The User Profile page shows your account details, permissions, and institution information in one place. Click your avatar in the top-right corner of any page and choose View profile. An EFI Guide card links administrators to the FAQs; during a trial a card shows when the trial ends.
Your Account
The left card displays your name, email, role (Admin or Custom User) and, under My Permissions, your report, counterparty and upload permissions (screening and case-management permissions are not listed here); users limited to segments see them under Segments. Permissions are set by your institution's administrator and determine which sections of EFI you can access.
If you are not an Admin, you'll also see the name of your institutional administrator listed here for reference.
Ticket Notifications switches e-mail notifications about tickets on or off for your account.
API Token
Your API token enables programmatic access to EFI's API. Use the copy button next to the token to copy it to your clipboard. The toggle below the token lets you enable or disable API access — when disabled, any API calls using this token will be rejected. This is useful if you need to temporarily revoke access without regenerating a new token.
Changing Your Password
Click Change password at the bottom of the user info card. EFI sends a password reset email to your registered address — follow the link in that email to set a new password. You cannot change your password directly within the app.
Institution Profile
Users with the Institution report permission see My Institution Profile on the right: identifiers (Swift name, LEI, BIC, legal form, group), address, website and aliases, and — once a report exists — the ownership, incorporation, assets, employees and business areas taken from your DDQ. Administrators get a chevron menu with Edit institution and other actions; Edit at the top opens the DDQ upload on the Data page.
Institution Files
The Institution Files section lists documents associated with your institution, grouped by type. From here you can:
- Upload new files (CSV, XLSX, PDF, DOC) to attach supporting documentation
- Find Files to look for the institution's public documents online and add the suggested ones
- Add Website to attach a web page by URL
- Delete individual files using the trash icon
Before your first report, users with the Upload data permission see Submit your data below the files with a Submit Data button that opens the Data page; others see No data available.
Managing Users
Admins see an All Users section with a link to User management, where you can invite new users, assign roles, and manage access to your institution's EFI account.