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Settings Overview

The Settings page lets you manage your personal account settings, including your profile information, password, and display preferences. [SCREENSHOT: Settings page with profile and security sections] Caption: Manage your account settings from one central location

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Accessing Settings

Navigate to Settings from the portal navigation (usually in the user menu or sidebar).

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Profile Settings

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Your Information

Update your personal details:
FieldDescription
NameYour display name
EmailYour login email (may be read-only)
TitleYour job title
PhoneContact phone number

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Updating Your Profile

1

Navigate to Settings

Click Settings in the portal navigation.
2

Find Profile Section

Locate the Profile or Personal Information section.
3

Edit Fields

Click on fields to edit them, or click an “Edit” button.
4

Save Changes

Click “Save” to apply your changes.
[SCREENSHOT: Profile editing form] Caption: Update your profile information

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Profile Photo

Some portals allow profile photos:
1

Click Avatar

Click your current avatar or the camera icon.
2

Upload Image

Select an image file:
  • JPG, PNG, or GIF
  • Square images work best
  • Recommended: 200x200px or larger
3

Confirm

Your new photo appears throughout the portal.

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Password Management

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Setting a Password

If you accessed via magic link and want to set a password for direct login:
1

Go to Security Settings

Navigate to Settings → Security or Password.
2

Set Password

Click “Set Password” or “Create Password”.
3

Enter New Password

Create a strong password:
  • At least 8 characters
  • Mix of letters, numbers, symbols
  • Not easily guessable
4

Confirm Password

Enter the password again to confirm.
5

Save

Click “Save” or “Set Password”.

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Changing Your Password

1

Go to Security Settings

Navigate to Settings → Security or Password.
2

Click Change Password

Click the “Change Password” button.
3

Enter Current Password

Type your current password.
4

Enter New Password

Create your new password.
5

Confirm New Password

Retype the new password.
6

Save

Click “Update Password”.
[SCREENSHOT: Change password form] Caption: Update your password securely

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Forgot Password

If you can’t remember your password:
1

Go to Login Page

Navigate to your portal login page.
2

Click Forgot Password

Click the “Forgot Password?” link.
3

Enter Email

Enter your portal email address.
4

Check Email

Look for a password reset email.
5

Reset Password

Click the link and create a new password.
Password reset links expire after a set period (usually 24 hours). Request a new one if needed.

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Display Preferences

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Theme Selection

Choose your preferred appearance:
ThemeDescription
LightBright background, dark text
DarkDark background, light text
SystemMatches your device settings
1

Find Theme Setting

Navigate to Settings → Appearance or Theme.
2

Select Theme

Choose Light, Dark, or System.
3

Applied Instantly

Theme changes immediately - no save needed.
[SCREENSHOT: Theme selector showing light/dark options] Caption: Choose your preferred color theme

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Notification Preferences

Some portals allow notification customization:

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Email Notifications

Configure when you receive emails:
Notification TypeDescription
New tasksWhen new tasks are assigned
Due date remindersBefore tasks are due
Status updatesWhen milestones complete
Team activityWhen teammates complete tasks

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Managing Notifications

1

Find Notification Settings

Navigate to Settings → Notifications.
2

Toggle Options

Turn each notification type on or off.
3

Save Preferences

Click “Save” to apply changes.
Not all portals offer notification customization. Contact your CSM about available options.

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Session Management

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Active Sessions

Some portals show where you’re logged in:
  • Device type (desktop, mobile)
  • Browser
  • Location
  • Last active time

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Signing Out of All Devices

If you need to sign out everywhere:
1

Go to Security Settings

Navigate to Settings → Security or Sessions.
2

Sign Out All

Click “Sign Out All Devices” or “End All Sessions”.
3

Confirm

Confirm the action. You’ll be signed out everywhere.
4

Log In Again

Sign in on the devices you want to use.
Use this if you think your account was accessed without permission.

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Troubleshooting

Reason: Email may be locked to your invitation.Solution: Contact your CSM to update your email address.
Check:
  • Spam/junk folder
  • Correct email entered
  • Corporate email filters
Try:
  • Request new reset link
  • Wait a few minutes
  • Contact CSM
Check:
  • Browser cookies enabled
  • Not in incognito mode
Try:
  • Refresh the page
  • Clear browser cache
  • Try different browser
Check:
  • File type (JPG, PNG, GIF)
  • File size limits
  • Image dimensions
Try:
  • Resize the image
  • Convert to different format
  • Use a smaller file

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Security Best Practices

Strong Password

Use unique passwords with mix of characters, numbers, and symbols

Don't Share Credentials

Each team member should have their own account

Watch for Phishing

Only log in through official portal URLs

Sign Out on Shared Devices

Always log out when using public or shared computers

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What’s Next?

Team Management

Invite and manage team members

Portal Overview

Return to portal overview