Overview
Your profile page is where you manage your personal account settings — the information that
identifies you in the system, your login credentials, your profile photo, and how the
application looks on your screen.
To open your profile, click your avatar or name in the top-right corner of any page and select
My Profile from the dropdown menu. You can also navigate directly to
/Profile.
Profile changes only affect your own account. To change another user's details, an
Administrator must do so from the User Management section.
Updating Your Profile
The Profile tab on your profile page lets you update your contact information.
This is the name and email address other users see when your account is mentioned in the
system (for example, in audit logs and job assignments).
To update your profile:
- Go to your profile page.
- Click the Profile tab (it may be open by default).
-
Update any of the following fields:
- First Name and Last Name — your display name across the system.
- Email Address — used for login and system notifications. Must be a valid email format and unique in the system.
- Phone Number — optional; your direct contact number.
- Job Title — optional; displayed on your profile card.
- Click Save Changes.
Important: If you change your email address, you will need to use the new
address to log in next time. Make sure you type it correctly before saving.
Changing Your Password
You can change your password at any time from the Security tab on your profile page.
It is good practice to use a strong, unique password that you do not use on other websites.
To change your password:
- Go to your profile page and click the Security tab.
- Enter your Current Password to confirm it is you.
- Enter your New Password.
- Enter the new password again in the Confirm New Password field.
- Click Change Password.
Password Requirements
Your new password must meet all of the following requirements:
- At least 8 characters long
- At least one uppercase letter (A–Z)
- At least one lowercase letter (a–z)
- At least one digit (0–9)
Example of a strong password: ShopFloor2025! — long, mixed case, has a number,
and easy for you to remember but hard to guess.
If you have forgotten your current password and cannot log in, use the
Forgot your password? link on the login page, or ask an Administrator to
reset it for you from User Management.
Profile Photo
Your profile photo appears in the top navigation bar, on your profile page, and anywhere
your account is displayed in the system. Adding a photo makes it easier for your colleagues
to identify who is responsible for a job or record.
Uploading a Photo
- Go to your profile page and click the Photo tab.
- Click Choose Photo or drag and drop an image file onto the upload area.
-
Accepted formats: JPG, JPEG, PNG, GIF. Maximum file size: 10 MB.
- Once the image is selected, click Upload Photo.
- The new photo appears immediately in the navigation bar.
Removing Your Photo
To remove your current photo and go back to the default avatar, click the
Remove Photo button on the Photo tab and confirm.
For best results, use a square or near-square image cropped to your face. A photo that
is roughly 200×200 pixels or larger will look sharp at all display sizes.
Two-Factor Authentication
Two-factor authentication (2FA) adds an extra layer of security to your account. When enabled,
you must provide a one-time code from an authenticator app (such as Google Authenticator or
Microsoft Authenticator) in addition to your password when logging in.
Setting Up 2FA
- Go to /TwoFactorSetup or open it from the user menu (top-right) → Two-Factor Setup.
- Install an authenticator app on your phone if you do not have one already.
- Scan the QR code shown on the setup page with your authenticator app.
- Enter the 6-digit code from the app to confirm setup.
- Save your recovery codes in a safe place — you will need them if you lose access to your phone.
Store your recovery codes somewhere safe and offline. If you lose your phone and do not
have recovery codes, your administrator will need to reset 2FA on your account.
Passkeys & Biometric Login
Passkeys let you sign in using your device's built-in biometrics — Face ID or Touch ID on iPhone and Mac,
fingerprint or face unlock on Android, or Windows Hello on a PC — without ever typing your password.
This is especially useful for shop floor workers who may have dirty or gloved hands.
Setting Up a Passkey
- Log in with your password as normal.
-
A prompt appears in the bottom-right corner of the screen after login. Click
Enable and follow the device prompt (Face ID, fingerprint, Windows Hello PIN, etc.).
- The passkey is saved to that device. Repeat on each device you want to use biometrics on.
Alternatively, go to Passkeys & Biometrics from the user
menu (top-right) at any time to add a new passkey for the current device.
Signing In with a Passkey
- Open the login page.
-
Click the Use Face ID / Biometric button (the label matches your device —
"Use Windows Hello", "Use Touch ID", etc.).
- Follow the device prompt. You are signed in immediately — no password required.
The biometric button only appears if your browser and device support passkeys
(Safari 16+, Chrome 108+, Edge 108+, or any modern Android browser over HTTPS).
On unsupported browsers it is hidden automatically.
Managing Passkeys
Go to Passkeys & Biometrics (user menu → Passkeys & Biometrics)
to see all devices you have enrolled. Each entry shows the device name, the date it was added,
and when it was last used. Click Remove to revoke a passkey from a specific device —
useful if you lose a phone or change devices.
Removing a passkey does not log you out — it just means that device will require a password
on the next login. If you lose a device, remove its passkey here as soon as possible.
Appearance
The Appearance tab lets you customize how the application looks on your screen.
Your choices are saved to your account and follow you across devices when you log in.
Theme — Light or Dark Mode
Choose between Light mode (white backgrounds, dark text) and
Dark mode (dark backgrounds, light text).
- Light — easier to read in bright environments like a well-lit office.
- Dark — easier on the eyes in low-light conditions, such as a dimly lit shop floor or late-night work.
To change the theme, open the Appearance tab, select your preferred option, and click
Save Preferences. The page updates instantly.
Sidebar Color
You can also choose the color scheme for the left navigation sidebar. A range of color
options is available — from a clean white sidebar to darker branded colors. Pick whichever
suits your taste or matches your shop's brand.
To change the sidebar color, select a color swatch on the Appearance tab and click
Save Preferences.
Appearance settings are personal and do not affect how the application looks for other
users. Each person on your team can choose the theme and color they prefer.