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 readers

• Manage Email Notifications

  Manage 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 a tasSome readers

• How 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 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? 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 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 default iPhone application for CxPlanner cannot be used due to security restrictions imposed on iOS apps. However, there are alternative ways to access CxPlanner on your iPhone. Using Your Preferred Browser You can access CxPlanner thSome readers

• 2FA

  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. How to Enable 2FA Click on your profile icon in the top right corner. Select "Account settings" from the menu. ScFew readers

• Yubikey

  Linking a YubiKey to your CxPlanner profile To enhance the security of your CxPlanner account, you can link a YubiKey as an additional authentication method. A YubiKey acts as a physical key that protects your account from unauthorized access. Once linked, you simply need to tap the YubiKey to verify your identity during login. How to Link Your YubiKey: Click on your profile icon in the top right corner. Select "Profile" from the menu. Scroll down to the "YubiKey" sectFew readers

Company

• Company Admin Settings

  This page is specifically for the settings that the company administrator has access to. This is not the same as a project administrator. For information regarding Project Administrator access and rights, see our Company User Groups on a Project Help page. Company Administrator Settings To access the company profile settings, navigate to the AvatarFew readers

• Description of Company roles

  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

  How to add a company logo in CxPlanner 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. Guide to Uploading a Company Logo: Click on your profile icon in the top right corner. SelectFew readers

• Create a company-user with permission to create projects

  How to create a company-user with permission to create projects By default, a user added to CxPlanner will not have permission to create their own projects. If you want to grant a user the ability to create projects, the process is slightly different. You need to assign the necessary permissions through the user management section, allowing the user to add their own projects. Guide to Creating a User with Project Creation Rights: Click on your profile icon in the top right corner. 2Few readers

• Admin - 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 readers