1. What are Personal Settings
As a user, you can set personal settings like setting up your profile, changing passwords, and setting notification settings.
2. How to access the Personal Settings page
Step 1: Slide out your side menu by clicking icon located on the top-left corner of your screen. Then click on Account & settings option.
Step 2: Click on the personal settings option from the menu.
3. How to set a personal profile
Step 1: On this page click on the Profile tab on the top navigation bar.
Step 2: Enter your personal details- profile image, email, full name, job title, and time zone. Then click on Save Profile.
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 and can change these details anytime.
4. How to change your account email
Step 1: On your personal settings page click on this Profile tab on the top navigation bar.
Step 2: Click on this edit icon to update your email address
Step 3: Type in your new email and click on icon to confirm.
A message toast will appear at the bottom left corner of the screen. You will be prompted to check your email and click the verification link.
Step 4: When you check your email, you will see the below message. Click on verify new email button.
Step 5: Now on the Techpacker portal sign in with the updated email ID.
5. How to change the password
Step 1: On the personal settings page click on this Password tab located on the top navigation bar.
Step 2: Enter your current and 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 Change password button.
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 top navigation bar.
Step 2: All notifications and subscriptions are enabled by default. Select or check off these boxes to manage your email notifications.
If you wish to re-subscribe to a notification or subscription, click on this article to learn more.
7. How to access and use the Zapier key
Step 1: On the personal settings page click on the Keys tab located on the top navigation bar
is the API key that you will need to integrate Zapier into your Techpacker account.
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 Techpacker.