Managing your Admin, Staff, or Partner account profile: Updating personal information

Easily manage your admin, staff, or partner profile,  control access, update settings, and keep your account information accurate and secure.

Learn how to:

• Manage your account, including:
  • Accessing your account profile
  • Updating personal information
    • Adding or updating your photo
    • Viewing and updating your first and last name
    • Viewing and updating your email address
    • Viewing or updating your nickname
    • Viewing your login username
    • Changing your password
    • Receiving SMS notifications

You can also find answers to Frequently Asked Questions.

Learn more Find out how to work with the Account Settings tab of your account Profile with the following article: Managing your Admin, Staff, or Partner account profile: Updating account settings

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• User Name > Profile
   

What more do I need to use this feature?

• Profile: An Admin, Staff, or Partner account in Checkfront. 
   

You can access your account profile by:

1. Go to the main menu at the top or side of your page.
2. Find your name and profile photo displayed.
3. Open the related drop-down menu.
4. Select the Profile option from the menu.

Learn more Looking for information on how to configure Staff or Partner accounts? Check out the following series of articles: Introduction to Staff accounts Partner Accounts: Introduction

From the Personal Info tab, you can configure the following.

Adding photos

You can add a photo of yourself for internal use only. 

1. Find the Photo setting at the top left-hand side of the Profile page. 
2. Drop a JPG or PNG image in the Add Photo section to upload, or click the section to open an upload modal.

Deleting photos

Click the trash can icon to remove the photo from your profile.

You can view or update your name by entering your First Name and Last Name fields.

This email address is the one you use for your login, notifications, and internal communications. 

How do I verify my email address?

You can verify your email when you first access your account. 

1. Click the Verify your email link.
2. The system displays a modal with an option to send a verification email to the email address displayed.
3. Click the Send button to send the email.
4. Check your email and click the link in the verification email to complete the validation.

Verifying your email address enhances the security of your account and enables us to provide you with better support.

This short, unique name is used in various reports, notes, and your profile.   

Login usernames have been deprecated. Please use your email address to log in instead.

How do I change my password?

Follow these instructions to change your password.

1. Click the Change Password button
2. Follow the instructions provided in the New Password field.
   
   To maintain a high level of security in your account, the new password must meet the following requirements.
   • At least eight characters
   • At least 3 of the following:
     • Lowercase letters (a-z)
     • Upper case letters (A-Z)
     • Numbers (0-9)
     • Special characters (e.g. !@3$%^&*)
     • Passwords must NOT contain empty spaces.
        
3. Once you have finished entering the new password, click Save to finalize the change.    

You can also change your password via the Forgot Password? feature.

Learn more You can also change your password via the Forgot Password? feature.

Changing passwords and iCal feeds Calendar iCal feeds are linked to the account that generated them. If the account that generated the feed is disabled or if the login credentials for that account change, then any iCal feed links previously generated no longer work. You can generate new iCal feeds to link to your external calendars to resolve this.

Enter your number in the Mobile Phone field if you wish to receive SMS notifications. A third-party Twilio integration is required for sending SMS notifications.

Learn more Learn more about Twilio here: Introduction to SMS notifications using Twilio

How do I disable Two-Factor Authentication? An Admin initially required authentication, then removed the requirement? I am still being prompted to provide authentication, but the setting in my profile is not selected. 

• Please contact Technical Support, and we will assist you in resolving this issue.