Profile settings

• Manage your profile settings

  Overview How do I update my personal profile in CxPlanner? Your profile settings let you manage personal details like your name, email, password, profile picture, and security preferences. Some details, such as your company affiliation or company role, can only be updated by an administrator. When and why to use this Updating your profile helps ensure your account is secure and that other project members can identify yoSome readers

• Manage Email Notifications

  Structure the Email Notifications How do I customize my email notifications in CxPlanner? CxPlanner allows you to control which email notifications you receive, helping you stay informed without overwhelming your inbox. When and why to use this Use this feature to tailor your email updates based on how actively you're involved in projects and tasks. Notifications are only sent for updates on tasks you are following. You follow aSome readers

• How to save a personal signature which can reused

  Overview How do I save a reusable signature for document approvals? CxPlanner allows you to store your signature in your account settings, so you don’t have to draw it each time you approve a checklist or document. When and why to use this Use this feature to streamline your approval process and ensure consistency across your project documentation. Used when approving checklists or documents Signature is stored and automaFew readers

• Change the language of your CxPlanner interface

  Overview How do I view CxPlanner in my preferred language? CxPlanner supports multiple languages and allows users to change their personal interface language. If your preferred language is not supported natively, you can use Google Chrome’s translation features to view the platform in any language. Option 1: Change language from CxPlanner’s settings Use this when your prefFew readers

User & Login Managment

• How to reset password / Forgotten password

  Have you forgotten your password? If you're unable to log in because you've forgotten your password, CxPlanner provides a simple way to reset it from the login page. This process sends a recovery link to your email so you can create a new password and regain access. Guide - How to reset your password Go to CxPlanner's login page ( orFew readers

• Login with SSO (Single-Sign-On)

  Overview If your company has enabled Single Sign-On (SSO) login, you will be accessing CxPlanner through your company's designated security provider. In this scenario, you won't have a dedicated CxPlanner password, and the login process will be facilitated through your company's workflow. Logging in via SSO The workflow for logging in with SSO is as follows: Open CxPlanner and click on the login button. Provide your email and click "Next." You will be redirected to your SSOFew readers

• iOS iPhone: Login with SSO

  SSO and iPhone If your company has enabled SSO, the iOS app from the App Store cannot be used due to Apple’s restrictions on third-party authentication in native apps. However, you can still access CxPlanner from your iPhone using Safari or another mobile browser. Using Your PreferrSome readers

• Enable two-factor authentication (2FA) for your account

  How to Enable 2FA on Your CxPlanner Profile To protect your account from unauthorized access, we recommend enabling two-factor authentication (2FA). With 2FA, you will need to enter a one-time code from an authentication app in addition to your password when logging in. This adds an extra layer of security and reduces the risk of your account being compromised. When and why to use this Enabling 2FA is recommended to secure your account against unauthorized access, especially if: You haFew readers

• Link a Yubikey to your CxPlanner profile

  Linking a YubiKey to your CxPlanner profile TLinking a YubiKey to your CxPlanner profile adds an extra layer of security by requiring physical verification during login. A YubiKey works as a hardware-based two-factor authentication device, ensuring that only you can access your account. When and why to use this Using a YubiKey increases protection against unauthorized access, especially in senFew readers

Company

• Company Settings for the platform Administrator

  Overview How do I access and manage company-wide settings in CxPlanner? The Company Settings page in CxPlanner gives you access to license-level configurations such as report customization, security, and platform defaults. These settings affect the entire organization and require elevated access. When and why to use this Use the Company Settings page when you need to: Update companyFew readers

• Understanding Company Roles in CxPlanner

  Company roles Company roles in CxPlanner control what a user can do across the entire platform - not just in individual projects. They determine access to features like creating new projects, editing company settings, and managing other users. Please note: Project roles are not the same as company roles. Project roles define your permissions within a specific project, such as creating tasks, replying to issues, or accessing project settings. (you can read more about project rolSome readers

• Setting login duration for your company

  For security reasons, all users on CxPlanner are automatically logged out after 60 days. However, it is recommended to keep this period as short as possible to minimize security risks - it can be set as low as 1 day. How to change the login duration: Click on your profile icon in the top right corner. Select Company profile. Go to the Security tab. Find the login duration field and choose the desired duration (Few readers

• Force all users to log out

  In the event of a security incident where you suspect that one or more users have been compromised, you can force all users in your company to log out. This ensures that everyone must log in again, which can help prevent unauthorized access. How to log out all users: Click on your profile icon in the top right corner. Select Company profile. Go to the Security tab. Find the option to log out all users and confirm the action. This will immediately log all useFew readers

• Add a company logo

  Overview A company logo makes your reports look more professional and recognizable to clients and partners. When you upload a logo to your company profile, it will automatically appear in all your reports and documents, strengthening your company’s visual identity. When and why to use this Adding a logo is useful when you want your reports and documents to reflect your company’s branding. EnFew readers

• Granting Project Creation Rights to a User

  Overview How do I allow a user to create projects in CxPlanner? By default, new users in CxPlanner cannot create their own projects. To grant this ability, you must assign them a company role with the necessary permissions via the User Management section. When and why to use this Grant project creation rights when a user needs to start and manage new projects independently.Few readers

• Take ownership of a project as a company administrator

  Overview As a company administrator, you have the ability to take ownership of any project created by your employees. This feature ensures that you have full control over the project and can manage it effectively. When and why to use this Taking ownership is useful in scenarios where a project: Was created by a user who has left the company Needs to be reassigned to ensure compliance or projectFew readers