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How do I update my account settings?
How do I update my account settings?

Updating your email, password, and other personal data.

Phillip Gulley avatar
Written by Phillip Gulley
Updated over a week ago

Your personal account settings are accessed by navigating to the 'gear' icon in the upper right hand corner of the Cofactr platform. Here you'll see two tab: Profile and Security.

Account Settings - Profile

The "Profile" tab allows you to:

  • Upload a profile image like a headshot. The files accepted are .jpg or .png.

  • Change you 'First Name' as it is shown to others and lists on Cofactr.

  • Change your 'Last Name' as it is shown to others and lists on Cofactr.

  • Change your 'Email Address'.

To save these changes click "Save Changes"

Account Settings - Security

In the "Security" tab you can change your password by entering in your current password and then entering a 'New Password' and confirming it in 'Re-enter New Password' and then clicking "Change Password".

To navigate back to the Cofactr Dashboard click on the 'Cofactr' logo in the upper-left hand corner of the settings page.

Account Settings - Notifications

You can also adjust your Notification settings, across Production, Purchasing, Quoting, Shipping, Stock, and Watchlist events. There are two types of notifications you can select for: In-App and email.

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