Account Settings

Updating Your Profile

1. 1. Navigate to Settings → Profile from the main navigation
2. 2. Click "Edit Profile" to modify your information
3. 3. Update your name, email, phone number, and department
4. 4. Upload a new profile photo (recommended: 200x200px, max 2MB)
5. 5. Set your job title and facility management specialization
6. 6. Save changes to update your profile across the platform

Profile Visibility Settings

• • Control who can see your contact information within your organization
• • Set availability status (Available, Busy, Away, Do Not Disturb)
• • Configure work schedule and time zone preferences
• • Manage emergency contact information for critical incidents

Email Notifications

• • Work Order Assignments: Receive emails when work orders are assigned to you
• • Priority Alerts: Immediate notifications for high-priority or emergency work orders
• • Status Updates: Get notified when work order status changes
• • Daily Summaries: End-of-day reports with work order statistics
• • System Updates: Platform updates, maintenance windows, and new features

Mobile Push Notifications

• • Critical incident alerts sent immediately to your mobile device
• • Work order assignment notifications during your scheduled hours
• • Customizable quiet hours to prevent non-emergency notifications
• • Location-based alerts when you're near assigned work order sites

In-App Notifications

• • Real-time updates in the notification center
• • Visual indicators for new messages and work order updates
• • Team communication alerts and mentions
• • System status and maintenance notifications

Password Security

• • Passwords must be at least 8 characters with mixed case, numbers, and symbols
• • Change your password regularly for enhanced security
• • Cannot reuse your last 12 passwords
• • Use unique passwords not shared with other accounts
• • Password reset requires email verification and admin approval for sensitive roles

Two-Factor Authentication (2FA)

1. 1. Download an authenticator app (Google Authenticator, Authy, or Microsoft Authenticator)
2. 2. Navigate to Settings → Security → Two-Factor Authentication
3. 3. Scan the QR code with your authenticator app
4. 4. Enter the 6-digit code from your app to verify setup
5. 5. Save your backup codes in a secure location

Session Management

• • Sessions automatically expire after 8 hours of inactivity
• • Force logout from all devices option available
• • View active sessions and their locations in security settings
• • Suspicious login attempts trigger automatic security alerts

Organization Profile

• • Update organization name, logo, and branding colors
• • Set default time zone for all facilities and work orders
• • Configure business hours and holiday schedules
• • Manage organization-wide contact information

User Roles & Permissions

• • Admin: Full access to all features and settings
• • Manager: Can create work orders, assign tasks, and view reports
• • Technician: Can view and update assigned work orders
• • Reporter: Can submit work orders and view their status
• • View-Only: Read access to work orders and reports

Integration Settings

• • Single Sign-On (SSO) configuration with SAML or OAuth
• • Active Directory integration for user management
• • API key management for third-party integrations
• • Webhook configuration for external system notifications