Setting Up Your Account
After logging in for the first time, we recommend configuring your account settings to personalize your experience.
Accessing Account Settings
Click on your name or profile icon in the top-right corner of the screen, then select "Account Settings" from the dropdown menu.
Profile Information
Update your profile with the following information:
- Full Name: Your name as it should appear on reports and documents
- Email Address: Used for notifications and account recovery
- Phone Number: Optional, for emergency contact purposes
- Profile Photo: Upload a photo to help team members identify you
Notification Preferences
Customize which notifications you receive:
- Project updates and invitations
- Asset status changes
- Tailboard and audit reminders
- Billing and subscription alerts
Password and Security
Keep your account secure:
- Use a strong, unique password
- Consider enabling two-factor authentication if available
- Never share your login credentials