Manage Account Information

Canopy users are able to edit their account name, email address, username and password at any time.

Important: Account information is separate from your institutional contact or peer reviewer record. Your account name and email address are only used to manage access to Canopy (to send password resets, for example). Changing your name or email address in your account will not update this information in your peer reviewer or institutional contact record. To update those records, visit your Canopy dashboard.

Peer Reviewers: Look Up Your SAP Concur User ID

The My Account page in Canopy now lists peer reviewers’ user ID for SAP Concur Expense, the platform that peer reviewers use to submit travel expenses. Your user ID will be listed under “User Information” on the My Account page. Follow the steps below to navigate there in Canopy.

See How to Use Concur for instructions on submitting expense reports.

  1. After logging into Canopy, click your name in the upper right corner of the screen.
User name in main menu
  1. Click “Manage My Account” in the drop-down menu that opens. This will bring you to the My Account page, where you can edit your information.
Manage My Account menu item

Change Your Name or Email Address

  1. On the My Account page, click the “Edit” link next to the User Information section.
User Information Edit link
  1. Update your account name or account email address.
Name and address form fields
  1. Click “Save.”

Note: Other information displayed in this section, such as your primary organization or title, is not editable on the My Account page. That information can be updated in your Peer Reviewer Profile and/or your institutional role record.

Change Username

  1. On the My Account page, click the “Edit” link next to the Username section.
Username Edit link
  1. Enter your new username and click “Check Availability.” The system will indicate whether the username is available or already taken.
Message indicating username "HLCtester2" is available
  1. If the username is taken, enter a new username and click “Check Availability” again.
  2. If the username is available, click “Save.”

Change Password

  1. On the My Account page, click the “Edit” link next to the Password section.
Password Edit link
  1. Enter your new password in both text fields.
Form fields to enter new password and confirm new password
  • Note: Click “Password Tips/Requirements” to see the minimum requirements for system passwords. Passwords must contain a minimum of 8 characters and at least one lowercase letter, one uppercase letter, one digit and one special character: ~!@#$%^&*()_+={}|[]
Password requirements and tips link
  1. Click “Save.”

Upload a Profile Picture

Canopy users have the option of uploading a profile picture to their account. The profile picture will only be visible to the user and system administrators. It will not be shared outside of the system or with other Canopy users.

  1. On the My Account page, click the “Edit” link next to the User Information section.
User Information edit link
  1. Click “Edit” within the profile picture area.
User Information edit screen
  1. You will be prompted to upload an image file from your computer. Select the file and click “Open.” Please note that Canopy only accepts JPG, PNG, and GIF file formats for photo uploads.
  2. After you select your profile picture, click the “Save” button at the bottom of the edit screen. Your new profile picture will be associated with your account.

To change your profile picture, repeat these steps to upload a new image file.

To remove your profile picture, return to the User Information edit screen and click the “Clear” button under your profile picture.

Clear profile picture button

Related Resources

Questions?

Submit a Canopy Help Request