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Manage your profile and settings

My Profile holds the settings that shape how the platform looks for you — time zone, date format, languages — plus your roles, licenses, cycle groups, watched items, check-outs, and the Early Access features you can preview.

Prerequisites​

None — every signed-in user has a profile.

Steps​

Open your profile​

Select your avatar in the upper right, then My Profile. Settings save as you change them.

The My Profile Settings tab with time and date, display language, model area, and email notification settings.

Adjust your settings​

On the Settings tab:

  • Time and Date — pick the time zone used to display dates, and a Date format: YYYY-MM-DD (ISO), DD.MM.YYYY (Euro), or MM/DD/YYYY (US). An example below the field shows today's date in the chosen format.
  • Display Language — keep Make one language choice to use one language everywhere, or choose Select separate languages for UI and content to read menus in one language (UI and Notifications Language) and repository content in another (Content Language). Content appears in the content language only where the repository stores a translation.
  • Model Area — Show Breadcrumbs turns the breadcrumb above each repository item on or off.
  • Email Notifications — Combine cycle To-Do emails into a daily digest replaces individual cycle emails with one summary per day. Your repository's configuration sets the default.

Change how you sign in​

What you see depends on your platform and your account:

  • Accounts with an iGrafx password get a Change Password section on the Settings tab.
  • A Manage Profile link appears at the upper right when your platform is on the iGrafx IdentityiGrafx Identity The iGrafx identity and access management service that brokers authentication between customer identity providers and Process360 Live components. Solution, whether or not your organization uses its own identity provider. It opens the Identity Solution for the region your platform is deployed in — the account and password there are shared across iGrafx in that region, not only this platform. A platform on the classic iGrafx login has no such link.

Edit image on your avatar sets your profile picture.

Set up multi-factor authentication​

A second factor means your password alone isn't enough to reach your account. You can register an authenticator app that generates time-based one-time passwords (TOTP), a passkey held on a device or password manager, or both.

This uses the Manage Profile link described above, which opens the account console. A platform on the classic iGrafx login has no console, so there's nowhere to register a second factor.

  1. On the Settings tab, click Manage Profile, at the upper right.

    Manage Profile at the upper right of the My Profile Settings tab, below Edit image.

  2. In the left menu, select Account Security, then Signing In.

    The account console left menu, with Signing In listed under an expanded Account Security.

Both methods live in Two-Factor Authentication on that page. Each one reads is not set up until you register it, and each has its own set-up link on the right.

The Two-Factor Authentication section, with a Set up Authenticator application link beside the Authenticator Application row and a Set up Passkey link beside the Passkey row.

For an authenticator app:

  1. Click Set up Authenticator application.
  2. Scan the QR code with your authenticator app.
  3. Enter the code your app generates to confirm it, and name the app so you can recognize it later.

For a passkey:

  1. Click Set up Passkey.
  2. Confirm your browser's prompt with your device's screen lock, fingerprint, or face recognition.
  3. Name the passkey after the device that holds it.

Sign out and back in to confirm. After the password, the sign-in asks for a code from your authenticator app, or for the passkey.

If you register more than one method, the sign-in prompts for one of them and offers Try Another Way, which lists the rest so you can pick another.

To replace a method, register the new one and confirm it works — using Try Another Way if the sign-in prompts for the old one — then delete the old entry on Signing In. If you've lost the only second factor on your account, contact Customer Support, because nobody can read a registered factor back to you.

Review the other tabs​

  • User Info — your name and email, your Server Roles and Repository Roles (with the group each one is inherited from), your License Assignment, and Linked Resources: the resources an administrator has mapped to you, which feed your assignments.
  • Cycle Group Memberships — the cycle groups you belong to, per repository, including per-item groups.
  • Watched Objects — everything you watch, per repository. Unwatch this object removes an elective watch; items marked Required to Watch can't be unwatched. Stop Watching All Repository Objects clears a repository in one go.
  • Checked out objects — the items currently checked out to you, with the repository and check-out time.
  • Early Access — preview features you can turn on for yourself before their full release, each with a short description and a Leave Feedback link.