Cloudica: How to Use the User Menu

How to Use the User Menu

The User Menu in the Application Dashboard displays your account information and a list of options for interaction. The button shows your latest snapshot or initials and a green dot indicating Live Monitoring Status.

To open the User Menu,

Go to the main header of the dashboard.
Click the button on the far right of the header.

This will open the User Menu and there you will see the menu consisting of two columns. On the left side are the following:

Timezone,
My Account,
and Tools.

The right column is the Main Menu and it contains the following:

Manage Users
Send Invite
My Data,
My Shared Data,
Settings,
Update Password,
Download Desktop App,
and Logout.

Timezone

There are two timezones displayed in this section.

Company Settings This is the default timezone and location of the users registered under the organization’s account.
On this Device The device timezone is based on the user’s browser.

My Account

The My Account section displays your basic information. It indicates the username, email address, and role. The role is the type of account the user has. It can be the Owner, Manager, or Remote User.

Tools

There are three functions under Tools. They are the Live Monitoring, Usability Tips, and Broadcast.

The Live Monitoring Tool is responsible for the real-time updates displayed on the Application Dashboard. When switched off, the dashboard will stop receiving data from the user's desktop app.
The Usability Tips switch enables or disables the tips. These are tips or instructions that pop up to help the user become familiar with the dashboard’s functionality. When it is switched on, a pop-up will display.
The Broadcast Tool allows the user to broadcast his data for others to view. The viewers can be anyone with or without a Cloudica™ account.

Main Menu

The Main Menu is in the right column of the User Menu.

Manage Users This takes you to the User Management module.
Send Invite This allows you to invite users to the company account.
My Data Lets you navigate to your default view of the Application Dashboard.
My Shared Data Gives you access to the past and current data you shared with others.
Settings Lets you update your personal information and password.
Update Password Lets you change your account password.
Download Desktop App Allows users to download the latest version of the desktop application installer.
Logout Clicking the Logout button ends the user’s session on the dashboard.

Monitoring Status

When logged in to your Desktop App, a green dot with the status icon appears with your User Menu. This indicates your Monitoring Status. This also allows you to change your Monitoring Status from the Application Dashboard.

There are three Monitoring Status: Monitored, Confidential, and Incognito.

To update the Monitoring Status using the User Menu, follow the steps below:

Click the green dot of the User Menu.
A menu will appear. Choose and click the status from the menu.

Once the status is updated in the dashboard, the Monitoring Status in the Desktop App is also updated.

Know more about Updating the Monitoring Status from the Application Dashboard.

Monitoring Status Meanings

Monitored Status

Shown as a checkmark icon.
The default status upon the initial login to the app.
All computer activity by a user is recorded.

Confidential Status

Displayed as a shield icon.
All screenshots are blurred and keystrokes are masked.

Incognito Status

Shown as an incognito icon.
The user remains logged in but no monitoring activity is captured.
The work time, screenshots, snapshots, app usage, keystrokes, etc. are not recorded.

Instead of logging out of the desktop app, users have the option to switch to Incognito status whenever they take breaks, they need to be away from their computers, or they have to do non-work related activities.