User Settings
Overview
Section titled “Overview”The User Settings page allows you to manage your personal account information, update your password, manage browser sessions, and configure security settings.
Accessing User Settings
Section titled “Accessing User Settings”- Navigate to Settings in the main menu
- Click on User Settings
Profile Information
Section titled “Profile Information”Updating Your Profile
Section titled “Updating Your Profile”- In the Profile Information section, update your:
- Name: Your full name
- Email: Your email address (used for login and notifications)
- Click the Save icon to update your profile
- You’ll receive a success notification when changes are saved
Important Notes
Section titled “Important Notes”- Your email address is used for login, so ensure it’s valid and accessible
- Profile changes take effect immediately
- If you change your email, you may need to verify the new address
Update Password
Section titled “Update Password”Changing Your Password
Section titled “Changing Your Password”- In the Update Password section, enter:
- Current Password: Your existing password
- New Password: Your desired new password
- Confirm New Password: Re-enter your new password
- Click the Save icon to change your password
- You’ll receive a success notification when your password is updated
Password Requirements
Section titled “Password Requirements”- Passwords must be at least 3 characters long
- Use a strong, unique password for security
- Don’t reuse passwords from other accounts
Two-Factor Authentication
Section titled “Two-Factor Authentication”Two-factor authentication (2FA) adds an extra layer of security to your account. Currently, 2FA is not enabled in PropSheet, but this feature may be available in future updates.
Browser Sessions
Section titled “Browser Sessions”Viewing Active Sessions
Section titled “Viewing Active Sessions”The Browser Sessions section shows all devices and browsers where you’re currently logged in, including:
- Device/browser name
- Last active time
- Creation date
- Current session indicator
Logging Out Other Sessions
Section titled “Logging Out Other Sessions”If you suspect unauthorised access or want to log out from other devices:
- Scroll to the Browser Sessions section
- Review the list of active sessions
- Click Log Out Other Sessions to sign out from all devices except your current one
- You’ll receive a confirmation notification
Security Tips
Section titled “Security Tips”- Regularly review your active sessions
- Log out from devices you no longer use
- If you notice unfamiliar sessions, change your password immediately
Delete Account
Section titled “Delete Account”Account Deletion
Section titled “Account Deletion”⚠️ Warning: Deleting your account is permanent and cannot be undone.
- Scroll to the Delete Account section
- Review the warning message
- Important: Download any data you wish to keep before deletion
- Click Delete Account to permanently remove your account
- You’ll be logged out and redirected to the login page
Before Deleting
Section titled “Before Deleting”- Export any compliance records you need
- Download reports and documentation
- Inform your team if you’re the account owner
- Consider transferring ownership if needed
Related Topics
Section titled “Related Topics”- Company Settings - Manage company information
- Team Members - Manage team access