Managing your Account

Overview

You can manage your ftrack Account settings by clicking on your profile picture icon in the upper-right corner of the top bar and selecting My account.

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After selecting My account, you will be taken to your Account page, where you can update your basic user information, such as your Profile picture, First name, Last name, and Email.

From the same Account page, you can also change some of your individual workspace preferences, like using fuzzy dates, setting your default ftrack studio page, and your preferred language settings.

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Please note: These settings will only be applied to your individual workspace and will not affect other users on the site.

Tip: Whenever there are unsaved changes, a Save button will appear, reminding you to make sure to save them.

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User Information

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  • To change your profile picture, you can either drag and drop an image file to the thumbnail icon or move the mouse over the icon, click to open a browse dialogue, and choose the picture you would like to use.

  • To change your name or email, you just need to type the updated value and make sure to Save the changes.

Please note: Only the administrator of your ftrack account can change your Username.

 

Personal workspace preferences

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Use fuzzy dates

For enabling or disabling the fuzzy dates, there is a checkbox that changes how the dates are displayed for your studio interface.

  • Fuzzy dates enabled: When the checkbox is enabled, the dates are displayed relative to now, eg. a month ago.

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  • Fuzzy dates not enabled: When the checkbox is unchecked, you will see the exact date and time.

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Default page

This setting allows you to choose the landing page you see when you sign into your ftrack account. You can choose either My Tasks or an Overview page.

Preferred language

From the dropdown menu, you can choose the primary language you want to use for your ftrack Studio interface. By default, the preferred site language is set to Browser preference. This will set your ftrack's language to that which you have chosen on your browser.

Please note: You can use ftrack in any of the following languages:

  • English
  • Chinese
  • Spanish
  • Japanese
  • Russian
  • Korean

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Notifications settings

The ftrack workspace Admin will have configured a default set of notifications they'd like each user to receive. These are the settings you will see the first time you access Notifications from My Account

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There are three different options to choose from:

  • Mail notifications - Sends the notifications by email for those updates selected.
  • Internal notifications - Internal notifications can be accessed from any page via the Inbox in the top bar, and they keep the user up to date with your selected information.
  • Include in digest email - This setting determines whether or not to include the notification type in the digest emails.

If you'd like to further personalize your notifications, add or remove an option (Mail notification, Internal notification, Include in digest email) beside each notification type (Notes, Status updates, Assignments, etc.) on the left. You can receive as many notification options as you'd like.

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Image: Dropdown menu to select notification options for "Notes".

To turn a notification option off, click on the 'x' icon to the right of the option, removing it from the notification type. Removing all options will turn off notifications for that item.

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Notification types defined

  • Assignments - Notify me when I am assigned a task.

  • Unassignments - Notify me when I am unassigned from a task.

  • Task claimed (only managers) - Notify me when someone self-assigns to a task. This notification is only available for managers of objects/tasks.

  • Notes (includes all notification types below)

    • Notify me when a note is written on a task I am assigned to.
    • Notify me when a note is written on an object my group is assigned to.
    • Notify me when a note is written on an asset version I published/uploaded.
    • Notify me when my group or I am the recipient of a note.
    • Notify me when someone replies to a note my group or I am a recipient of or have already responded to.
  • Client review - Notify me of new notes and status changes in client reviews.

  • Messages - Notify me when receiving a message where my group or I am the recipient or when there is a reply to a message I have responded to.

  • Note completion - Notify me when a note is marked as completed that my group or I am a recipient of or have replied to.

  • Status updates - Notify me when the status for a non-task entity (shots or custom objects with statuses) is updated where: my group is assigned to, or I am the manager of, or I am assigned to a task of that object.

  • Task status updates - Notify me when a status is updated for a task I am assigned to or if I am the manager of the task/shot/project.

  • Asset status updates - Notify me when the status of an asset version changes if I am the publisher of the asset version or manager of the asset/task/shot/project the asset version is published on.

  • New version, dependent asset - Notify me when a new version of an asset is published that my task depends on.

  • New version, supervised asset - Notify me when a new version of an asset is published on a task/shot/project on which I am a manager.

  • New version, assigned asset -  Notify me when a new version of an asset is published on one of my assigned tasks.

 

If you've selected the 'Include in Digest email' option, you can change how often you receive these emails by changing the Set digest interval at the top of the notification settings page.

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Tip: The daily email digest is a great way to get all your selected updates gathered into one email, at a frequency that works best for you.

 

Digest email example:

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Image: Digest email showing a summary of Assignments and Unassignments

Player

From the Player menu, you can choose your preferred media player. This is the player that will be opened when you play a version (media uploaded to a task or object) within ftrack.

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Please note: Your ftrack Admin may have defined a preferred default for the workspace based on what is available at your company. If you aren't sure if an option is compatible with your workflow, you can confirm with your Admin.

 

Security settings (login & passwords)

From Security Settings, you can manage your Password, Two-factor authentication (2FA), and create your Personal API Key.

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Change your password

To change your password from the Account page, you need to confirm your old password, enter your new password twice, and click Save for confirmation.

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Please note: Your password must have at least eight characters.

 

Reset your password

You can reset your password from the ftrack login page. Under the Sign in command, you will find the Forgot your password? button, which takes you to the reset password form.

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To reset your password, enter the email address or username associated with your account, and click Request.

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Once clicked, follow the instructions given in the email sent to your associated email address.

Please note: Only passwords for user accounts managed by ftrack can be changed using this service. For accounts provided by other systems, such as Google Apps or LDAP etc., you need to contact your system administrator.

 

Personal API key

A personal API key can be used by scripts or integrations to access ftrack programmatically. Each user has a personal API key with the same permissions as the user when logged into the ftrack web interface.

You can select and copy it to use it in ftrack Connect or for your custom integrations.

You can access your API key while clicking on the Create API Key button in the Personal API key window.

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If you already have a key but need to reset it, click Reset API key.

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Please note: While resetting your API key, any integrations or scripts using it will stop working until you update them with the new key.

Tip: For security reasons, be sure to use your API key carefully and do not share it with other people.

  • Find out more about API Key here.

 

Two-factor authentication

Please note: The "Enforce 2FA setting" is only available to Enterprise customers.

  • Our non-enterprise customer who has been using 2FA before the switch (who has the “Enforce 2FA” feature turned on”), will keep the feature on, but once turned off, they will not be able to turn it on again.

 

2FA enables you to add an extra layer of security to your account. If the Enforce two-factor authentication setting is not already enforced by the administrator of your site, 2FA will be an optional setting for each ftrack Studio account and may be enabled individually.

Enable 2FA

To set up a 2FA for your account, you must go to the Two-factor authentication window and click the Enable 2FA button, which opens a window explaining the steps you need to take.

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  • Step 1: Download and install an app such as Authy, Duo Mobile, Google Authenticator, or any other desktop or web-based OTP application.

  • Step 2: Use the authentication app of your choice to scan your device's QR code.

  • Step 3: Once you receive a verification code, enter it into the ftrack Studio dialogue box.

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Once 2FA is enabled, you should receive a confirmation message informing you that your authentication was successful.

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During the subsequent login, after you have entered your initial username and password, you will see this window, which requests a verification code from the authentication app of your choice.

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Disable 2FA

To disable a 2FA for your account, you must go to the Two-factor authentication window in your Security Settings and click the Disable 2FA button, which opens a Disable two-factor authentication? dialogue, asking you to insert the verification code from your authentication app of choice.

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  • Step 1: Use the authentication app of your choice to get the code.

  • Step 2: Enter the code into the Insert code… dialogue box.

  • Step 3: Confirm by clicking on the Verify code and disable button.

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Generate 2FA backup codes

If your device containing the authentication app is lost or unavailable, you can utilize backup codes instead.

Please note: This is a preemptive measure - backup codes must be generated, downloaded, and stored at a time when the device is still available.

Tip: We recommend keeping your codes somewhere safe for later use. As with your authentication codes, the backup codes are only usable to others if they also have access to your password.

 

To generate a backup code, you need to click Generate backup codes button in the same Two-factor authentication window.

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  • Step 1: Use the authentication app of choice to get the code.
  • Step 2: Enter the code into the Insert code… dialog box.
  • Step 3: Confirm by clicking on the Verify and get codes button.

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The backup codes are then generated and can be copied or printed for safe storage and use if your device/authentication app is unavailable.

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Tip: Backup codes come in sets of ten. You can generate a new set at any point, which will make the old set inactive.
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