The My Account page allows you to edit your profile, update your password, and adjust user settings. User settings are unique to you and provide small customizations that can save you clicks and let you see the content you use most. To access the PlanX My Account page, click on your initials and then on My Account.
Profile & Password
Account information is controlled by the central Infotech authentication system. Click the provided link to be redirected to the Infotech Express My Account page. To learn more about editing your account information, see this article: Account settings and registration – Infotech® Services.
Settings
- Landing Page - the landing page setting determines which page opens when you first load the application. This is also the page that will open when you click the PlanX logo in the header.
- Group Default Filter - the group default filter allows you to automatically filter every page to your specific group or groups. This saves time and simplifies most views, but is not recommended if you typically want to see projects for all groups in your company. If you choose “Custom Group Filter” you can select as many groups as you want.
- Default View - on the pursuits and projects pages you can select the Tile, List, or Map view. This setting allows you to identify the view you would like selected by default. The Tile view is shown if no selection is made.