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How to manage your profile and security settings

Your profile holds your personal details, notification preferences, password, multi-factor authentication (MFA), accessibility settings and, where available, API settings.

Who can use this?

All Intuety users.

How do I open my profile?

  1. Select your profile avatar in the top-right corner.
  2. Select Profile.

How do I update my details?

  1. Open the Profile tab and select Edit.
  2. Update your First Name, Last Name, Contact Number or Job Title.
  3. Turn Notifications on or off to start or stop email notifications. To choose notifications by type, use the Notifications tab (see below).
  4. Save your changes.

How do I change my password?

  1. Open the Security tab.
  2. Enter your new password in Set a new password and again in Confirm a new password.
  3. Select Update. Update stays greyed out until your new password meets every requirement.
  4. In the Confirm Password window, enter your current password to confirm the change.

Passwords must be at least 8 characters and include uppercase and lowercase letters, a number and a special character. If you use Log in with Microsoft, you do not have an Intuety password.

How do I set up MFA?

  1. Open the Security tab.
  2. Find Multi-factor Authentication and select Setup MFA.
  3. Select Setup MFA, enter your current password, then choose Authenticator app or Email and follow the prompts. To turn MFA off later, select Disable MFA. See How to set up multi-factor authentication (MFA) (Link).

Password and MFA changes apply next time you sign in.

How do I choose which notifications I get?

Open the Notifications tab. Under Notification Preferences, use the In-App and Email switches to choose how you hear about each type, for example Task Assigned, Document Accepted or Mentions. See Managing Notifications and Alerts (Link).

How do I replay a page tutorial?

Open the Tutorials tab. Under Page Tutorials, select Replay next to a page, or select Reset all tutorials to see them all again.

Accessibility

The Accessibility tab has High Contrast Mode, Reduce Motion, Larger Text and Enhanced Focus Indicators. See Enabling user accessibility options.

API

If available for your account, the API tab shows your API Keys. Select Generate New Key to create one.

Common questions

  • I cannot edit some fields: some information may be controlled by your organisation.
  • My new password is rejected: check it meets every requirement shown.
  • I cannot set up MFA: contact your administrator or Intuety support.

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Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.