Signature: Take Back Control of Your Online Data. First-Time Log In to Signature Reset Password

Transcription

1 Quick Start Guide

2 Contents Signature: Take Back Control of Your Online Data... 3 First- Time Log In to Signature Reset Password... 3 Log In to Signature... 7 Adding Attributes... 8 Assigning Attributes to a Profile Creating a New Profile Creating a New Profile by Cloning an Existing Profile Allowing/Denying App Access to Profile Data Delegation in Signature... 18

3 Signature: Take Back Control of Your Online Data In our socially connected world, some websites share more of your information than you may desire, and there is often little you can do about it. With Signature, you control how much or little personal and professional information you share about yourself online. You can also show different aspects of your life and career with personal and professional Signature profiles. Think of your Signature data, called attributes, as songs in a digital music library. Signature profiles, like music playlists of specific songs from your larger music library, let you choose what data is displayed online. First-Time Log In to Signature Reset Password 1. Navigate to Signature at 2. From the Log in to Signature screen, click the First- Time Login link.

4 3. From the First- Time Login screen, enter your Baylor College of Medicine Enterprise Computing Account (ECA) username in the ECA field. NOTE: Your ECA username is the same username used to log in to other Baylor applications, including Windows, Webmail, SAP, Employee Self Service, etc. 4. Click the Send button. The following screen displays. You will receive an from Signature which includes your account address and a link to begin the password reset process.

5 From within the Signature First- Time Login you receive, click the password reset hyperlink. You will be directed to Signature to answer a challenge question and reset your password. 5. From within Signature, in the Answer Challenge Question section, enter your BCM ID. 6. In the Reset Your Password section, enter a new password in the Enter New Password field, and enter this password again in the Re- enter Password field. 7. Click the Reset Password button. NOTE: Your new password must meet the rules displayed within the below screenshot. Once each of these rules has been met, the rule displays in green and a check displays in front of it.

6 8. From the Password Successfully Reset confirmation screen, click the Login button to log in to Signature with your account address and new password.

7 Log In to Signature 1. From the Log in to Signature screen, enter your BCM address in the field. 2. Enter your Signature password in the Password field. NOTE: Your Signature password is a unique password you create when accessing Signature for the first time. Your Signature password is NOT the same as your BCM Enterprise Computing Account password, and does not expire. 3. Click the Login button. Once logged in, the Signature home screen displays.

8 Adding Attributes 1. From the Signature home screen, click My Workspace, located in the upper left corner. Your Attribute Workspace displays. 2. Within your Attribute Workspace, an extensive list of attributes displays in the left column. Click on the desired attribute(s) to add/update them as desired. NOTE: As you add attributes, you will notice a blue number icon displays to the right of the attribute, depending on how many of a single attribute you add. Some attributes, such as Date of Birth, for example, only allow for the addition of one entry. A variety of others, however, allow for multiple entries. Feel free to add as many attributes as desired. You will then have an opportunity to assign desired attributes to your desired profile(s).

9 3. Enter the required information in the corresponding fields for each attribute as desired. When you are finished, click the Add button. (In this example, the Addresses attribute is selected.) 4. While some attributes only allow for a single entry (e.g., Date of Birth, Gender, etc.), others allow for multiple entries. For attributes allowing multiple entries, click the green Add button to create an additional entry. To edit or delete an existing entry, click the Edit or Delete button. 5. Continue adding attributes as desired by clicking on each attribute on the left side of the workspace and completing the required fields.

10 Assigning Attributes to a Profile Once you have entered attributes in Signature, you can assign as many attributes as you like to a profile. This profile will only display your selected attributes. 1. Once you have added your desired attributes within your Attribute Workspace, click the Manage Profiles toggle button on the right side of the screen. 2. From within your Profile Workspace, select an available attribute from the list on the left. In this example, the Profile Photos attribute is selected. From the Available Attributes column, select the desired entry, and click the Assign Attribute button to assign the desired attribute to the profile currently selected. The attribute now appears in the Assigned Attributes column.

11 NOTE: Some attributes, such as Addresses (shown below) and Phone Numbers, allow you to assign multiple entries to a profile by assigning each entry as primary, secondary, etc. 3. After assigning all of the desired attributes to the relevant profile, click the View button for an at- a- glance view of all of the attributes that have been assigned to the profile.

12 A preview of all of the current attributes you have assigned to the selected profile displays. Click any of the plus (+) sign icons to expand the attribute to view the data that will display within the profile. Click Close to return to the Profile Workspace. NOTE: To rename the selected profile, click Rename. To delete the selected profile, click Delete.

13 Creating a New Profile When you first enter Signature, you have a single profile, called Provided by BCM. You can create additional profiles to display different sets of attributes online, much like creating new playlists lets you play different combinations of songs in your music library. 1. From within the Profile Workspace, in the Choose a Profile section, click the Create New button. 2. Within the Create a new profile field, enter a name for the new profile and click the green arrow icon. 3. The newly created profile displays to the right of the Attribute Workspace and is automatically selected from the Choose a Profile dropdown menu at the top of the workspace. Select an available attribute from the list on the left and follow step 2 from the above section titled Managing Signature Data Assigning Attributes to a Profile to assign desired attributes to the newly created profile.

14 Creating a New Profile by Cloning an Existing Profile If you wish to create a new profile that shares many of the same attribute assignments as an existing profile, you can simply clone the existing profile, instead of reassigning the same attributes from scratch. 1. Within your Profile Workspace, select the desired profile you wish to duplicate from the Choose a Profile dropdown menu. Then, click the Clone button beneath your profile photo. 2. Within the Clone this profile field, enter a name for the duplicate profile and click the green arrow icon. A new profile is created and automatically selected. This profile has exactly the same attributes assigned to it as the profile from which it was cloned. Select desired attributes from the left side of the workspace, then assign or unassign them from the newly created profile as desired.

15 Allowing/Denying App Access to Profile Data For your Signature profile data to be displayed on a website called an app in Signature you must explicitly grant that app access to your profile data. When you initially add a Signature profile to a ONEWeb page, for example, you will see the following on that page: Once you add your Signature profile to a ONEWeb page, you will receive a notification in Signature. 1. In Signature, click the orange notifications icon in the upper right corner. 2. In the Notifications window that appears, click the orange arrow button to the left of the relevant notification, which takes you to the My Apps page.

16 3. Click the plus (+) sign button to the left of Baylor College of Medicine OneWeb to see all ONEWeb requests for Signature profile data. 4. The heading of the requesting content block in ONEWeb will be displayed in the list. To view the page on which the requesting block exists, click the globe icon to the left of the block s name. To explicitly allow or deny Signature profile access for this app, click the Allow or Deny button to the right of the block s name. If you click Allow, a dropdown menu will appear, so you can select which Signature profile to display.

17 5. Visit your ONEWeb page by clicking the globe icon on the left. NOTE: If you do not want to display any Signature data anywhere in ONEWeb, click the Deny button to the right of the Baylor College of Medicine OneWeb. 6. The ONEWeb page is displayed with the updated Signature profile data to which you have allowed access.

18 Delegation in Signature By making another Signature user a delegate, you permit them to manage some or all of your profile data. Conversely, as a delegate, you can act as another Signature user who has permitted you to manage some or all of their profile data. This is very useful for those who are too busy or not inclined to manage their own Signature data, but are required by their organization to show their data online. 1. Click the wrench icon in the upper left corner of page, and choose Manage Delegates. 2. To invite a delegate, enter their Signature address (ECA@bcm.edu) in the field labeled Add a delegate by entering a Signature Verified , and click the Invite button. A new listing will appear below the Add a delegate by entering a Signature Verified field, listing those you have permitted to act as you, and the status of the delegation.

19 3. Your desired delegate will receive an from Signature, containing a link for them to enter Signature to accept your delegation invitation. If the desired delegate is already logged into Signature, the link in the they received will take them directly to the Delegates page in Signature, where they can accept or decline your request. If the desired delegate is not logged into Signature, the link in the they received will take them to the Signature login screen. Once logged in, they can click the orange notifications icon in the upper right corner, which opens the Notifications window. In this window, they can click the orange arrow button to the left of your delegation invitation, which will take them to the Delegates page.

20 4. If the desired delegate clicks the Accept button, the status of the delegation will display Confirmation Pending on their Delegates page (see screenshots below). Proceed to step 5. If the desired delegate clicks the Decline button, no further action needs to be taken by either party, and the relevant delegation invitation will be removed from both users Delegates pages.

21 5. In your Signature account s Delegates page, the status of your invitation now displays Accepted. (If not, you may need to refresh your page. A new notification will also appear in your Notifications window regarding your accepted delegation invitation.) Click the Confirm button to choose what data you will allow your delegate to manage, or click the Revoke button to rescind your delegation invitation. 6. Clicking the Confirm button transforms it into an Update Permissions button, and multiple permissions checkboxes appear in the Permissions column. Select the checkboxes next to the permissions you will allow your delegate to manage, then click Update Permissions.

22 The Update Permissions window appears, explaining what each checkbox allows delegates to do with your profile data. If you wish to continue with your choice of delegated permissions, click the Continue button. Otherwise, click Cancel to change your selections. NOTE: You can change or revoke these permissions at any time. Additionally, confirming your invited delegate updates the status of the invitation to Confirmed in their Signature Delegates page. 7. In your delegate s Signature account, they can now click the wrench icon in the upper left corner, and click your name in the Act as menu.

23 The top of their Signature page reflects their delegated management of another user s profile data with a dark blue background, your name in place of theirs in the Workspace and Apps links, and elsewhere throughout Signature. NOTE: The delegate s name appears after Welcome, in the upper right corner of Signature at all times. Your delegate can return to managing their own profile data by clicking the wrench icon in the upper left corner, then choosing Myself under the Act as menu.