Manage your profile settings

Overview: manage profile settings

Account settings lets you manage your name, email, password, profile picture, and security preferences, which is used when you need to keep your identity and login details current for project work.

Company affiliation and company role can only be changed by an administrator or CxPlanner Support. Dedicated pages also cover 2FA and password reset in more detail.

• Your role can be any role.
• You can find the menu at Profile icon - Account settings.
• This changes your personal profile and login security settings for your account.

How to open Account settings

1. Click your Profile icon in the top right corner.
2. Click Account settings.

How to change your password

1. Open Account settings.
2. Scroll to the Password section and enter your current password.
3. Enter your new password (minimum 8 characters).
4. Click Save.

How to enable 2FA

1. Open Account settings.
2. Scroll to the password and security section and enable 2 Factor Authentication.
3. Open a 2FA app on your phone, for example Authy or Google Authenticator.
4. Scan the QR code or enter the secret key.
5. Enter the digit code from the app to confirm setup.

How to upload a profile picture

1. Open Account settings.
2. Locate the Profile picture section and click upload.
3. Select a clear image of yourself.
4. Click Save.

How to request a company change

You cannot change your company yourself.

1. Use Chat Support in the bottom right, or email support@cxplanner.com.
2. Include your current company, target company, and account email.

Results: profile settings behavior

• Password and 2FA changes apply on the next login for password accounts
• Profile picture appears on tasks and comments after save
• Company affiliation stays unchanged until Support updates it

Troubleshooting: profile settings

Updated on: 07/26/2026