Profile (Personal Settings)
The Personal Settings page provides the ability to upload a profile image, change the user display name, view the email on file, select a theme mode (light or dark), update the user password, configure how dates are displayed, and set up and management of multi-factor authentication (MFA).
Step 1: From the Personal Settings page, click the avatar icon under "Profile Image" to bring up a dialog box.
Step 2: Drag the image to the new dialog box or click the open area to navigate to a file on the computer.
Step 3: Click Submit.
The new image is now shown under the "Profile Image" label in the Profile tab and next to the user name at the top right of the platform.
Step 1: From the Personal Settings page, click the current image under "Profile Image" to bring up a dialog box.
Step 2: Click Delete Profile Image and the modal will disappear and PlexTrac will revert back to the default grey avatar icon.
Theme Mode allows PlexTrac to be displayed in Light or Dark Mode. Switch to the desired mode by toggling the button to the desired setting.
The date format can be configured to display in one of three options: YYYY-MM-DD, DD-MM-YYYY, or MM-DD-YYYY.
The name displayed for a user throughout PlexTrac is managed here. Update the values in the "First Name" and "Last Name" fields as desired, then click Update Settings.
The new name will appear in the profile section at the upper right of the page next to the profile image, and an email will be sent to the email address on record to confirm change.
The user password can be change on the "Change Password" tab in the Personal Settings.
Any password must meet all requirements, which are presented by clicking the "?" icon next to "Enter New Password" and listed below:
- minimum of 12 characters
- one lowercase character
- one uppercase character
- one number
- one special character
PlexTrac offers the ability to enable two-factor authentication at the account level and is managed on the Two-Factor Authentication tab. MFA adds another level of authentication to lower the risk of security threats.
Step 1: Click the Two-Factor Authentication tab on the Personal Settings page.
Step 2: Click Set up Two-Factor Authentication.
Step 3: Scan the QR code with your device and input token provided on your device.
Step 4: Click Confirm.
Step 1: Click the Two-Factor Authentication tab on the Personal Settings page. If enabled, this will be confirmed on the screen.
Step 2: Click Reset Token.
Step 3: A confirmation modal appears. Click Reset.
Step 4: Scan QR code and click Confirm.
Step 1: Click the Two-Factor Authentication tab on the Personal Settings page. If enabled, this will be confirmed on the screen.
Step 2: Click Disable Two-Factor Authentication.
Step 3: A confirmation appears. Click Disable.
Click Next below to learn about the Account Admin dashboard.
Last modified 8mo ago