Profile and sign-in
Your profile is personal to you. It holds your name, your photo and your sign-in security, and it follows you into every workspace you belong to. This page covers how you sign in, how to keep your account secure, and how to leave a workspace or delete your account.
Open it from Profile under Account in the sidebar, or from Profile in the account menu at the top right.
Sign in
Section titled “Sign in”You can sign in to Bokapsys in three ways:
- Email and password. Enter your email and password, then select Sign In.
- Continue with Google. Sign in with your Google account.
- Continue with Microsoft. Sign in with your Microsoft account.
When you sign in with Google or Microsoft, Bokapsys receives your name, email address and profile picture from that provider so it can identify you. It doesn’t get access to your mail, files or calendar through sign-in.
If you belong to more than one workspace, Bokapsys asks you to Choose a workspace after you sign in. See Workspaces.
How long you stay signed in
Section titled “How long you stay signed in”Your workspace decides how long members stay signed in, from 8 hours up to 30 days, or until you close the browser tab. When the time is up, you’re asked to sign in again. A super admin sets this in Company Settings under Session Settings. See Company settings.
You may also be asked to sign in again after an admin changes the permissions of your role. That makes sure the change applies to you straight away.
Reset a forgotten password
Section titled “Reset a forgotten password”- On the sign-in page, select Forgot? next to the password field.
- Enter your email address and select Send reset link.
- Open the email from Bokapsys and follow the link to choose a new password.
For your privacy, the page shows the same message whether or not an account exists for the address you entered. If no email arrives, check your spam folder and make sure you typed the address you sign in with.
Change your password
Section titled “Change your password”- Go to Profile.
- In Change password, select Send verification code. Bokapsys emails a 6-digit code to the address on your account.
- Enter the Verification code, your New password and Confirm new password.
- Select Update password.
If the code doesn’t arrive, select Resend code.
A password must be at least 8 characters long and include an uppercase letter, a lowercase letter, a number and a symbol.
Update your name and photo
Section titled “Update your name and photo”- Go to Profile.
- To change your photo, select Choose image, pick an image, then select Upload new. Your photo is visible to the other members of your workspaces.
- To change your name, edit Full Name and select Save changes.
You can’t change your email address. It identifies your account. If you need to move to a different address, contact us.
Turn on two-factor authentication
Section titled “Turn on two-factor authentication”Two-factor authentication (2FA) adds a second step to signing in: as well as your password, you enter a 6-digit code from an authenticator app on your phone. Someone who learns your password still can’t get into your account without your phone. We strongly recommend turning it on.
You need an authenticator app such as Google Authenticator, Authy or 1Password. The card on your profile links to Google Authenticator in the App Store and on Google Play if you don’t have one.
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Go to Profile and find Security · Two-Factor Authentication.
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Select Enable Two-Factor Authentication.
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Confirm your password and select Continue. If you sign in with Google or Microsoft, you don’t need a password here: just select Continue.
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Open your authenticator app, tap + and choose to scan a QR code. Scan the QR code shown on screen. If you can’t scan it, type in the secret shown beside it instead.
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Select I’ve scanned it.
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Enter the 6-digit code your app is showing and select Verify & Enable.
The card now shows Enabled. When you sign in on a device Bokapsys doesn’t recognise, you’re asked for the Authenticator code from your app after your password. Enter it and select Verify and sign in.
Turn off two-factor authentication
Section titled “Turn off two-factor authentication”On your profile, select Disable Two-Factor Authentication. Enter your password (unless you sign in with Google or Microsoft) and a current 6-digit code from your authenticator app, then select Disable. You need your authenticator app to turn 2FA off, so someone with only your password can’t remove it.
Leave a workspace
Section titled “Leave a workspace”Leaving removes you from the workspace you’re currently in. Your account and your other workspaces aren’t affected, and an admin can invite you back later.
- Go to Profile and find Leave this workspace.
- Select Leave workspace.
- Type the workspace’s name exactly as shown, then select Leave workspace again.
Everything you did in the workspace stays there for the remaining members, because it belongs to the workspace. If you were the only member, the workspace is removed too. Bokapsys won’t let you leave if you’re the workspace’s owner or its only super admin. The message explains what to do first, such as giving another member the super admin role.
Delete your account
Section titled “Delete your account”Deleting your account removes you from every workspace you belong to and can’t be undone. To leave just one workspace, use Leave workspace instead.
- Go to Profile and find Danger Zone.
- Select Delete account, then confirm with Yes, delete my account.
- Bokapsys emails you a 6-digit code. Enter it and select Confirm delete.
Any workspace where you were the only member is deleted with your account. Workspaces you share with other people stay available to them. For how long deleted data takes to be removed from our systems, see the privacy policy.