Help guide · Getting started

Setting up your profile

Update your name and email, decide whether you also do field work, and set a password you'll actually remember.

Walkthrough

Three quick things, all on the same page.

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Profile page showing the Account information card with name and email fields
Step 1

Update your account details

Open Profile from the bottom of the sidebar to change your name or email address. The Save Changes button only lights up once you've actually changed something.

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Profile page with the field-work checkbox ticked, revealing a certification number field
Step 2

Turn on field access if you also do site work

If you're an admin who also gets out on jobs yourself, tick “I also perform field work as an engineer.” It adds a certification number field here, and unlocks a switch on your account between office and field views — engineer accounts already work this way by default.

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Change password form showing a “Password changed successfully” confirmation
Step 3

Set a permanent password

Enter your current password once and your new one twice — at least 8 characters, with one uppercase letter and one number. You'll see a confirmation the moment it's changed.

Frequently asked

What if I don't do any field work myself?

Leave the checkbox off — nothing changes, and you'll only ever see the office side of the app.

Can I turn field access off again later?

Yes, any time, from the same page.

Does my engineer need to do this too?

No — this toggle is only for admins who also do site work. Every engineer account already has field access by default.

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