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). 
Changing User Profile Image
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. 

Deleting Profile Image
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. 
Choosing Theme Mode
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.
Choosing Date Format
The date format can be configured to display in one of three options: YYYY-MM-DD, DD-MM-YYYY, or MM-DD-YYYY.
Managing User Name
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.
Managing Passwords
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
Configuring Multi-Factor Authentication (MFA)
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.
Setting up Two-Factor Authentication
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.
Resetting Token for Two-Factor Authentication
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. 
​
Disabling Two-Factor Authentication
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. 

Product Documentation - Previous

Account Management

Account Admin

Last modified 2mo ago

Copy link

On this page

Changing User Profile Image

Deleting Profile Image

Choosing Theme Mode

Choosing Date Format

Managing User Name

Managing Passwords

Configuring Multi-Factor Authentication (MFA)

Setting up Two-Factor Authentication

Resetting Token for Two-Factor Authentication

Disabling Two-Factor Authentication