Creating And Editing Your Profile Settings

How to create, edit and update your user profile information

The Account Administration area of Plytix is where you will find your profile information.

In this article we will explain how to: 

Create your profile

Access the profile settings

Update your profile picture

Update your information

Change your password

 

 

Creating your profile


When you will first access your new Plytix account or will be invited to an already existing account as a new user, you will have to go through a two-step process to set up your password and your profile information. Within this section it will also be specified which account you are joining. 

create-profile

In the next step, you will be asked to fill in the following profile information: 

  1. First Name
  2. Last Name
  3. Job Function
  4. Username

The username should follow the criteria of:

  • must be unique
  • should be between 6 and 30 characters 
  • contain only valid characters (lowercase letters, numbers and underscore)
  • begin or end with a letter or number


Accessing the profile settings

There are two ways to access your profile settings: 

  1. Directly by navigating to accounts.plytix.com.
  2. From the Profile & Account overview by
    1. Clicking on your profile picture in the top right corner of the platform
    2. Clicking on the settings setting icon-png  icon in the Profile & Account overview. 

account and profile overview

ℹ️ As we are in the process of updating our systems, on some sections of the platform you can enter the Account Administration section by clicking on your profile picture on the top right of the platform, and choosing  "Admin account" from the options. 

 

When you enter the Account Administration area, you will see your profile settings on the left side of the page, and the account settings taking up the rest of the page. 

Profile Settigns Plytix

 


Updating your profile picture

Your profile picture is your visual identifier in Plytix. IT will be displayed on the top right corner of the navigation menu. 

To add or update a photo:

 

update-profile-picture        save-picture

  1. Hover over the picture and click the pencil icon to add a picture (if you are updating your picture, you must first delete the current picture by hovering over it and clicking the bin icon)

  2. Choose the photo you want to update
  3. Click "Save"

 


Updating your profile information

Your profile information carries across all accounts you have access to. To edit this information:

  1. Click on the pencil icon that appears next to "Personal info"
  2. A popup will appear where you can edit the following fields: 
    1. First name
    2. Last name
    3. Display name
    4. Job function
  3. Click "Save" to apply changes

 

ℹ️  Your display name will be the name shown throughout the system in things like process logs. If no name is selected, your first and last name will be shown.

 


Changing your password

We recommend changing your password regularly to keep your account secure. 

To change your password:

  1. Scroll down to the password section of your profile settings
  2. Click "Change password"
  3. Enter your new password and confirm it by entering it again
  4. Click "Save"

 

ℹ️  When creating or updating your Plytix password, you will be required to create a strong password consisting of at least 8 characters, at least 1 number, and at least 1 special character. 

 

new-password-plytix

 

💡 Check out this great article on how to create a strong password you won't forget.

 


What's next? 

 

If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...

 

and please let us know 👇