How to use personal settings

Lily
Lily
  • Updated

1. What are Personal Settings

As a user, you can set personal settings like setting up your profile, changing passwords, and setting notification settings. 

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2. How to access the Personal Settings page 

Step 1: Hover over the account & settings icon on your side menu, and an options menu will appear.

Personal settings.png

 

Step 2: Click on the Personal settings option from the menu.

Personal Settings - Zoomed In.png

 

 


 

3. How to set a personal profile

Step 1: On the Personal Settings page, click on the Profile tab on the left navigation bar.

Persoanl Settings - Profile.png

 

Step 2: Enter your personal details- Alphabet-a.png profile image, Alphabet-b.png full name, email, role and time zone. Then click on Alphabet-c__1_.png Save to save profile details.

profile details.png

 

The recommended guidelines for the image to be uploaded in personal and organization profiles is 500px X 500px or 5" X 5". The image should be square and bordered.

 

Also, you can see your role in your organization here. 

Profile Admin.png

 

 


 

4. How to change your account email

Step 1: On your personal settings page click on this Profile tab on the left navigation bar.

Persoanl Settings - Profile.png

 

Step 2:  Click on this edit-.png edit icon to update your email address

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Step 3:  Alphabet-a.png Type in your new email and click on chnage.png icon to confirm.

change email 1.png

 

A notification will appear at the bottom-left corner of the screen, prompting you to sign in again with your updated email. You will then be redirected to the sign-in page.

 

email changed 1.png

 

Step 4:  Now on the PLMBR portal sign in with the updated email ID.

signin page.png

 


 

5. How to change the password

 

Step 1: On the personal settings page click on this Password tab located on the left navigation bar.

password 1.png

 

Step 2: Enter your Alphabet-a.png current and Alphabet-b.png new password. Make sure your new password has at least 8 characters including at least 1 number and 1 letter.

Step 3: Click on the Alphabet-c__1_.png Change password button.

change password 1.png

 

After successfully updating your password, you will be redirected to the sign-in page where you'll be asked to sign in again with your new password.

 

 


 

6. How to set notification settings

Step 1: On the personal settings page click on the Notifications tab located on the left navigation bar.

notification and email 1.png

 

 

Step 2: All notifications and subscriptions are enabled by default. Select or switch these toggle buttons to manage your email notifications.

notification toggle 1.png

 

If you wish to re-subscribe to a notification or subscription, click on this article to learn more.

 

 


 

7. How to access and use Integrations

Step 1: On the personal settings page click on the Integrations tab located on the left navigation bar.

integration 1.png

 

Alphabet-a.png is the API key that you will need to integrate Zapier into your PLMBR account.

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It is highly recommended to keep your API key safe and you must not give this information to any untrusted sources.

 

To use this API key head over to this chapter to learn step by step on how to install Zapier integrations for PLMBR.

 

 


 

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