CORE Account Settings

When you log into CORE, you will land on the homepage for your primary assigned Business Role.

Personal Information

The Personal Information Tab, displays your full name, email address, and contact details. This information is read-only. To update your personal information, contact your system administrator.

Password Management

The Password Management tab allows you to change your CORE password. To change your password:

1. Enter your current password in the Current Password field.

2. Enter your new password in the New Password field. 

3. Enter your new password again in the Confirm Password field.

4. Click Save at the top right corner of the page. 

Security Question Management

The Security Question Management tab lets you create or update your security question and answer, which are used to recover a forgotten password or after lockout.

To change your security question and/or answer:

1. Enter your current password in the Current Password field. 

2. Select a question from the Security Question dropdown. 

3. Enter the answer to the question in the Security Answer field keeping in mind that it is case sensitive.

4. Enter the answer again in the Verify Security Answer field.

5. Click Save at the top right corner of the page.

Preferences

The Preferences tab allows you to customize how CORE behaves for your account. Settings apply system-wide and remain in effect until changed.

To update your user preferences:

1. Select from the following options based on your needs:

• Enable Auto Tabbing: Skip icons when tabbing through fields.

• Minimize Information Tabs: Set whether tab content areas are minimized or expanded by default.

• Hide Toolbar and Pagination: Choose whether toolbars/pagination appear on read-only grids.

• Enable Field DB (Database) Help: View database info popups by hovering over field titles.

2. Click Save at the top right corner of the page.

 Note: Changes to your preferences will take effect after logging out and back in.

Manage Notifications

The Manage Notifications tab allows you to configure how you receive system alerts.

To manage your notifications:

1. Select one or both notification options: Alert Email Notification and/or Alert SMS Notification.

• If selecting email, enter your email address.

• If selecting SMS, enter your mobile phone number.

2. Click Save at the top right corner of the page. 

Business Roles Preferences

The Business Roles Preferences tab allows you to choose which business role displays by default at login and to set the order in which your assigned roles appear in the User Profile dropdown list. 

To set your business role preferences:

1. In the Primary column, select Yes for the business role you want to load by default when logging in. Note: Only one role can be marked as primary.

2. In the Display Order column, enter numeric values (starting with 0) to set the order in which roles appear in your profile menu. Lower numbers display higher in the list.

3. Click Save at the top right corner of the page. 

Dual Factor Authentication

The Dual Factor Authentication tab allows you to manage your multi-factor login options. 

To configure your authentication method:

1. Choose your preferred authentication method (email or Google Authenticator) from the Set Default Authentication dropdown. 

2. If Google Authenticator is your preferred authentication method, click Activate (or Re-Activate) and follow the on-screen instructions.

3. On login, enter the code provided by your selected method:

   • For Google Authenticator: Use the code from the app before it expires.

   • For Email: Enter the code sent to your email.

Note: You can resend codes or retrieve a new authenticator code if needed. Codes must be entered before they expire.