BorderConnect Wiki

My Account Settings: Difference between revisions

Created page with "{{note|This article is part of the BorderConnect Software User Guide|info}} {{#ev:youtube|SyzSDYCzfK0|960|center|How to use my account settings page in BorderConnect.}} thumb|360px|right|My Account Settings PageThe '''My Account Settings''' page in [https://www.borderconnect.com BorderConnect] allows the user to manage and change their account settings in BorderConnect. These settings include c..."
 
No edit summary
 
(7 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}
{{note|This article is part of the [[BorderConnect_Software_User_Guide|BorderConnect Software User Guide]]|info}}


{{#ev:youtube|SyzSDYCzfK0|960|center|How to use my account settings page in BorderConnect.}}
<div class="bc-wrap">


[[File:My-account-settings-page.png|thumb|360px|right|My Account Settings Page]]The '''My Account Settings''' page in [https://www.borderconnect.com BorderConnect] allows the user to manage and change their account settings in BorderConnect. These settings include changing the styling, theme and layout of BorderConnect and switching to dark mode. Also customizing how eManifests and shipments are shown by setting the number of results on a single page as well as setting up email notifications when ACE or ACI eManifests are on file with customs or entry numbers/transaction numbers are received.
<div class="bc-article-hero">
<h1>My Account Settings</h1>
<p>Personalize your BorderConnect experience, manage themes, configure notifications, and secure your account.</p>
<div class="bc-article-meta">
<span class="bc-article-pill"><i class="fas fa-user-cog"></i> Type: User Configuration</span>
<span class="bc-article-pill"><i class="fas fa-sliders-h"></i> System: Account Management</span>
</div>
</div>


== View Preferences ==
<div class="bc-card">


[[File:View-preferences.png|800px]]
<div class="bc-float-video" style="margin-top: 0;">
  <div class="bc-video-trigger" data-video-id="SyzSDYCzfK0">
    <div class="bc-play-icon"><i class="fas fa-play-circle"></i></div>
  </div>
</div>


This section of the page displays the options the user has to change any settings related to the theme and style of BorderConnect.
<h2 style="margin-top: 0;">Overview</h2>
<p>The <strong>My Account Settings</strong> page in [https://www.borderconnect.com BorderConnect] allows you to manage and customize your personal user experience. From this page, you can adjust the visual theme (including Dark Mode), customize search behaviors, configure email/SMS notifications, and manage security settings like Two-Factor Authentication (2FA).</p>


;Dark Mode
<div class="bc-did-you-know" style="margin-top: 15px;">
:Enabling this will change BorderConnect to a dark coloured theme. This is helpful for users who prefer a darker feel and would like to move away from a standard white and grey look.
<strong>How to Access:</strong><br>
;BorderConnect Theme
Navigate to the <strong>Account</strong> menu in the top navigation bar and select <strong>My Account Settings</strong>.
:Changing the theme of BorderConnect will result in the colours of headers, backgrounds to the theme selected. The user can change the theme to none, blue, red, night, or minimalist.
</div>
;App Spacing
:This setting will change the spacing between items on listing pages and provide a more compressed look throughout BorderConnect. Changing to 'Tight' is helpful for users that would like to see more information available on a single listing page. Similar feel to the classic BorderConnect.
;Use History Table View (Not Recommended)


;Use Full Card View on Mobile Listings
<div style="clear: both;"></div>
:This option enables sections on eManifest details page to be fully expanded when viewing BorderConnect from a mobile device. This setting is helpful for users that want to see all buttons and options associated to the specific section instead of having to manually click the button to expand it.
</div>


== Search Preferences ==
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">View Preferences</h2>


[[File:Search-preferences.png|800px]]
<div class="bc-card">
[[File:View-preferences.png|360px|thumb|right|View Preferences section]]
<p>This section allows you to change the visual theme and layout density of the application.</p>


This section of the page displays the options the user has to change any settings related to Search pages in BorderConnect.
<div class="bc-cleanlist">
* <strong>Dark Mode:</strong> Switches the interface to a dark-colored theme, reducing eye strain in low-light environments.
* <strong>BorderConnect Theme:</strong> Changes the color scheme of headers and backgrounds. Options include None, Blue, Red, Night, or Minimalist.
* <strong>App Spacing:</strong> Adjusts the density of information on the screen. Selecting <strong>Tight</strong> compresses the layout to show more rows of data at once (similar to the classic interface).
* <strong>Use Full Card View on Mobile Listings:</strong> When enabled, eManifest details sections are fully expanded by default on mobile devices, reducing the need to click to reveal information.
</div>
</div>


;Number of Results Per Screen
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Search Preferences</h2>
:Used to change the number of results that show on a search page at once. Can be changed from 25 to 100 results per page.
;Show All Search Fields
:By default, the number of search fields available to users are limited to only a few of the common search fields. Enabling this reveals all available search fields for a specific search page. Similar to the classic BorderConnect.
;Search ACE from ACI
:This setting allows the user to search and quick-assign shippers or consignees entered on previous ACE Manifests. For example, a shipper profile for ACE Manifests, can be searched as consignees for an ACI eManifest, or vice-versa for a consignee in an ACE.
;Search ACI from ACE
:This setting allows the user to search and quick-assign shippers or consignees entered on previous ACI eManifests. For example, a shipper profile for ACI eManifests, can be searched as consignees for an ACE Manifest, or vice-versa for a consignee in an ACI.
;Display Shipments on Trip Listings
:Enabling this setting will show all the shipments associated to the eManifest on the Search eManifest listing pages.


== Notification Preferences ==
<div class="bc-card">
[[File:Search-preferences.png|800px|thumb|center|Configuring search behavior]]
<p>Customize how search results appear and how data can be cross-referenced between ACE and ACI systems.</p>


[[File:Notification-preferences.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Setting</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Number of Results Per Screen</strong></td>
<td>Sets the number of rows displayed on search pages (25 to 100 results).</td>
</tr>
<tr>
<td><strong>Show All Search Fields</strong></td>
<td>Reveals all advanced search filters by default, rather than hiding less common fields behind a "Show Advanced" toggle.</td>
</tr>
<tr>
<td><strong>Search ACE from ACI</strong></td>
<td>Allows you to search and quick-assign shippers/consignees from your ACE history while working on an ACI eManifest.</td>
</tr>
<tr>
<td><strong>Search ACI from ACE</strong></td>
<td>Allows you to search and quick-assign shippers/consignees from your ACI history while working on an ACE Manifest.</td>
</tr>
<tr>
<td><strong>Display Shipments on Trip Listings</strong></td>
<td>Automatically expands the shipment details on the main eManifest listing pages, showing associated shipments directly in the list view.</td>
</tr>
</table>
</div>


This section of the page displays the options the user has to enable or disable specific notification preferences.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Notification Preferences</h2>


;Receive Email notifications
<div class="bc-card">
:Enabling this will send a notification email to the email address associated to the user account when any updates are available for eManifests or shipments.
[[File:Notification-preferences.png|800px|thumb|center|Managing email and push notifications]]
;Receive Push notifications
<p>Control which events trigger an email or push notification to your registered contact details.</p>
:Enabling this settings will send a push notification to the phone number associated to the user account when any updates are available for eManifests or shipments.
;Receive RNS Status Update Notifications
:Enabling this setting will automatically send an email notification to the email address associated to the user account when there are any updates to RNS PARS shipments in BorderConnect.
;Receive RNS Sequence Low Notifications
:Enabling this setting will automatically send an email notification to the email address associated to the user account when the assigned RNS PARS sequence have a low amount of PARS numbers remaining.
;Receive ACE Status Update Notifications
:Enabling this setting will automatically send an email notification to the email address associated to the user account when there are any updates to ACE Manifests or shipments in BorderConnect.
;Receive US In-Bond Status Update Notifications
:Enabling this setting will automatically send an email notification to the email address associated to the user account when there are any updates to US In-Bonds from the U.S. In-Bond Manager in BorderConnect.
;Receive ACI Trip Accept Notifications
:Enabling this will send a notification email to the email address associated to the user account when an ACI eManifest is accepted by CBSA.
;Receive ACE Trip Accept Notifications
:Enabling this will send a notification email to the email address associated to the user account when an ACE Manifest is accepted by CBSA.
;Receive ACI Trip Cancel Notifications
:Enabling this will send a notification email to the email address associated to the user account when an ACI eManifest is successfully cancelled by CBSA.
;Receive ACE Trip Cancel Notifications
:Enabling this will send a notification email to the email address associated to the user account when an ACE Manifest is successfully cancelled by CBP.
;Receive Followed Trip Notifications
:Enabling this will send a notification email to the email address associated to the user account when an eManifest the user is following has an update.
;Receive File Import Notifications
:Enabling this will send a notification email to the email address associated to the user account when an eManifest has either successfully or failed to import a shipment into BorderConnect.
;Receive Comment On Trip Notifications
:Enabling this will send a notification email to the email address associated to the user account when an a comment is left on an ACE or ACI eManifest by another user.
;Receive Officer Manual Reject Notifications
:Enabling this will send a notification email to the email address associated to the user account when an officer has manually rejected an ACI eManifest or ACI shipment.


== Contact Preferences ==
<h3>General Alerts</h3>
<div class="bc-cleanlist">
* <strong>Receive Email/Push Notifications:</strong> Master toggles to enable or disable alerts to your email or mobile device.
</div>


[[File:Contact-preferences.png|800px]]
<h3>Specific Triggers</h3>
<div class="bc-cleanlist">
* <strong>Status Updates:</strong> Receive alerts for ACE, ACI, RNS (PARS), and U.S. In-Bond status changes.
* <strong>Trip Accept/Cancel:</strong> Get notified immediately when CBSA or CBP accepts or cancels a manifest.
* <strong>RNS Sequence Low:</strong> Alert when your assigned range of PARS stickers is running low.
* <strong>Followed Trips:</strong> Notifications for specific manifests you have chosen to "Follow".
* <strong>File Imports:</strong> Confirmation emails when bulk data imports succeed or fail.
* <strong>Comments/Rejects:</strong> Alerts when a user comments on a trip or if an officer manually rejects a manifest.
</div>
</div>


This section of the page displays the options the user has to enable or disable specific contact notification preferences.
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Contact & Security Settings</h2>


;Receive System Update Emails
<div class="bc-card">
:Enabling this will send a notification email to the email address associated with the user account when there is a system-wide alert or updates to BorderConnect software.
<h3>Contact Preferences</h3>
[[File:Contact-preferences.png|800px|thumb|center|Contact preferences]]
<p>Manage the types of communications you receive from BorderConnect regarding software updates, promotions, and newsletters.</p>


;Promotional Update Emails
<h3>Login Preferences (2FA)</h3>
:Enabling this will send a notification email to the email address associated with the user account when there is a BorderConnect promotion upcoming.
[[File:login-preferences.png|800px|thumb|center|Two-Factor Authentication settings]]
<p>Enhance account security by enabling <strong>Two-Factor Authentication (2FA)</strong>. You can choose your preferred method:</p>
<div class="bc-cleanlist">
* <strong>SMS:</strong> Receive a code via text message.
* <strong>Email:</strong> Receive a code via email.
* <strong>Authenticator App:</strong> Use apps like Google Authenticator or Apple Passkeys.
</div>
</div>


;Receive Newsletter and Event Emails
<h2 style="margin-top: 40px; border-bottom: 2px solid #eee; padding-bottom: 10px;">Other Preferences</h2>
:Enabling this will send a notification email to the email address associated with the user account when there is an upcoming event, webinar or newsletter.


== Other Preferences ==
<div class="bc-card">
[[File:Other-preferences.png|800px|thumb|center|Miscellaneous settings]]
<p>These settings control workflow automation and regional configuration.</p>


[[File:Other-preferences.png|800px]]
<table class="wikitable" style="width: 100%;">
<tr>
<th style="width: 30%;">Setting</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Auto Suggest Trip Number</strong></td>
<td>(ACE & ACI) Automatically generates the next sequential trip number based on your last used number, saving you from typing it manually.</td>
</tr>
<tr>
<td><strong>Disable Support Chat Bubble</strong></td>
<td>Hides the floating support chat icon from the bottom of the screen.</td>
</tr>
<tr>
<td><strong>Open Auto Completer on Focus</strong></td>
<td>Automatically expands the dropdown list as soon as you click into a "Quick Assign" field (e.g., Driver, Truck), without needing to type first.</td>
</tr>
<tr>
<td><strong>Time Zone Setting</strong></td>
<td>Sets your display time zone (Pacific, Mountain, Central, Eastern, Atlantic). This affects all timestamps and ETA fields throughout the system.</td>
</tr>
</table>
</div>


This section of the page displays the options the user has to enable or disable other miscellaneous preferences.
{{AppPromo}}


;Auto Suggest ACE Trip Number
</div>
:This setting will automatically enable the user to continue to the next unique number in the sequence when starting a new ACE Manifest without typing it in. For example, if the last ACE Manifest trip number was ABCD 000123, the next time the user creates a new ACE Manifest, the trip number will be automatically generated as ABCD 000124.
 
;Disable Support Chat Bubble
:Disables and hides the support chat feature.
 
;Auto Suggest ACI Trip Number
:This setting will automatically enable the user to continue to the next unique number in the sequence when [[Start_New_ACI_eManifest_Page_(ACI_eManifest)|starting a new ACI eManifest]] without typing it in. For example, if the last ACI eManifest trip number was 1234 000123, the next time the user creates a new ACI eManifest, the trip number will be automatically generated as 1234 000124.
 
;Open Auto Completer on Focus
:When enabled, anytime a user clicks into a quick-assign box to assign a driver, truck, trailer, shipper consignee, etc the autocomplete box will expand.


[[Category:BorderConnect Software User Guide]]
[[Category:BorderConnect Software User Guide]]
Retrieved from "https://wiki.borderconnect.com/index.php?title=My_Account_Settings"