Profile settings
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.Some readersManage Email Notifications
Overview: manage email notifications The Email notifications settings let you choose which update types CxPlanner emails you about, which is used when you want fewer inbox messages while still following the tasks (also called observations or punch list items) you are involved in. Checklist and asset assignment emails also depend on whether you are assigned individually, by company, or by user group in the Responsible column. Your role can be any role. You can find the menu at PSome readersHow to save a personal signature which can reused
Overview: save a personal signature The Signature section in Account settings stores one personal signature so CxPlanner can reuse it during approvals, which is used when you sign checklists or documents often and do not want to redraw the signature each time. Your role can be any role. You can find the menu at Profile icon - Account settings - Signature. This changes the signature suggested during approvals and shown on related PDF output. || All users can save theirSome readersEnable push notifications on Iphone
Overview: push notifications on iPhone Push notifications for CxPlanner on iPhone are enabled from the browser Notifications settings while logged in through Safari or another web browser, which is used when you want alerts on your phone without relying on the App Store app. Push notifications cannot be enabled in the CxPlanner app from the App Store. Your role can be any role. You can find the menu at Profile icon - Notifications - push notifications at the bottom of the page.Few readersChange the language of your CxPlanner interface
Overview: change interface language The language setting in Account Settings lets you switch the CxPlanner interface among the supported native languages, and you can use Google Chrome translate when your language is not listed, which is used when you want the menus and labels in your preferred language on every device you use. It does not translate PDFs, exports, or user-entered content. Your role can be any role. You can find the menu at Profile avatar - Account Settings - **Few readersView checklists assigned to you
Overview: view checklists assigned to you The Assigned to you section lists checklists connected to you personally, your company, or your user groups, which is used when you need a fast queue of tests and checklist work without searching every project. Your role can be any project role with checklist access. You can find the menu at Dashboard - Assigned to you, or inside a project - Assigned to you. This does not change assignments. It only shows checklists already linFew readers
User & Login Managment
How to reset password / Forgotten password
Overview: reset a forgotten password You can request a recovery link from the login page with Forgot password, and Company Admins can trigger a reset email for another user from Users, which is used when someone cannot sign in with their current password. SSO users reset credentials in their company identity provider, not in CxPlanner. Your role can be any role for your own password. You can find self-reset at the login page - Forgot password, or admin reset at ProfileFew readersLogin with SSO (Single-Sign-On)
Overview: log in with SSO When your company enables SSO, CxPlanner redirects you to your company identity provider after you enter your email, which is used so you sign in with company credentials instead of a CxPlanner password. For iPhone and iOS, see iOS iPhone: Login with SSO. Your role can be any role in an SSO-enabled company. You can find the login flow at [https://app.cxplanner.com/login](https://appSome readersiOS iPhone: Login with SSO
Overview: SSO login on iPhone On iPhone, SSO users must open CxPlanner in Safari or another mobile browser, and can add a Home Screen shortcut for app-like access, which is used because the App Store app cannot complete third-party SSO login. For the desktop SSO flow, see Log in with SSO (Single Sign-On). Your role can be any role in an SSO-enabled company. You can find CxPlanner at the browser login pagePopularEnable two-factor authentication (2FA) for your account
Overview: enable two-factor authentication Two-factor authentication in Account settings requires a one-time code from an authenticator app in addition to your password when you log in, which is used to reduce unauthorized access to your CxPlanner account. If your company uses SSO, password and 2FA settings may be managed by your company identity provider instead. For hardware keys, see [Link a YubiKey to your CxPlanner profile](https://help.cxplanner.com/en-us/article/link-a-yubikey-toFew readersLink a Yubikey to your CxPlanner profile
Overview: link a YubiKey The YubiKey section in profile settings registers a hardware key for login verification, which is used when you need physical two-factor authentication instead of only an authenticator app. For app-based 2FA, see Enable two-factor authentication (2FA / MFA). Your role can be any registered CxPlanner user with password login. You can find the menu at ProFew readers
Company
Company Settings for the platform Administrator
Overview: Company Settings for Company Admins Company Profile settings give Company Admins license-level controls for branding, security, report defaults, templates, usage, and API keys, which is used when you need to configure the whole organization rather than a single project. Project settings are managed inside each project, not from here. Your role must be Company Admin. You can find the menu at Avatar - Company Profile. This changes company defaults for login brFew readersUnderstanding Company Roles in CxPlanner
Overview: company roles Company roles control what a user can do across the whole CxPlanner license - creating projects, managing users, viewing the agreement, and creating templates - which is used when you decide who can administer the company rather than only work inside one project. Project roles are different and are described in Description of project roles for users. Your role must be **ComPopularSetting login duration for your company
Overview: set login duration The login duration setting in Company profile - Security controls how many days a session stays valid before CxPlanner logs the user out automatically, which is used to reduce the risk of long-lived open sessions. For an immediate company-wide logout, see Force all users to log out. Your role must be Company Admin. You can find the menu at Profile icon - **Company prFew readersForce all users to log out
Overview: force all users to log out The force logout control in Company Profile - Security immediately ends active sessions for all users in your company, which is used when you suspect compromised accounts or need everyone to sign in again after a security incident. For session length limits, see Setting login duration for your company. Your role must be Company Admin. You can findFew readersUpload and manage your company logo
Overview: upload company logo The Logo section in Company Profile lets Company Admins upload one company logo that appears on reports and exported documents, which is used when client-facing PDFs should show your branding instead of the default CxPlanner mark. For broader company settings, see Company Settings for Company Admins. Your role must be Company Admin. You canFew readersGranting Project Creation Rights to a User
Overview: grant project creation rights Project creation is controlled by the user's company role. Assigning Moderator or Admin in Users lets that person create projects, which is used when a team member must start new projects without asking a Company Admin each time. Project roles such as Manager or Contractor only apply inside a project and do not grant project creation. Your role must be Company Admin. You can find the menu at Profile icon - Users.Few readersBecome an Admin on a project you're not invited to
Overview: become Admin on an uninvited project As a Company Admin, you can grant yourself Project Admin access on any company project from Company Profile - Project Overview, which is used when a project owner has left, or when you need central oversight of a project that is not on your dashboard. It does not change project ownership. For company-wide settings, see [Company Settings for Company Admins](https://help.cxplanner.com/en-us/article/company-settings-for-the-platform-adSome readers