Profile settings
Profile settings
My profile Within your profile settings you can access the following settings: Access profile settings Profile settings In the Settings menu you can edit basic information about yourself, such as your name and email. It is also here that you can change your password. There are some settings that you can't change yourself. For example, you cannot change your company role. Edit profileSome readersHow to reset password / Forgotten password
Have you forgotten your password? You can always reset your password if you have forgotten it. When you access CxPlanner's login page, you will see a text saying "Forgot password?" - click on it and enter your email. You can also use this direct link here. Click here to reset your password. Once you have entered your email and clicked "Reset password", an email will be sent to you with a recovery link: Click on that link, Enter your new pasFew readersHow to save a personal signature which can reused
Add a signature When you need to approve documents or use your signature, it can be convenient not to have to write it manually every time. We have therefore, created a feature that allows you to save your signature so you don’t have to write it each time you approve something. If you click on your "profile icon" in the top right corner and open "Account settings," you can scroll down to "Signature." This is where you add your signature and then check the small slider above so it saves itFew readersEmail notifications
Email notifications My profile ➡️ Email notifications Email notifikationer You can enable several email notifications. The number of notifications wanted varies - so it's up to you to decide which notifications to enable. Removing notification emails You can remove the notifications by unchecking them in your profile. Multiple projects combined in one email Our notification system is designedSome readersUnderstanding Access Levels in CxPlanner
Learn about CxPlanner access levels: company roles, project roles, and user-groups for secure and efficient project management.Few readers
Project settings
How to create a project-logo
Adding a Project Logo Your company's logo will always be active, but you can also create a project logo so both your company's logo and the client's logo appear on your reports. To add a project logo, navigate to "Project Settings" at the bottom left. Next, go to the "Project Data" tab. When you're in the "Project Data" tab, scroll down to the bottom where you'll find the upFew readersCreate your own project tags
Organize and search your projects – your way Managing multiple projects can quickly become overwhelming - especially when you rely on internal PO numbers, custom project identifiers, or other specific labels to track everything. To make it easier for you to organize and locate your projects, we’ve introduced Project Tags in CxPlanner. Project Tags let you add custom keywords to your projects - such as PO numbers, locations, departments, or client names. These tags are visible directlFew readersEdit project settings and status
Users on a project with the project role Manager and Admin can edit the settings in a project. Some settings might be restricted to the Admin, e.g. the project name. Main settings Access the project settings The different options Click on the little 'pen' to edit Edit project settings Change the project status You can change the status of project. As default a project will be markedSome readersAdmin - take ownership over of a project
How to take ownership og a project as a company administrator 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. Guide to Taking Ownership of a Project: Click on your profile icon in the top right corner. Select "Company Profile" from the menu. Go to the "Project Overview" sectFew readersHow do I change the project name?
Change the Name of Your Project You might find yourself in a position where you need to change the name of your project - fortunately, it's super simple! To change the name, open "Project Settings" on the left side of the sidebar and then open the "Project Data" module. Scroll down and find "Project Name" and click on the small pencil icon to the right. (https://storage.crisp.chat/Few readers