevail Members. If you are an Organization user, you can restrict viewing to Organizational users.

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. On the Profile tab, in the Profile Display section, click Edit.
4. For each personal information option, in the drop-down, select a Privacy Setting.
5. Optional: To apply the same setting to all, on the option bar, click a Privacy Setting.
6. Click Save.

Privacy Settings

Upload a Profile Image

Your user account profile image displays in your Participant video tile during a Session when your camera is turned off. If you have not uploaded a profile image, your initials display by default.

1. On the Navigation menu, click the User icon.
2. Click Profile.
3. On the Profile tab, in the your profile name section, click Edit.

   The Edit Profile window opens.

4. Click Upload a photo.
5. Upload an image file...
   1. To navigate to the file, click Select Photo to upload.
   2. Optional: Drag and drop a file into the window.
6. Click Save.

   The image is saved to your profile.

Set Your Time Zone

Your upcoming, finished, and active Sessions are displayed by default in the current local time zone detected by the Platform. To change your time zone, select an option from the menu and disable the automatic time zone detection feature.

1. On the Navigation menu, click the User icon.
2. Click Profile.
3. On the Profile tab, in the Contact Information section, click Edit.
4. In the Time Zone drop-down, select your time zone.
5. Clear Use Local Time.
6. Click Save.

Opt Out of Reminder Emails

If you prefer not to receive reminder emails for upcoming sessions, you can change this setting in your user profile.

1. On the Navigation menu, click the User icon.
2. Click Profile.
3. On the Profile tab, in the your profile name section, click Edit.
4. Clear Opt Out Of Reminder Emails.
5. Click Save.

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Activate Multi-Factor Authentication

Enable multi-factor authentication by using an authentication app on your mobile device to scan a QR code.

If you do not have an authentication app on your mobile device, you will need to download one. You can use apps like Authy, Google Authenticator, LastPass, or Microsoft Authenticator. You can also use a set-up key with an authentication app on your mobile device or computer. We recommend scanning a QR code as the easiest method.

Option #1: Scan a QR Code Using a Mobile Device (Recommended)

Using your mobile device’s authentication app, scan a QR code on the screen to add it to your multi-factor authentication.

1. On the Navigation menu, click the User icon.
2. Click Password & Security.
3. Click the Security tab.
4. In the Multi-factor authentication section, click Turn On.
5. If you do not have an authentication app, download an application on your mobile device.
   

   Note: If you are using an Android device, open the Google Play app and search for the desired authentication app. If you are using an iOS device, open the App Store app and search for the desired authentication app.

6. In the authentication application on your mobile device, follow the instructions to add a new account.
7. On the Prevail Platform, click Continue.
8. On your mobile device, scan the QR code image…
   1. Follow the instructions on your authentication app.

      The authentication displays a 6-digit code.

9. On the Prevail Platform, in the 6-digit code box, type the code from your authentication app.
10. Click Continue.
11. Optional: To save your recovery codes, click Download.

    Note: Save your recovery code file in a secure location.

12. Click Continue.

    Multi-factor authentication is enabled.

13. Click Return to Dashboard.

    You are taken to your Dashboard.

Option #2: Enter a Set Up Key on Your Computer or Mobile Device

You can use the authentication app on your mobile device or your computer to activate multi-factor authentication by entering a setup key.

1. Generate a setup key in Prevail...
   1. On the Navigation menu, click the User icon.
   2. Click My Profile.
   3. Click the Security tab.
   4. In the Multi-factor authentication section, click Turn On.
   5. Click Continue.
   6. Click click here to generate a set up key.

      A window opens and displays the secret key.

2. In your authentication app, add the secret key…
   
   1. Open the authentication app on your computer or mobile device.
   2. Follow the instructions to enter a setup key.
   3. In the Account box, type an account name.
   4. In the Key box, type the displayed secret key.
   5. Click Add.
3. Activate MFA in Prevail...
   1. In the 6-digit code box, type the displayed code.
   2. Click Continue.
   3. Optional: To save your recovery codes, click Download.
   4. Click Continue.

      Multi-factor authentication is enabled.

   5. Click Return to Dashboard.

      You are taken to your Prevail Dashboard.

Sign in with Multi-Factor Authentication

1. Navigate to Prevail.ai.
2. Provide your credentials.
3. Click Login.
4. Retrieve the code from your authentication app…
   1. On your mobile device, open the authentication app.
   2. Tap the account for Prevail.

      The 6-digit code displays.

5. Type the displayed six-digit code.
6. Click Verify.

   You are taken to your Prevail Dashboard.

Disable Multi-Factor Authentication

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. Click the Security tab.
4. In the Multi-factor authentication section, click Turn Off.
5. Provide your credentials.
6. Click Verify.
7. On your mobile device, open the authentication app.
8. Type the six-digit code for Prevail.
9. Click Verify.
10. Click Turn off.

    Multi-factor authentication is disabled.

Manage Single Sign-On (SSO) Options

Manage your Prevail Single Sign-on (SSO) options by adding or removing a provider.

Add an SSO Provider

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. Click the Security tab.
4. In the SSO Providers section, Click Continue with Provider.

   You are taken to the SSO Provider's sign-in page.

5. Follow the instructions on the SSO Provider's sign-in page.

   You are taken to your Prevail Dashboard.

Remove an SSO Provider

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. Click the Security tab.
4. In the SSO Providers section, below the provider listing, click Unlink Provider Account.
5. In the Remove SSO Link window, type your Prevail password.
6. Click Confirm Removal.

   The SSO provider is unlinked from your Prevail account.

Manage Email Aliases

An email alias is an alternative email address to the primary email address associated with your user account. You can add or remove an email alias. Note that all emails sent from Prevail go to your primary email address and not an email alias.

Add an Email Alias

For each added email address, you must verify your email using the link in the email from Prevail.ai.

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. On the Profile tab, in the Contact Information section, click Edit.
4. In the Email Alaias section, click +.
5. In the Enter new alias email textbox, type an email address.
6. Optional: To add additional email addresses, repeat Steps 4 through 5.
7. Click Save.
8. Verify your email address...
   1. Navigate to your email account.
   2. Open the email from Prevail.ai.
   3. Click Verify Email Address.
   4. Optional: Copy and paste a link in the email for verification.

Remove an Email Alias

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. On the Profile tab, in the Contact Information section, click Edit.
4. In the Email Aliases section, locate the email alias to remove.
5. Click the Trashcan icon.
6. Click Save.

Change Your Password

You can change your account password at any time. Passwords must be at least 12 characters in length.

1. On the Navigation menu, click the User icon.
2. Click My Profile.
3. Click the Security tab.
4. In the Change Password section, provide your previous and new passwords.
5. Click Update Password.