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My Profile

The My Profile section in eZintegrations empowers bothallows Organization Admins and Organization Users to view, update,view and manage theirupdate personal details, security settings, and integration preferences.

This

It provides a simple, centralized hubplace ensuresto seamlessmanage controlyour overaccount user-specificand configurations while enablingaccess organization-wide feature accessfeatures based on admin-definedadmin permissions.

Whether

you're an admin overseeing enterprise settings or a user fine-tuning personal integrations, My Profile simplifies profile management with an intuitive interface and real-time updates.

Personal Information

Company Information (Organization Admins Only)

Security & Feature Toggles

API Settings

Profile Image Upload

Company Logo Upload (Organization Admins Only)

Update Profile

Personal Information

The Personal Information area displays core user details and allows updates to maintain accuracy across the platform.

Fields Available to All Users:

  • First Name*: Your given name (required).
  • Last Name*: Your surname (required).
  • Work Email*: Primary business email used for notifications and login.
  • Phone Number*: Contact number for verification and alerts.

Additional Fields for Organization Admins:

  • Job Title*: Your role (e.g., CXO/General Manager).
  • Employees*: Company size range (e.g., 501 - 1500 Employees).
  • Company*: Organization name.
  • Country*: Location of headquarters.
  • Company Address: Full physical address.

Changes auto-save in draft mode; click

Update to commit.

Company Information (Organization Admins Only)

Admins can define and update organization-level details that apply across all users and integrations.

This section ensures consistent branding and contextual data in reports, dashboards, and shared bridges.

Security & Feature Toggles

Toggles:

Toggle switches control access to advanced security and AI-driven features, with visibility varying by role.

Toggles Visible to Organization Admins:

  • Enable Multi Factor Authentication: Adds an extra layer of security via authenticator apps or SMS.
  • Enable Goldfinch AnalyticsAnalytics:: UnlocksGrants access to the Bizdata Internal Data Lake for the admin and all users in the organization, enabling advanced analytics, insights, and reporting for all users.

  • Enable Goldfinch AIAI:: Activates AI-poweredthe features;Goldfinch revealsAI and makes the Enable Agent Memory toggle visible for both organization admins and users.

  • Enable Agent Memory: (Visible only if Goldfinch AI is enabled) Persists conversation context for AI agents.

Toggles Visible to Organization Users:

  • Enable Multi Factor Authentication: Enhances account security.
  • Enable Agent Memory: (Visible only if admin enables Goldfinch AI) Retains AI interaction history.

Toggles apply instantly upon activation.

API Settings

Generate and manage secure credentials for real-time and API-based integrations using APIs, Webhook, and WebSocket protocols.

The API Settings section allows users to integrate external systems, applications, and event sources with eZintegrations securely and efficiently.

APIs: AccessGenerate eZintegrations'your Base URL, Client ID, and Client Secret directly from the API Settings section to securely access eZintegrations’ Universal REST API to programmatically trigger integration bridges, retrieve data from the Bizdata Data Lake, or automate workflows. Use Client ID and Client Secret for OAuth-based authentication when calling eZintegrations endpoints from external tools, scripts, or applications.

APIs.

Webhook: Enables`Receive users to receivereal-time event data from otherexternal systemssystems. instantlyRegister when an event occurs. Users can register ayour webhook URL in eZintegrations to capture incoming POST requests and store thisroute data ininto thepipelines. Bizdata Data LakeIdeal for analyticsone-way, andevent-triggered reporting.

notifications

(e.g., form submissions, payment confirmations).

WebSocket: ProvidesEstablish a persistent, full-duplex connection for real-time two-way communicationcommunication. channelPush betweenlive updates from eZintegrations andto externalclients systems.or Usersingest canstreaming configure a WebSocketdata as a sourcesource. inPerfect eZintegrationsfor andlive setdashboards, upchat, aor IoT data bridge to send data to target destinations.flows.

Actions Users Can Perform:

  • Generate Client ID and Client Secret: Credentials required for authentication and secure communication across APIs, Webhooks, and WebSockets.
  • View Secret Expiry: Each generated secret has an expiry period to maintain security.
  • Regenerate or Delete Secrets: If credentials expire or are compromised, users can regenerate or delete them.
  • Use Client Credentials: These credentials can be used in integration workflows, external API calls, webhook registrations, or WebSocket connections.

Click API Settings to expand and manage credentials.

Profile Image Upload

Upload a profile picture to personalize your account (up to 200KB in jpg, jpeg, or png format).

Click Add Profile or Change Profile to select and upload an image. The preview updates instantly.

Company Logo Upload (Organization Admins Only)

Admins can upload a company logo for branding consistency (up to 100KB in jpg, jpeg, or png format).

Click Add Company Logo to upload. The logo appears in headers, reports, and shared views.

Update Profile

Save all changes with a single click to apply updates instantly across eZintegrations.

The Update button validates required fields and confirms successful saves. Unsaved changes prompt auto-save drafts.

When Goldfinch Analytics is Enabled

Once the admin activates Goldfinch Analytics, both the organization admin and users gain access to the Bizdata Internal Data Lake.

This enables users to perform advanced analytics, generate insights, and explore data-driven reports across their connected systems.

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