User Settings

October 05, 2018

1. User Settings
   1.1 Profile
   1.2 Password
   1.3 Walkthrough Preferences
2. Account Settings
   2.1 Users
   2.2 Projects


1. User Settings

On the User Settings Page you can modify your user details, reset your password and manage your preferences.

To access User Settings, click on the User Icon on the Planner Toolbar to open the User Drop-down Menu, then click Profile Settings.

User Drop-down Menu

1.1 Profile

On the User Settings Page you can modify your profile details, change your password and manage your notifications and preferences.

Profile details that can be modified are:

  • First Name

  • Last Name

  • Profile Colour

You can choose your Profile Colour by clicking on your Profile Picture Icon and then choosing an option from the Colour Picker. Your activity bars on the Gantt will appear in your Profile Colour.

User Settings - Colour Picker

After updating your user details, don't forget to click Save!

1.2 Password

To reset your password, scroll down to the Password section, enter your old password, then enter and confirm your new password.

Please remember passwords must use at least 8 characters.

User Settings - Password

1.3 Walkthrough Preferences

Under Walkthrough Preferences you can toggle whether your guided walkthrough of Planner is on or off.

User Settings - Walkthrough Preferences

Once your Walkthrough Preferences have been turned on, look for the blue dot to start your guided walkthrough of Planner.

Planner Walkthrough


2. Account Settings

On the Account Settings page you can view the projects you are enrolled on and other users on your projects.

To access Account Settings, click on the User Icon on the Planner Toolbar to open the User Drop-down Menu, then click Account Settings.

User drop-down menu

2.1 Users

The Users Table contains details of all the users on projects that you are enrolled on.

Users Table

2.2 Projects

The Projects Table contains details of all the projects you are enrolled on. Only the project admin can alter the status of a project.

Projects Table


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