Canvas Envision Knowledge Base Help

Managing Your Personal Information

You can view and manage your personal account information on the Account page as follows:

  • Manage your profile photo.

  • Update your first and last name.

  • Reset your password.

  • Manage two-factor authentication.

Account page

Accessing Account page

To go to your personal account information:

  • Click Account from the User menu.

    Account User menu button

    The system leads you to the Account page.

Managing your profile photo

You can manage your account profile photo as follows:

  • Take a new photo with the built-in camera.

  • Upload a new photo from the local drive.

  • Replace the existing photo.

  • Edit the new or existing photo.

  • Remove the existing photo from the account.

Taking your first profile photo

To take your profile photo with the camera built-in or attached to your hardware when your account has no profile photo given:

  1. On the Account page, click the Edit Photo button. The Change Photo dialog pops up.

    Change Photo Pop-up Dialog
  2. In the Change Photo dialog, click the Use Camera button. The Take Photo dialog replaces the Change Photo dialog.

  3. If the Take Photo dialog cannot access the camera:

    Take Photo Dialog Cannot Access the Camera
    1. In the security settings of your operational system, allow your browser to use the camera.

      Take Photo Dialog
    2. In the security settings of your browser, allow applications to ask to use the camera.

      Edge Site Permission Checkbox to Allow Asking Before Accessing Camera
  4. If the Canvas Envision Portal has no permission to use your camera, the browser raises a pop-up prompt asking you to allow the Portal to use your camera.

    Allow Use Your Cameras Browser Prompt

    In the browser pop-up prompt, click the Allow button to allow the Portal to use your camera for taking your profile photo. The Take Photo dialog starts displaying the real preview from the built-in camera.

    Take Photo Dialog
  5. Click the Take Photo button. The Take Photo dialog starts the countdown from 3 to 1.

    Take Photo Dialog Countdown
  6. During the countdown, adjust your posture in front of the camera. When the countdown stops, the system automatically takes your photo and opens it in the Edit Photo dialog.

    Taken Photo in the Edit Photo
  7. If necessary to take another photo, click the Retake Photo button and repeat the pertinent previous steps.

  8. If necessary, edit the photo as discussed in Editing the photo.

  9. Click the Save Photo button. The photo becomes your account profile icon. The Portal displays it where necessary.

    Taken Account Photo
  10. If you want to forbid the Canvas Envision Portal from accessing your camera in the future, remove the camera permission for the Portal from the camera site permissions in your browser.

    Edge Camera Site Permissions for Canvas Envision Portal

Uploading your first profile photo

To upload your profile photo from the local drive when your account has no profile photo given:

  1. On the Account page, click the Edit Photo button. The Change Photo dialog pops up.

    Change Photo Pop-up Dialog
  2. In the Change Photo dialog, click the Upload Photo button. The system opens the browser dialog for uploading files.

    Upload Browser Dialog for Account Photo
  3. Search for and select the photo and click Open. The photo is uploaded into the Edit Photo dialog.

    Uploaded Account Photo
  4. If necessary to upload another photo, click the Change Photo button and repeat the pertinent previous steps.

  5. If necessary, edit the photo as discussed in Editing the photo.

  6. Click the Save Photo button. The photo becomes your account profile icon. The Portal displays it where necessary.

    Saved Account Photo

Replacing your profile photo

To replace your existing profile photo:

  1. On the Account page, click the Edit Photo button. The Account Photo dialog pops up.

  2. In the Account Photo dialog, click the Add Photo button.

    Add Photo Button in the Account Photo Dialog

    The Change Photo dialog replaces the Account Photo dialog.

    Change Photo Pop-up Dialog for Photo Replacement
  3. In the Change Photo dialog, click either:

    • Use Camera to take the new photo with the camera built-in or attached to your hardware.

    • Upload Photo to upload the new profile photo from the local drive.

  4. Follow the corresponding procedure, either:

  5. Reload the Portal in the browser. The new photo becomes your account profile icon. The Portal displays it where necessary.

    New Account Photo

Editing the photo

The Edit Photo dialog provides you with the features to edit a given photo.

Uploaded Account Photo

To edit the taken or uploaded photo, the dialog automatically appears in the following procedures:

To edit your existing profile photo:

  1. On the Account page, click the Edit Photo button. The Account Photo dialog pops up.

  2. In the Account Photo dialog, click the Edit button.

    Edit Button in the Account Photo Dialog

    The Edit Photo dialog replaces the Account Photo dialog.

  3. Edit the photo as discussed in the procedure below.

To edit the given photo, do one or more of the following actions:

  • Click and drag the crop box to reposition it.

    Repositioned Crop Box
  • Click and drag the borders and corners of the crop box to resize it.

    Resized Crop Box
  • Drag the Zoom slider to zoom the photo.

    Zoom Slider in the Edit Photo Dialog
  • Drag the Straighten slider to rotate the photo along its center.

    Straighten Slider in the Edit Photo Dialog
  • Click the Flip Image button to flip the photo as in the mirror horizontally or vertically.

    Photo Flipped as in the Mirror

Removing your profile photo

To remove your profile photo from the account:

  1. On the Account page, click the Edit Photo button. The Account Photo dialog pops up.

  2. In the Account Photo dialog, click the Delete button.

    Delete Button in the Account Photo Dialog

    The Delete dialog pops up.

    Delete Files Pop-up Dialog for Photo
  3. In the Delete dialog, click the Delete button. Your profile photo is permanently deleted from the account. The Portal does not display it.

    Account Photo Is Permanently Deleted

Updating your first and last name

To update your first and last name:

  1. On the Account page, update the names in the First Name and Last Name fields.

  2. Click the Save account button. A notification dialog pops up at the screen bottom. The first and last name is updated.

    Updating Your First and Last Name
  3. Click the Dismiss button in the notification dialog.

Resetting your password

To reset your password:

  1. On the Account page, enter the new password in the New Password and Confirm Password fields.

  2. Click the Save account button. A notification dialog pops up at the screen bottom. The password is reset.

    Resetting Your Password
  3. Click the Dismiss button in the notification dialog.

Managing two-factor authentication

Two-factor authentication is a secure authentication method that requires you to provide two factors of identification to access the Portal:

  1. Your login credentials.

  2. A one-time code from an authorized third-party authenticator application.

When the two-factor authentication is on for your account, the system asks you for the one-time code after successfully entering your login and password.

Two Factor Authentication is required

Two-factor authentication prerequisites

For the two-factor authentication, you need a mobile phone with the Internet and one of the following authenticator applications installed:

  • FreeOTP

  • Google Authenticator

Setting up two-factor authentication

To set up the two-factor authentication for your account:

  1. On the Account page, click the Set two factor authentication link.

    Set Two Factor Authentication Link

    The system leads you to the Two Factor Authentication setup page that displays the QR code and instructions on setting up the two-factor authentication.

  2. With the authenticator application, scan the QR code.

    Two Factor Authentication setup
  3. Enter the one-time code from the authenticator application in the field.

  4. Click the Save button. The MFA sets successfully dialog pops up.

    MFA sets successfully Pop-up Dialog
  5. Click the Close button. The Two Factor Authentication setup page displays the message that MFA is already set.

    MFA is already set Message

Removing two-factor authentication

To remove the two-factor authentication from your account:

  1. On the Account page, click the Set two factor authentication link.

    Set Two Factor Authentication Link

    The system leads you to the Two Factor Authentication setup page that displays the message that MFA is already set.

  2. Click the Remove MFA button.

    MFA is already set Message

    The MFA removes successfully dialog pops up.

    MFA removes successfully Pop-up Dialog
  3. Click the Close button. You are back to the Two Factor Authentication setup page that displays the QR code and instructions on setting up the two-factor authentication.

  4. Remove the Canvas Envision account from the authenticator application.

Last modified: 28 September 2024