User Manual
User Manual
Setting up your personal profile information for your database account and preferences can be done through your Personal Settings panel.
To access the Personal Settings panel, hover on your name (if you don't have a name registered, your e-mail address will be shown) on the upper-right side of your screen. Under Personal, click Personal Settings.
Your Profile page allows you to set your display name, change your password, and set your phone, picture, and signature. This information will only be visible to system administrators in your Ragic account through the internal user information panel, and anywhere this information is linked to within your database for users with access rights to view this information.
The picture you upload to your Profile will be your avatar in Ragic. You can also choose a picture from default pictures as an alternative to uploading your own.
The uploaded picture will be displayed in Comments、Tasks、Notifications and Select User Fields.
Additionally, you can set a Deputy and enable the Activate and Notify Deputy option. The system will automatically send approval requests to your deputy when an approval flow related to you starts. Using this option is very helpful when you are on leave.
You can generate your API key in Personal Settings. Click this button will reset your API key as well.
You can activate Two-step authentication to protect your account with both your password and your phone.
Note: The following steps are for the new authentication method. If you have previously set up two-step authentication, you will receive a notification message prompting you to change to the new authentication method. Please follow the steps below to make the transition.
Step 1: Enter your password to confirm that you are the account owner.
Step 2: Choose the authentication method. The method can be adjusted through the Security Settings in the Company Settings.
There are two categories of authentication methods: obtaining a time-based one-time password (TOTP) through the Ragic app or a third-party app and directly receiving authentication codes via email. Below are the details of each authentication method.
1. Ragic App: Use the Ragic App to obtain a time-based one-time password for authentication. Follow the steps to complete the setup.
2. Google Authenticator: Install the Google Authenticator app on your mobile device. Scan the QR code to obtain and input the time-based one-time password to complete the setup. For details, please click "Configuration Instructions".
3. Microsoft Authenticator: Install the Microsoft Authenticator app on your mobile device. Scan the QR code to obtain and input the time-based one-time password to complete the setup. For details, please click "Configuration Instructions".
4. Authy Authenticator: Install the Authy Authenticator app on your mobile device. Scan the QR code to obtain and input the time-based one-time password to complete the setup. For details, please click "Configuration Instructions".
5. Email authentication: After clicking "Next," the authentication code will be sent to your email. Enter the code to complete the setup.
Step 3: Click "Enable" to complete all the steps.
Step 4: When logging into your account, you will be prompted to enter an authentication code according to the authentication method you have selected.
1. Obtain a time-based one-time password (TOTP) through the Ragic app or a third-party app.
2. Receive an authentication code via email.
Step 5: Click on "Two-step authentication" again in your Personal Settings to view the status. You can also disable Two-step authentication or change the authentication method.
Your Preferences panel is a global display setting that affects how you interact with your Ragic database sheets. The default values and what these preference options mean are explained below:
| Preference | Default Value | Description |
|---|---|---|
| Show fly-in when hovering on linked fields | On | Displays the right panel fly-in when hovered on linked fields. |
| Show fly-in when clicking on linked fields | On | Displays the right panel fly-in when clicking on linked fields. |
| Go to source data when clicking on linked fields | Off | Opens the source data in a new tab when clicking on linked fields. You can only turn on either Show fly-in when clicking on linked fields or Go to source data when clicking on linked fields at the same time. |
| Show fly-in when hovering on linked subtable fields | On | Displays the right panel fly-in when hovered on linked fields in subtables. |
| Show fly-in preview when hovering on uploaded picture or file | On | Displays an image or file preview for image upload fields or file upload fields when hovered on an existing uploaded image or file. |
| Display e-mail addresses as a link | On | Displays E-mail fields as links, and behaves according to how the user has configured their browser setting for e-mail addresses. |
| Display phone numbers as a link | On | Displays Phone fields as links, and behaves according to how the user has configured their browser setting for phone links. |
| Open tab folder menu with mouse click | Off | Toggles setting for tab menus to display sheet names when hovered or clicked. |
| Display Most Visited block and Recent Items block | Off | Displays recently used sheets and records in the left side panel. |
| Show Pencil Icon for Editing in Listing Page | On | Displays Pencil Icon in Listing Page for quick access to Edit Multiple Entries. |
| Show User Card information | On | Displays the User Card when viewing user data. Since the User Card is accessible only for Internal Users. External Users cannot view this information, regardless of the setting. |
| Show the BBCode menu when typing / | On | Displays the BBCode menu when typing /. |
| Show the list of mentionable users when typing @ | On | Displays the user selection menu when typing @. |
| Number of entries per page | 25 | Global setting for the number of entries displayed on listing pages. This can be configured for individual sheets with this method. |
| Font Size | 1.00X | Setting the font size of the data in the form. |
You can also turn off all of the fly-in by clicking gear icon in right panel. For detailed information please refer to this article.
