Account

Overview

Your account pages hold your own details: name, phone number, password and notification preferences. Every user has these pages regardless of role. Changes here affect only you, not the organisation.

Common tasks

Update your name or phone number

1. Click your name at the top right, then click My Profile.
2. In Personal Information, edit your Full Name and Phone. Your Email cannot be changed here. The field is locked and notes “Email cannot be changed”.
3. Click Save Changes. You will see Profile updated.

Change your password

1. Click your name at the top right, then click My Profile.
2. In the Change Password card, type your new password in New Password and again in Confirm Password. It must be at least 8 characters.
3. Click Update Password. You will see Password updated.
4. Use the new password the next time you sign in.

Set your notification preferences

1. Click your name at the top right, then click Notifications.
2. The page reads Notification Preferences. For each type, tick or untick Email and Push:
   • Appointment Reminders
   • Schedule Changes
   • Compliance Alerts
   • Messages
   • Weekly Reports
3. Click Save Preferences. You will see Notification preferences saved.
4. Your choices are remembered. When you come back or reload the page, they are as you left them.

Tips

• If you need your sign-in email changed, ask your administrator. It cannot be edited from this page.
• After changing your password you stay signed in on this device. Other devices will need the new password.
• Preferences are yours alone. Changing them does not affect anyone else.

Troubleshooting

• “Password must be at least 8 characters” Choose a longer password.
• “Passwords do not match” The two password boxes must be identical. Retype both.
• “Failed to update profile” or “Failed to update password” A save error occurred. Try again. If it keeps happening, contact your administrator.
• My notification preferences didn’t stick. Save them again and reload the page to check. If they still reset, tell your administrator.