IBC Portal

IBC Portal Login

The IBC portal lets registered users access one or more products remotely (via desktop, tablet, and smartphone).

See latest release notes for Version 2.06.1.

2/25/2020 Feature 1: User owners can now be assigned to products. Each product is typically assigned a "user owner" at the time of registration. A "user owner" may be the homeowner or a provider contact (e.g., Provider Installer), or both. User owners are also given a Provider role, which determines the level of access to a product/product group. Homeowners, who are given a Provider Manager role, have the ability to grant providers (typically Provider Installers) permission to access their product(s). For more information, see Assigning user-owned products.

Feature 2: Provider Managers (contractor managers) can assign different levels of access, giving one or more Provider roles permission to access a product/product group. For more information, see Adding, assigning, editing, and deleting product groups.

Contractors and installers can manage product performance remotely by adjusting heating, receiving product alert messages, and troubleshooting. Homeowners can monitor and adjust the temperature on their products when away.

The IBC Portal:

  • Enables access to registered products from any location.
  • Provides a secure way to manage a product.
  • Provides around-the-clock monitoring of product performance.
  • Provides access to product real-time information.
  • Reduces call-out visits.
  • Enables IBC technical support to troubleshoot product setup or issues.

When you are registered in the IBC portal, you are assigned a specific role. User roles represent various security levels, allowing or restricting user access to product operation. To check your assigned role, after logging in, go to the Welcome dropdown list in the top-right corner, select Profile and on the User Profile page, see User Role.

The table below describes the user roles:

User Role Description
Provider Monitor Homeowner or administrator who can monitor products assigned to their provider (typically a contractor) and product group (if assigned).
Provider Tech Support Performs technical support on products assigned to their provider, and can also install (register) products. Also has the ability to view product-related information and to reassign product ownership. This role has limited ability to grant permission.
Provider Installer Manages product groups and products assigned to their provider, and can also install (register) products. Others tasks include adding and removing product groups and products, and reassigning products to another owner.
Provider Manager Responsible for setting up provider users (users employed by the provider), product groups, and managing the products and users for their provider. A provider manager can also install (register) products. Multiple Provider Managers can be assigned under a provider.
User owner A product is typically assigned to a "user owner" at the time of registration. A "user owner" may be the homeowner or a provider contact (e.g., Provider Installer), or both. User owners are also given a Provider role, which determines the level of access to a product/product group.
Regional Manager Has user and management privileges within their assigned region.
Regional Tech Support Performs technical support actions within their region, manage providers and their assigned products.
Regional Monitor Monitors privileges for all products assigned to any provider in their region.

Note that the ability to perform tasks is dependent on user-owner access rights, user roles and provider permissions.

Tasks Performed in V-10 IBC Portal Provider Monitor Provider Tech Support Provider Installer Provider Manager Regional Monitor Regional Tech Support Regional Manager
Viewing product information  
Viewing and editing user profile information      
Viewing information about the providers and product groups
Editing product (profile) information    
Assigning user-owners to products      
Viewing user-owners to products
List user-owned products for the logged-in user’s region. [Unassigned] User Owned products will display for Regional Manager.        

Managing products: adding/assigning product groups, editing or deleting product profiles

Managing products: view profile, edit, and delete
         
Transferring a product to another user owner          
Transferring a product to another product group            
Setting up email alerts*      
Viewing Provider Permissions **
Modifying and deleting Provider Permissions    
Managing user records: editing user information, deleting users, resetting passwords          
Activating and deactivating products      
Generating an "installer key" to register a product from the product touchscreen controller    
Modifying product settings via Technician/Touchscreen website
Updating a product with the latest software update    
Modifying settings in a product    
Switching a product to unoccupied "away" mode
Setting date and time
Setting overrides
Modifying your password

* Permitted if logged-in user is also the product's user owner

**Will be visible to Provider Monitors only if they are the product’s user owner

You can perform tasks in the IBC portal using menu options and tool buttons.

Not all buttons or menu options will be available in the user interface, only those that are applicable to the logged-in user role. For example, if you are logged in with an assigned Monitor (Provider) role, you will not see the Installer/Download Key buttons. These buttons are associated with the task of using an installer key to register a product, a task that can be performed only by a user assigned with the Manager, Tech Support and Provider Installer roles.

It's worth noting that some of the buttons will display only on a smartphone device.

See the table below for a description of menus and buttons available in the portal:

Menu or Button

Description
Use on a desktop, tablet, and smartphone to navigate to the Home page.
Use on a desktop, tablet, and smartphone to manage product groups option and users (if assigned the Provider Manager role).
Displays the latest version of the portal software and terms and conditions.
Use to log out of the IBC V10 portal.
Use on a desktop, tablet, and smartphone to access the profile of the logged-in user. Here the user (depending on the user role) may change password, edit contact details, product group details, set up an installer key or assign a new key.

(displays on desktop and tablet)

 Navigates to a dashboard-representation of a product's settings. On a desktop, the Technician site displays more information on the screen about a product's operation including a unique view of multi-product systems when viewing the Master product's settings.

The Technician button has access to the same information as the Product View buttons.

Touchscreen button or Touchscreen button

(displays on desktop and tablet)

Navigates to a representation of a product's touchscreen controller. The "Product View" site is designed for a small screen such as a smartphone.

The Product View - V1, V2 buttons have access to the same information as the Technician button.

View information on products, users, product groups, and provider information.
Exits a screen without saving information that may have been entered on the screen.
Navigates back to the previous screen.
(If permitted) Enables you to activate a registered product. When a product is activated, the Technician and Touchscreen buttons will display on the products List page. For information on product status icons, see IBC Portal.
(If permitted) Enables you to deactivate a registered product. When a product is deactivated, the Technician and Touchscreen buttons will no longer display on the products List page. For information on product status icons, see IBC Portal.
Use to add a product group, provider user, provider permissions, alert emails for a product group, alert emails for a product, or recipients to an email alert list.
Use to delete (from the system) a product's profile, product groups, a user record, and an email address.
Use to modify a product's profile, user profile, product group name, and product settings.
Use to set up an email alert list for a product, provider, or for a product group. Also use to delete or disable an email address from an email alert list.
Select to navigate to the Setup Installer Key screen where you can download the installer key.
Select to grant permission to provider roles to access products and/or product groups.
Downloads a new installer key to the desktop, and displays instructions on saving the file to a USB stick.
Use to change the logged-in user's password.
Use to reset a user's password.
Use to saves changes made on a screen.
Use to exit the Technicians site.
Use to exit the Touchscreensite.
Displays on a tablet and smartphone after tapping (Options button). Use to return to the Home screen.
Displays on a tablet and smartphone after tapping (Options button). Use to display a list of providers.
Displays on a smartphone after tapping (Options button). Use to display a list of users.
Displays on a smartphone after tapping (Options button). Use to exit the IBC portal (displays the Login screen).

All products listed in the products list are successfully registered products. product status icons provide a product’s current state indicating whether activated/deactivated and connected/disconnected, as described in the following table.

product Status
Icon product Connected product Activated Description
Boiler activated icon Yes Yes Registered product is connected to the IBC portal and users can access a product via the Technician and Touchscreen buttons.
Boiler registered but not activated icon Yes No Registered product is connected to the IBC portal, but there is no remote access to the product (e.g., you cannot access the Technician and Touchscreen buttons).
Boiler activated but not registered No Yes Registered product is not connected to the IBC portal, but the product has been activated in the portal. Once the product is connected, users can access the Technician and Touchscreen buttons.
Boiler not registered and not activated No No Registered product is not connected to the IBC portal, and users cannot access the Technician and Touchscreen buttons.

Table 1 product status icons in the IBC Portal

  Note

If a registered product has been disconnected and also deactivated, the product will not reconnect until the product is reactivated.

On the products page, the status icons are listed under the Status column. When you move/hover the cursor over an icon image, a message box appears that provides the product’s current state. Note that the date/ time that the product connected or disconnected is also provided. The following table presents examples of product Status message boxes:

Activated. Connected Date/Time: 2018-01-20 12:37:30 GMT
Not activated. Connected Date/Time: 2018-03-15 12:37:30 GMT
Activated. Disconnected Date/Time: 2017-08-20 14:37:30 GMT
Not activated. Disconnected Date/Time: 2017-08-15 15:37:30 GMT

The role of Monitor (Provider) is typically assigned to administrators, who are required to monitor products on behalf of their provider (e.g., contractor). If desired, the Monitor (Provider) role can also be assigned to homeowners wanting to monitor their own product.

If you have been assigned the role of Monitor (Provider) in the IBC portal, you can monitor product status and make changes (as described below) to a product. Note that the instructions below assume that you are logged in to the IBC portal.

Tasks that monitors can perform include:

You can view a product profile to check certain information such as whether a product is activated.

To view information about a product:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address, and then press Enter.
  2. Select View button in the row associated with the desired product.

The product Profile page is displayed.

You can check and update your contact and address information.

To view and edit contact information:

  1. In the Welcome area (top-right corner), select the down arrow and then select .
  2. To update information on the User Profile page, select Edit button.
  3. On the Edit User Profile page, make your change(s).
  4. To save your changes, select Save button (to exit without saving, select ).

You can view information about your provider as well as information about associated product groups and products that you may have access to in the system.

To view information about the provider and associated product groups and products, In the Welcome area (top-right corner), select the down arrow and then select .

products that you can view will be displayed in the "product Group and/or "User Owned products" section.

You can view a product's operational settings using two methods: the Technician site and the Touchscreen site accessible via the Technician button and Touchscreen button or Touchscreen button buttons.

Difference between the Technician and the Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a product's settings. Selecting the Touchscreen button displays a representation of a product's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a product's operation including a unique view of multi-product systems when viewing the Master product's settings.

Dashboard of boiler's settings

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen mobile view

Touchscreen Home Standby page

To view a product's operational settings:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select either Technician button ,Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select Exit to exit the site.

If you are a homeowner, you can use the ‘Unoccupied’ energy-saving mode when you go away for a period of time (e.g., holiday).

To switch the product to 'unoccupied' mode:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select the Standby screen.
  4. On the Main Menu, select User Settings.
  5. Select the Occupied check box to remove the check mark.
  6. To save your changes, select Save button (to exit without saving, select ).

To return a product to occupied mode:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select the Standby screen.
  4. On the Main Menu, select User Settings.
  5. Select the Occupied check box to insert a check mark.
  6. To save your changes, select Save button (to exit without saving, select ).

Setting the date and time in a product is necessary for programming overrides.

If the product is:

  • Connected to the internet, you can set the date and time to automatically update.
  • Not connected to the internet, you will need to set it manually. For example, when there is a daylight saving time change.

When the product is connected to the internet, you can set up the date and time to automatically update its internal clock from an Internet time service.

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select the Standby screen.
  4. On the Main Menu, select User Settings.
  5. Select Date & Time.
  6. Ensure that the NTP Server option is selected.

    The Time and Date boxes are disabled, and cannot be selected.

  7. If required, select the Time Zone box, and select a time zone option, and then choose OK.
  8. Ensure that the Auto DST check box is checked.
  9. To save your changes, select Save button (to exit without saving, select ).

If the product is not connected to the internet, there will be times when you need to manually set/reset a product’s date and time. For example, if the product has been shutoff, or if there has been a daylight saving time change.

To set the date and time manually:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select the Standby screen.
  4. On the Main Menu, select User Settings.
  5. Select Date & Time.
  6. Ensure that the Internal option is selected.
  7. Set the Date & Time boxes, using the keypad.
  8. If required, tap the Time Zone box, and select an option.
  9. To save your changes, select Save button (to exit without saving, select ).

Setting overrides enables you to reduce water temperature during home unoccupied periods.

To schedule one or more overrides:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select the Standby screen.
  4. On the Main Menu, select User Settings.
  5. Select Setback Schedule.
  6. Select View button for a setpoint load (e.g., Load 1 - Set Point).

    The product’s current indoor setpoint is displayed in the "Temperature" box.

  7. (Optional) To change the temperature, select inside the Temperature box, and using the keypad, enter a temperature between 59°F and 185°F, and then select OK.

    Each time period is defined by a start and a stop time in 24 hour clock format.

  8. Select inside the Start Time box, and using the up-down arrows set a start time.
  9. Select inside the End Time box, and using the up-down arrows set a start time.

    Alternatively, use the up-down arrows in the Duration field to set the number of hours.

  10. In the Repeat Cycle area, select the check boxes for the required day(s).
  11. Repeat the previous steps for Setback Schedule 2 and 3, if desired.
  12. Select Save.

    Temperature Override programming can be enabled or disabled for each load independently.

  13. Select the Enable Schedule check box for the load(s) that you want to set.
  14. To save your changes, select Save button (to exit without saving, select ).

You can change your password from the IBC Portal Login page or after logging in.

To modify your password if you are logged in:

  1. In the Welcome area (top-right corner), select the down arrow and select Profile.
  2. Select Change Password button.
  3. On the Change Password for User page, complete the Password boxes.
  4. To save your changes, select Save button (to exit without saving, select ).

The role of Tech Support (Provider) is assigned to users certified to service products on behalf of their provider. If you are assigned a Tech Support (Provider) role, you can perform specific tasks in the IBC portal according to the access privileges of the role. Note that the instructions below assume that you are logged in to the IBC portal.

Tasks that Tech Support users can perform include:

You can view information on a product's settings via the Technician site or the Touchscreen site. For a description of each site, see Modifying settings in a product

To view a product's operational settings:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select either Technician button , Touchscreen button or Touchscreen button in the row associated with the product.
  3. Select Exit to exit the site.

You can perform a software update from the Technician and Touchscreen sites.

  Note

Software updates from the IBC portal can be performed only on products running version 1.03.3 and later. If you attempt a software update via the IBC portal on a product running an older software version, an error message will be displayed.

Depending on a site's firewall, this method of updating software may not be allowed.

  1. Go to https://portal.ibcboiler.com/, and log in.
  2. On the IBC Dashboard Products page, if the product is not listed, in the Search box enter the product's MAC address.
  3. Select .
  4. From the menu on the left, select Restart Options.
  5. Select the Internet Update option, and follow the instructions.

    If a product fails to update, it may still restart.

  6. To check that the software update has occurred, you can select the About menu menu to view the software release version.

    When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

  7. Check that the product has returned to normal operation.
  1. Go to https://portal.ibcboiler.com/, and log in.
  2. On the IBC Dashboard Products page, if the product is not listed, in the Search box enter the product's MAC address.
  3. Select Touchscreen button or Touchscreen button.
  4. Tap the screen to view Main Menu.
  5. Tap Diagnostics > Advanced Diagnostics > Software Update.
  6. Tap Internet, and follow the instructions.

    If a product fails to update, it may still restart.

  7. To check that the software update has occurred, go to Main Menu>Diagnostics>product Information>Software Release.

    When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

  8. Check that the product has returned to normal operation.

You can make operational adjustments to a product managed by your provider using two methods: the Technician site and the Touchscreen site accessible via the Technician button and Touchscreen button or Touchscreen button buttons.

Difference between the Technician and Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a product's settings. Selecting the Touchscreen button displays a representation of a product's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a product's operation including a unique view of multi-product systems when viewing the Master product's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen mobile view

Touchscreen Homepage Standby page

To modify a product's settings:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select either Technician button , Touchscreen button or Touchscreen button associated with the product.
     Note

    The "Diagnostics" menu is read-only, and is reserved for IBC technical support staff.

    To view how to make changes in the V-10 touchscreen controller, see .

    Make changes as required.
  3. To save your changes, select Save button (to exit without saving, select ).
  4. To return to the IBC Dashboard page, select the Exit button in the top-right corner.

You can view a product profile to check certain information such as whether a product is activated.

To view information about a product (via a product group), In the Welcome area (top-right corner), select the down arrow and then select .

products that you can view will be displayed in the "product Group and/or "User Owned products" section.

You can modify a product's profile, for example, update contact information. Note that the User Owner and Status boxes cannot be edited.

To edit information about a product:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address, and then press Enter.
  2. Select View button in the row associated with the product profile you want to edit.
  3. On the product Profile page, select Edit button.
  4. On the Edit product Profile page, make your change(s).
  5. To save your changes, select Save button (to exit without saving, select ).

You can view your provider's contact information as well as view associated product groups and products managed by your provider.

To view your provider's contact information and associated product groups:

  1. Select Management menu, and then select product Groups.

    The product Groups page lists one or more product groups associated with your provider if your user role allows you to view the product groups.

  2. To view information on your provider, select a blue link in the Provider column.

    The Provider Profile page lists your provider's contact information as well as a list of product groups and products managed by your provider.

  3. To view products associated with a product group, select a blue link in the product Group column.

An installer key (use only with products set up with software version 1.10.1 or later) is a file that contains a provider's profile. An installer key is used to assign a product to a provider at the time of product registration from the controller. The advantage of using an installer key is that it simplifies the process for the Provider Installer: the product is automatically assigned to the user owner and provider, and activated in the portal as it registers.

  Note

A product must be installed and connected to the IP Network before it can be registered in the portal. Once installed and connected to an IP Network, you can insert the USB (that contains the installer key [installer.key file]) into the product's touchscreen controller.

To download an installer key:

  1. Select the Welcome user drop-down arrow (beside the Username) in the top-right corner of the IBC portal page, and select Profile.

  2. Select Setup Installer Key button.
  1. Select Download Key button to download the installer.key file to your computer.

  2. Copy the installer.key file to a USB stick.

      Note

    You will need to copy the installer.key to the main top-level folder/directory on your USB stick. When registering, the touchscreen controller will only look in the top-level directory/folder, not subfolders/subdirectories. Also, ensure that the file name is "installer.key".
  3. With the USB inserted in the touchscreen controller (see ), do the following:
  4. Tap the Standby > Installer Settings > System Settings > Network Settings.

  5. Scroll down to the Internet Portal area, and tap the Register button.

    The "Grant IBC access to your product" pop-up is displayed.

  6. To confirm that you allow IBC to access the product, tap Yes>OK. Do not select "restart the product" until registration is complete.

    Warning

    While the product is registering:

    • Do not select "Save" after pressing the "Register" button because the product will restart.
    • Do not reboot the product controller until registration is complete. Rebooting a product with a USB stick inserted in the controller causes a new port to be assigned to the USB port. Thus, during portal registration, the installer.key is not found. To restore default port names, reboot the product without the USB stick.

    Successful product registration to the IBC portal typically takes up to 10 minutes.

    During the product registration process, the Internet Portal button changes to "Working" (possibly "Fault"), and when registration is successful, to "Unregister".

  7. If, after 10 minutes, the Internet Protocol button still displays "Register", restart the product, and then repeat the registration process using the installer key.

    Troubleshooting:
    1. If the product is disconnected after registration, view the product record to determine if there is an "Allow product Re-registration" button. Press the button and wait for the re-registration to complete.
    2. If the button displays "Fault", tap the button and confirm to unregister the product. Wait 10 minutes, wait for the button to change to 'Register', and then restart the product.
    Restart registration.

    If the Internet Protocol button says "Fault", see Troubleshooting the IBC V10 portal.

You can change your password after logging in.

To modify your password if you are logged in:

  1. In the Welcome area (top-right corner), select the down arrow and select Profile.
  2. Select Change Password button.
  3. On the Change Password for User page, complete the Password boxes.
  4. To save your changes, select Save button (to exit without saving, select ).

The role of Installer (Provider) is assigned to users certified to install products on behalf of their provider. If you are assigned the Installer (Provider) role, you can perform specific tasks in the IBC portal according to the access privileges of the role. Note that the instructions below assume that you are logged in to the IBC portal.

Tasks that installers can perform include:

You can view information on a product's settings via the Technician site or via the Touchscreen site. For a description of each site, see Modifying settings in a product.

To view a product's operational settings:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select either Technician button , Touchscreen button or Touchscreen button in the row associated with the product.

You can run a software update from the Technician and Touchscreen sites.

  Note

Software updates from the IBC portal can be performed only on products running version 1.03.3 or later. If you attempt a software update via the IBC portal on a product running an older software version, an error message will be displayed.

Depending on a site's firewall, this method of updating software may not be allowed.

  1. Go to https://portal.ibcboiler.com/, and log in.
  2. On the IBC Dashboard Products page, if the product is not listed, in the Search box enter the product's MAC address.
  3. Select .
  4. From the menu on the left, select Restart Options.
  5. Select the Internet Update option, and follow the instructions.

    If a product fails to update, it may still restart.

  6. To check that the software update has occurred, you can select the About menu menu to view the software release version.

    When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

  7. Check that the product has returned to normal operation.
  1. Go to https://portal.ibcboiler.com/, and log in.
  2. On the IBC Dashboard Products page, if the product is not listed, in the Search box enter the product's MAC address.
  3. Select Touchscreen button or Touchscreen button.
  4. Tap the screen to view Main Menu.
  5. Tap Diagnostics > Advanced Diagnostics > Software Update.
  6. Tap Internet, and follow the instructions.

    If a product fails to update, it may still restart.

  7. To check that the software update has occurred, go to Main Menu>Diagnostics>product Information>Software Release.

    When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

  8. Check that the product has returned to normal operation.

You can make operational adjustments to a product managed by your provider using two methods: the Technician site and the Touchscreen site accessible via the Technician button and Touchscreen button or Touchscreen button buttons.

Difference between the Technician and Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a product's settings. Selecting the "Touchscreen" button displays a representation of a product's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a product's operation including a unique view of multi-product systems when viewing the Master product's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen mobile view

Touchscreen Homepage Standby page

To modify a product's settings:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select either Technician button or Touchscreen button or Touchscreen button associated with the product.
     Note

    The "Diagnostics" menu is read-only, and is reserved for IBC technical support staff.

    To view how to make changes in the V-10 touchscreen controller, see .

  3. Make changes as required.
  4. To save your changes, select Save button (to exit without saving, select ).
  5. To return to the IBC Dashboard page, select the Exit button in the top-right corner.

You can view your provider's contact information as well as view associated product groups and products managed by your provider.

Provider Profile page

To view your provider's contact information and associated product groups:

  1. Select Management menu, and then select product Groups.

    The product Groups page lists one or more product groups associated with your provider.

  2. To view information on your provider, select a blue link in the Provider column.

    The Provider Profile page lists your provider's contact information as well as a list of product groups managed by your provider.

  3. To view products associated with a product group, select a blue link in the product Group column.

You can view a product profile to check certain information such as whether a product is activated.

To view information about a product (via a product group):

  1. In the Welcome area (top-right corner), select the down arrow and then select .

  2. In the User Owned products area, in the product Name column, click on the blue link to view the specific product's information.

You can view a list of (user-owned) products for which you are a primary contact.

In the Welcome area (top-right corner), select the down arrow and then select .

See the "User Owned products" area for details.

When you edit product information you are changing a product's profile information such as contact information and email alerts. If a homeowner requests remote access to their product, see IBC Portal.

To edit information about a product:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address, and then press Enter.
  2. Select View button in the row associated with the product profile you want to edit.
  3. On the product Profile page, select Edit button.
  4. On the Edit product Profile page, make your change(s).
  5. To save your changes, select Save button (to exit without saving, select ).

An installer key (use only with products set up with software version 1.10.1 or later) is a file that contains a provider's profile. An installer key is used to assign a product to a provider at the time of product registration from the controller. The advantage of using an installer key is that it simplifies the process for the Provider Installer: the product is automatically assigned to the user owner and provider, and activated in the portal as it registers.

  Note

A product must be installed and connected to the IP Network before it can be registered in the portal. Once installed and connected to an IP Network, you can insert the USB (that contains the installer key [installer.key file]) into the product's touchscreen controller.

To download an installer key:

  1. Select the Welcome user drop-down arrow (beside the Username) in the top-right corner of the IBC portal page, and select Profile.

  2. Select Setup Installer Key button.
  1. Select Download Key button to download the installer.key file to your computer.

  2. Copy the installer.key file to a USB stick.

      Note

    You will need to copy the installer.key to the main top-level folder/directory on your USB stick. When registering, the touchscreen controller will only look in the top-level directory/folder, not subfolders/subdirectories. Also, ensure that the file name is "installer.key".
  3. With the USB inserted in the touchscreen controller (see ), do the following:
  4. Tap the Standby screen.
  5. Tap Installer Settings > System Settings > Network Settings.

  6. Scroll down to the Internet Portal area, and tap the Register button.

    The "Grant IBC access to your product" pop-up is displayed.

  7. To confirm that you allow IBC to access the product, tap Yes>OK. Do not select "restart the product" until registration is complete.

    Warning

    While the product is registering:

    • Do not select "Save" after pressing the "Register" button because the product will restart.
    • Do not reboot the product controller until registration is complete. Rebooting a product with a USB stick inserted in the controller causes a new port to be assigned to the USB port. Thus, during portal registration, the installer.key is not found. To restore default port names, reboot the product without the USB stick.

    Successful product registration to the IBC portal typically takes up to 10 minutes.

    During the product registration process, the Internet Portal button changes to "Working" (possibly "Fault"), and when registration is successful, to "Unregister".

  8. If, after 10 minutes, the Internet Protocol button still displays "Register", restart the product, and then repeat the registration process using the installer key.

    Troubleshooting:
    1. If the product is disconnected after registration, view the product record to determine if there is an "Allow product Re-registration" button. Press the button and wait for the re-registration to complete.
    2. If the button displays "Fault", tap the button and confirm to unregister the product. Wait 10 minutes, wait for the button to change to 'Register', and then restart the product.
    Restart registration.

    If the Internet Protocol button says "Fault", see Troubleshooting the IBC V10 portal.

When you delete a product, the product's profile information is removed from the IBC portal, and you can no longer remotely access the product.

Warning

To restore remote access to the product, it will need to be registered again. See Getting connected to the IBC V-10 Portal.

To delete a product from the system:

  1. If the product you want to delete is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product you wish to delete.
  3. On the product Profile page, select Delete button.
  4. To delete the product, select . To exit without deleting, select .

Note on the product list that the product is no longer displayed.

Once a product is registered (connected) to the IBC portal, it must be activated to enable remote access to the product. The product is automatically activated when registering with an installer key. If an installer key has not be used to register a product, a Provider Installer or Provider Manager can activate the product. If unavailable, contact IBC Tech Support to activate.

  Note

If a registered product has disconnected and has also been deactivated, the product will not reconnect until the product is reactivated.

For more information on product status, see About product status icons.

When you activate a product, the Technician and the Touchscreen buttons associated with the product will display on the products List page.

To activate a product:

  1. If the product you want to activate is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product you wish to activate.

    The product Profile is displayed.

  1. Select the button.

    A confirmation window opens.

  2. To confirm the product activation, select . To cancel activation, select ).

On the product Profile page, the Status box displays "Activated". If you go back to the IBC Dashboard Products Home page, the Status column may display the green icon Activated icon to indicate that the product is registered and activated. The Technician and Touchscreen buttons will display on the IBC Dashboard Products Page. Or the Status column may display the red icon to indicate that the registered product is disconnected and activated.

When you deactivate a product, the Technician and the Touchscreen buttons associated with the product no longer display on the IBC Dashboard Products page.

To deactivate a product:

  1. If the product you want to deactivate is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product you wish to deactivate.

    The product Profile is displayed.

  1. Select Deactivate button.

    A confirmation window opens to confirm proceeding with the deactivation.

  2. To confirm the product deactivation, select (to abort deactivating the product, select ).

On the product Profile page, the Status box displays "Deactivated". If you go back to the IBC Dashboard Products Home page, the Status column may display the red icon Not activated to indicate that the registered product is connected and deactivated. Or the Status column may display the red icon to indicate that the registered product is disconnected and deactivated.

You can change your password after logging in.

To modify your password if you are logged in:

  1. In the Welcome area (top-right corner), select the down arrow and select Profile.
  2. Select Change Password button.
  3. On the Change Password for User page, complete the Password boxes.
  4. To save your changes, select Save button (to exit without saving, select ).

If you are assigned a Manager (Provider) role in the IBC portal, you are a designated site manager for your provider. Note that the instructions below assume that you are logged in to the IBC portal.

Tasks that Managers (Provider) can perform - within their assigned provider user role access - include:

The method you use to set up users depends on what was specified on the "IBC Portal Registration" form. Each product is typically assigned a "user owner" at the time of registration. A "user owner" may be the homeowner or a provider contact (installer), or both. Following are three possible "user owners":

Before you can add the home owner, the product needs to be registered in the system. You will add the homeowner as a user in the system, then link the homeowner to their product to give them exclusive access.

To add a user (homeowner):

  1. Select Management menu, and then select Users.
  2. On the Users page, select Add button.
  3. On the Add User page, enter the name and address details of the user owner.

  4. From the User Role dropdown, select a user role (for homeowners enter Provider Monitor).

    The Provider dropdown is already selected.

  5. In the Password box, enter your user password (linked to you email address).
  6. In the Repeat Password box, enter the same password for confirmation, and select Save button.
  7. Select to display the IBC Dashboard Products page.
  8. Search for the product you want to assign the homeowner to.
  9. In the Actions column, select View button in the row associated with the required product.
  10. On the product Profile page, select .
  11. On the Edit product Profile page, from the User Owner dropdown list, select the homeowner.

  12. To save your changes, select Save button.

You will add the homeowner as a user in the system, then link the homeowner to their product to give them access. After, you will give your provider contact, (and a product group, if applicable) access to the product.

To add a user (homeowner) and provider:

  1. Select Management menu, and then select Users.
  2. On the Users page, select Add button.
  3. On the Add User page, enter the name and address details of the user owner.

  4. From the User Role dropdown, select a user role (for homeowners - Provider Monitor; for installers - Provider Installer).

    The Provider dropdown is already selected.

  5. In the Password box, enter your user password (linked to you email address).
  6. In the Repeat Password box, enter the same password for confirmation.
  7. To save your changes, select Save button.
Assigning a homeowner and provider to a product
  1. Select to display the IBC Dashboard Products page.
  2. Search for the product you want to assign the homeowner to.
  3. In the Actions column, select View button in the row associated with the required product.
  4. To assign the:
    1. Homeowner:
      1. Select .
      2. On the Edit product Profile page, from the User Owner dropdown list, select the homeowner.
      3. To save your changes, select Save button.
    1. Provider:
      1. On the product Profile page, select .
      2. On the Provider Permissions for product page, select .

      3. From the Provider "Select Provider" dropdown, select your provider.

      4. If you want to add the product to a product group, select inside the product Group box, and choose the product group.
      5. To save your changes, select Save button.

These steps guide you through setting up a provider contact to access a homeowner's product. First, you will add your provider contact as a user in the system, then you will link the provider contact to a product.

To add a provider contact:

  1. Select Management menu, and then select Users.
  2. On the Users page, select Add button.
  3. On the Add User page, enter the name and address details of your provider contact.

  4. From the User Role dropdown, select a user role (Provider Installer, Provider Tech Support or Manager (Provider).

    The Provider dropdown is already selected.

  5. In the Password box, enter your user password (linked to you email address).
  6. In the Repeat Password box, enter the same password for confirmation.
  7. To save your changes, select Save button.
Assigning a provider contact to a product
  1. Select to display the IBC Dashboard Products page.
  2. Search for the product you want to assign your provider contact to.
  1. In the Actions column, select View button in the row associated with the required product.

  2. On the product Profile page, select .

    The Edit product Profile page is displayed.

  3. On the Edit product Profile page, from the User Owner dropdown list, select the provider contact you previously added to the system.
  4. To save your changes, select Save button.

What's Next?

If desired, you can set up email alerts, so that when an alert occurs on a product the system sends notifications to the recipients on the list. For instructions, see Setting up email alerts.

You can add and assign product groups as well as edit and delete product profiles; for example, update contact information, update provider permissions, and update user owners.

When a product is added (registered) in the system, it's good practice to assign a product to a product group. A product group must have one or more products assigned to them, and is a way of preventing users from viewing/accessing other products managed by your provider. Let's say your provider manages several school districts. You could create a product group for each district (e.g., School district Burnaby, School district Richmond etc.).

If the product group does not exist in the system, you will need to create one. When you add a product group, you will assign it to your provider and define which user roles have access to the group.

To add a product group:

  1. Select Management menu, and then select product Groups.
  2. On the product Groups page, select Add button.
  3. On the Add product Group page, in the Group Name box, enter the product group name.

    The Provider box is defaulted to your provider.

    Now, you need to choose which user owner roles will have access (permission) to the product group. Provider roles that are not checked will not be allowed to access the product.

  4. In the User Role Access Permissions to product area, check the boxes next to the user roles who will need access to the product group (e.g., Provider Manager, Provider Installer).
  5. To save your changes, select Save button (to exit without saving, select ).

The product group is added to the list of product groups associated with your provider. Now you need to assign the product group to the user. See IBC Portal.

You will locate the product in the system, and allocate it to an existing product group.

  1. On the IBC Dashboard Products page, enter the product name in the Search box if it is not showing in the list.
  2. In the product row, select .
  3. On the product Profile page, select .
  4. On the Provider Permissions for product page, select .
  5. Click inside the product Groups box, and from the dropdown select the product group.
  6. Select .

The product is now assigned to a product group.

You can edit the product group profile when a product group name changes, and/or if user access to the product group needs to be updated.

To edit a product group name:

  1. Select Management menu, and then select product Groups.
  2. If the product group is not listed on the page, use the Search box to find the product group.
  3. Select Edit button in the row associated with the product group.
  4. On the Edit product Group page, in the Group Name box, enter a new group name.
  5. If required, in the "User Role Access Permissions to product" row, check the boxes of the users who can have access to the updated product group.
  6. To save your changes, select Save button (to exit without saving, select ).

To delete a product group:

  1. Select Management menu, and then select product Groups.
  2. If the product group is not listed on the page, use the Search box to find it.
  3. Select Delete button in the row associated with the product group.
  4. To confirm the product group deletion, select Ok from the confirmation box (to abort without deleting the product group, select ).

A confirmation message is displayed indicating that the product group has been deleted.

When you edit product information, you can change the contact for the product, the user owner as well as activate or deactivate a product.

To edit a product's profile information:

  1. On the IBC Dashboard Products page, go to the Search box to search for the required product.
  2. Select View button in the row associated with the product profile you want to edit.
  3. On the product Profile page, select Edit button.
  4. On the Edit product Profile page, make your change.
  5. To save your changes, select Save button (to exit without saving, select ).

When you delete a product, the product's profile information is removed from the IBC portal, and you can no longer remotely access the product.

Warning

To restore remote access to the product, it will need to be registered again. See Getting connected to the IBC V-10 Portal.

To delete a product from the system:

  1. If the product you want to delete is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product you wish to delete.
  3. On the product Profile page, select Delete button.
  4. To delete the product, select Ok (to exit without deleting the product, select ).

Note on the product list that the product is no longer displayed.

When a product is being managed by another product group associated with your provider, you can transfer the product between product groups. If the product group does not exist in the system, see Adding a product group.

To transfer a product from one product group to another:

  1. If the product you want to transfer is not listed in the IBC Dashboard Products Home page, go to the Search box and enter the product name.

  2. Select View button in the row associated with the desired product.
  3. On the product Profile page, select .
  4. On the Provider Permissions for product page, click inside the product Groups box, and select the product group that the product will be transferred to.
  5. To save your changes, select Save button (to exit without saving, select ).

After entering user information in the system, you can edit or delete user records. You can also reset user passwords.

You can change information in a user profile, for example, update a user's contact information.

  Note

You will see all users assigned to your provider. Only users in lower user roles can be edited or deleted. There is limited ability to change you user profile information.

To edit user information:

  1. Select Management menu, and then select Users.

    The Users page lists users associated with your provider.

  2. If the user's name is not listed on the page, use the Search box to find the user.
  3. Select Edit button in the row associated with the user whose profile you want to edit.

    The Edit User Profile page is displayed.

  4. After making the necessary changes, select Save button to save your changes (to exit without saving, select ).

To a delete a user record from the Users list:

  1. Select Management menu, and then select Users.

    The Users page lists users associated with your provider.

  2. If the user's name is not listed on the page, use the Search box to find the user.
  3. Select Delete button in the row associated with the user that you want to delete.
  4. Select Ok to confirm deletion of the user (to abort without deleting, select ).

The user is removed from the Users list.

When you reset a user's password, the system sends that user an email containing a new password. Note that users can reset their own passwords by going to the IBC portal Login page.

To reset a user's password:

  1. Select Management menu, and then select Users.

    The Users page lists users associated with your provider.

  1. If the user's name is not listed on the page, use the Search box to find the user.
  2. Select in the row associated with the user.
  3. Select Edit button.
  4. Select Reset Password button.
  5. Select OK from the confirmation box to confirm the password reset (to exit the password reset, select ).

You can set up an email alert list for a product, product group or proivder, so that when a problem occurs on a product the system sends an alert notification to specific email addresses on the email alert list. You can also remove email addresses from the email alert list.

  Note

Any email address can be added to receive an email alert. The user does not need to be listed in the Users list for the provider.

All recipients in a product group email alert list (that have been enabled) will receive an alert notification if an alert occurs for any of the products managed by the product group.

To configure email alerts for recipients in a product group:

  1. Select Management menu, and then select product Groups.

    The product Groups page lists one or more product groups associated with your provider.

  2. If the product group is not listed, go to the Search box on the right and enter the product group name.
  3. Select in the row associated with the product group.

    The products Group Profile page is displayed.

  4. Select Alert Emails button.
  5. To add an email address, on the Alert Emails for product Group... page, select Add button.

    An empty box appears under the "Email Address" column.

  6. In the Email Address box, enter an email address. By default, the Enabled check box for the email address is checked.

    Note: To receive email alerts the "Enabled" box must be checked for each email recipient.

  7. To add more recipients, select Add button.
  8. When you have entered one or more email recipients, select Save button to save your changes (to exit without adding email recipients, select ).

To configure product email alerts for email recipients:

  1. If the product is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product.
  3. On the product Profile page, select Alert Emails button.
  4. To add an email address, on the Alert Emails for product... page, select Add button.

    An empty box appears under the "Email Address" column.

  1. In the Email Address box, enter an email address. By default, the Enabled check box for the email address is checked.

    Note: To receive email alerts the "Enabled" box must be checked for each email recipient.

  2. To add more recipients, select Add button.
  3. When you have entered one or more email recipients, select Save button to save your changes (to exit without adding email recipients, select ).

Alert email notifications for a product will be sent to all email recipients with the "Enabled" check box checked.

If you delete an email address from an email alert list, you are permanently removing the email address, and this email will no longer receive email alert notifications. If you disable an email address, it remains in the Email Address list, but will not be sent alert notifications until it is enabled again ("Enabled" check box is checked).

To delete or disable an email address in an email alert list:

  1. Select View button in the row associated with the product or product group.
  2. On the product Profile page, select Alert Emails button.
  3. On the Alert Emails for product... page:
    • To delete the email address, select Delete button in the row associated with the email address you wish to remove.
    • To disable the email address, select the Enabled check box to remove the check mark.
  1. To save your changes, select Save button (to exit without saving, select ).

Once a product is registered (connected) to the IBC portal, it must be activated to enable remote access to the product. The product is automatically activated when registering with an installer key. If an installer key has not been used to register a product, a Provider Installer or Provider Manager can activate the product. If unavailable, contact IBC Tech Support to activate.

  Note

If a registered product has disconnected and has also been deactivated, the product will not reconnect until the product is reactivated.

For more information on product status, see About product status icons.

When you activate a product, the Technician and the Touchscreen buttons associated with the product will display on the products List page.

To activate a product:

  1. If the product you want to activate is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product you wish to activate.

    The product Profile is displayed.

  1. Select the button.

    A confirmation window opens.

  2. To confirm the product activation, select . To cancel activation, select ).

On the product Profile page, the Status box displays "Activated". If you go back to the IBC Dashboard Products Home page, the Status column may display the green icon Activated icon to indicate that the product is registered and activated. The Technician and Touchscreen buttons will display on the IBC Dashboard Products Page. Or the Status column may display the red icon to indicate that the registered product is disconnected and activated.

When you deactivate a product, the Technician and the Touchscreen buttons associated with the product no longer display on the IBC Dashboard Products page.

To deactivate a product:

  1. If the product you want to deactivate is not listed on the IBC Dashboard Products Home page, go to the Search box and enter the product name or MAC address.
  2. Select View button in the row associated with the product you wish to deactivate.

    The product Profile is displayed.

  1. Select Deactivate button.

    A confirmation window opens to confirm proceeding with the deactivation.

  2. To confirm the product deactivation, select (to abort deactivating the product, select ).

On the product Profile page, the Status box displays "Deactivated". If you go back to the IBC Dashboard Products Home page, the Status column may display the red icon Not activated to indicate that the registered product is connected and deactivated. Or the Status column may display the red icon to indicate that the registered product is disconnected and deactivated.

You can run a software update from the Technician and Touchscreen sites.

  Note

Software updates from the IBC portal can be performed only on products running version 1.03.3 and later. If you attempt a software update via the IBC portal on a product running an older software version, an error message will be displayed.

Depending on a site's firewall, this method of updating software may not be allowed.

  1. Go to https://portal.ibcboiler.com/, and log in.
  2. On the IBC Dashboard Products page, if the product is not listed, in the Search box enter the product's MAC address.
  3. Select .
  4. From the menu on the left, select Restart Options.
  5. Select the Internet Update option, and follow the instructions.

    If a product fails to update, it may still restart.

  6. To check that the software update has occurred, you can select the About menu menu to view the software release version.

    When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

  7. Check that the product has returned to normal operation.
  1. Go to https://portal.ibcboiler.com/, and log in.
  2. On the IBC Dashboard Products page, if the product is not listed, in the Search box enter the product's MAC address.
  3. Select Touchscreen button or Touchscreen button.
  4. Tap the screen to view Main Menu.
  5. Tap Diagnostics > Advanced Diagnostics > Software Update.
  6. Tap Internet, and follow the instructions.

    If a product fails to update, it may still restart.

  7. To check that the software update has occurred, go to Main Menu>Diagnostics>product Information>Software Release.

    When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

  8. Check that the product has returned to normal operation.

An installer key (use only with products set up with software version 1.10.1 or later) is a file that contains a provider's profile. An installer key is used to assign a product to a provider at the time of product registration from the controller. The advantage of using an installer key is that it simplifies the process for the Provider Installer: the product is automatically assigned to the user owner and provider, and activated in the portal as it registers.

  Note

A product must be installed and connected to the IP Network before it can be registered in the portal. Once installed and connected to an IP Network, you can insert the USB (that contains the installer key [installer.key file]) into the product's touchscreen controller.

To download an installer key:

  1. Select the Welcome user drop-down arrow (beside the Username) in the top right corner of the IBC portal page, and select Profile.

  2. Select Setup Installer Key button.
  1. Select Download Key button to download the installer.key file to your computer.

  2. Copy the installer.key file to a USB stick.

      Note

    You will need to copy the installer.key to the main top-level folder/directory on your USB stick. When registering, the touchscreen controller will only look in the top-level directory/folder, not subfolders/subdirectories. Also, ensure that the file name is "installer.key".
  3. With the USB inserted in the touchscreen controller (see ), do the following:
  4. Tap the Standby screen>Installer Settings>System Settings>Network Settings.

  5. Scroll down to the Internet Portal area, and tap the Register button.

    The "Grant IBC access to your product" pop-up is displayed.

  6. To confirm that you allow IBC to access the product, tap Yes>OK. Do not select "restart the product" until registration is complete.

    Warning

    While the product is registering:

    • Do not select "Save" after pressing the "Register" button because the product will restart.
    • Do not reboot the product controller until registration is complete. Rebooting a product with a USB stick inserted in the controller causes a new port to be assigned to the USB port. Thus, during portal registration, the installer.key is not found. To restore default port names, reboot the product without the USB stick.

    Successful product registration to the IBC portal typically takes up to 10 minutes.

    During the product registration process, the "Internet Portal" button changes to "Working" (possibly "Fault"), and when registration is successful, to "Unregister".

  7. If, after 10 minutes, the Internet Protocol button still displays "Register", restart the product, and then repeat the registration process using the installer key.

    Troubleshooting:
    1. If the product is disconnected after registration, view the product record to determine if there is an "Allow product Re-registration" button. Press the button and wait for the re-registration to complete.
    2. If the button displays "Fault", tap the button and confirm to unregister the product. Wait 10 minutes, wait for the button to change to 'Register', and then restart the product.
    Restart registration.

    If the Internet Protocol button says "Fault", see Troubleshooting the IBC V10 portal.

You can make operational adjustments to a product managed by your provider using two methods: the Technician site and the Touchscreen site accessible via the Technician button and Touchscreen button or Touchscreen button buttons.

Difference between the Technician and Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a product's settings. Selecting the Touchscreen button displays a representation of a product's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a product's operation including a unique view of multi-product systems when viewing the Master product's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen mobile view

Touchscreen Homepage Standby page

To modify a product's settings:

  1. If the product is not displayed in the IBC Dashboard Products (Home page) list, go to the Search box and enter the product name or MAC address.

  2. Select either Technician button or Touchscreen button or Touchscreen button associated with the product.

      Note

    The "Diagnostics" menu is read-only, and is reserved for IBC technical support staff.

  3. To view how to make changes in the V-10 touchscreen controller, see .

  4. Make changes as required.
  5. To save your changes, select Save button (to exit without saving, select ).
  6. To return to the IBC Dashboard page, select the Exit button in the top-right corner.

You can change your password from the IBC Portal Login page or after logging in.

To modify your password if you are logged in:

  1. In the Welcome area (top-right corner), select the down arrow and select Profile.
  2. Select Change Password button.
  3. On the Change Password for User page, complete the Password boxes.
  4. To save your changes, select Save button (to exit without saving, select ).