Personal Settings
Open your avatar menu at the top right of Portal and choose Profile Settings. The settings apply to you only. They are your CoderFlow account settings, so changes also show in the CoderFlow Web UI, and the other way round.
The dialog has up to four tabs:
| Tab | Shown |
|---|---|
| Account | Always |
| AI Providers | Always |
| IBM i Connections | When there is an IBM i connection you can save a login for |
| Secrets | When one of your workspaces asks for a secret |
Account
- Upload Photo: choose a JPEG, PNG, GIF or WebP image of up to 10 MB. Drag to position it and scroll to zoom (or use the arrow keys and + or −), then click Apply crop. Cancel crop keeps your current photo. Remove removes your photo.
- Display name and Email address: both required.
- IT request emails (on by default): emails about your requests to IT. See My Requests.
- Scheduled question emails (on by default): emails after runs of scheduled questions that are set to email you. Clear it to stop all of them. See Scheduled Questions.
- Username is shown for reference; you can't change it.
Click Save changes. Photo changes, including Remove, are saved only then; Cancel discards them.
The two email settings are the same as IT requests and Portal scheduled questions under Profile Settings → Notifications in the CoderFlow Web UI. See Notifications.
Theme
Theme in the avatar menu chooses Light theme, Dark theme, or System theme, which follows your device and is the default. The choice is saved in this browser, not on your account, and the CoderFlow Web UI in the same browser uses it too.
AI Providers
Portal's assistant, for questions and reports, uses the AI agent IT chose for the workspace. If you have your own account for that agent, it can use yours instead of the server's: add it here.
These are the same personal AI accounts as under Profile Settings → AI Providers in the CoderFlow Web UI. Add Account connects an account by signing in or with an API key, and Tasks use selects the account that is used. See AI Provider Authentication.
When you have no account selected for the agent, Portal uses the server's account. If neither exists, report creation and Ask aren't available, and Portal says Report authoring needs an account for the configured agent. Ask IT to connect one.
The Assistant beside an application always uses the server's account.
IBM i Connections
Portal reads IBM i data, and starts IBM i applications, with your own IBM i login, so it never gets more authority than you have. Save a login for each IBM i connection you use. The tab lists the connections in your workspaces that you can use for data or applications, each with its workspace, name and host, and its state:
| State | Meaning |
|---|---|
| No saved login | Add one to use this connection. |
| Saved | A login is saved. After a successful test, the tab shows when it succeeded. |
| Login needs an update | IBM i rejected it. Replace it. |
| Destination changed · Reassociation required | IT changed the connection. Click Reassociate and save your login again. |
| Connection unavailable | The connection can't be used now. |
To save a login, click Add login (or Replace), enter your IBM i username (up to 10 characters) and a New saved password, then click Save login. Saving replaces the stored login at once; it doesn't change your password on IBM i. Saved passwords are never shown again.
- Test connection, for data connections, signs in with the saved login and shows the result. Portal also warns you when your IBM i password is about to expire.
- Remove saved login removes it at once, without asking.
- Saving, replacing or removing a login, or IBM i rejecting it, ends at once every IBM i application you have open on that connection. Finish your work in them first.
- If Portal says Ask IT to save this connection in Environments to establish its identity before adding a personal login., IT needs to finish setting up the connection first.
Your login is used for:
- IBM i data in your questions, reports and scheduled questions, within IT's data access rules;
- launching IBM i applications. IT also sets up the sign-on itself; see IBM i Portal Applications.
Secrets
Some workspaces let Portal's assistant use outside services, such as an API, with your own key or token. The Secrets tab lists the secrets your workspaces ask for, with what each is for, where it is used and its state: Saved, Saved for some workspaces only, Using a value provided by IT, or Not set, marked Your own value is required when IT doesn't provide one.
- Add value (or Replace): enter the New value, on one line, up to 16,384 characters, and click Save value. It is used from your next request.
- Remove saved value deletes your value at once, without asking.
The assistant and data scripts can use a secret for more than reading, depending on what the key allows. Where you can, save a key or token that can only read.
Saved values are never shown again. If a question needs a secret you haven't set, the assistant asks you to add it here.
Your Portal secrets are personal secrets of your CoderFlow account, the same ones listed under Profile Settings → Secrets in the Web UI. Saving a value updates your personal secret of the same name, and removing it there removes it for your tasks too.
Saved for … only means the secret is limited to some environments in the Web UI (see Limiting a secret to selected environments). Elsewhere, the assistant uses IT's value or has none. Saving a value here also makes it available in every workspace listed for that secret.
Ask CoderFlow
Ask CoderFlow can read your email preferences in the Full edition, including IT request emails and Scheduled question emails (IT requests and Portal scheduled questions in the Web UI). In the Full edition and with Allow Actions on, it can also change them after you click Confirm. It has no links into Portal's Profile Settings. Personal IBM i logins and Portal secrets are set up rarely, so Ask explains them, and the rest of this page, from the documentation; you change them yourself in Portal.