Client portal ยท Notifications and settings
Setting up your profile and preferences
Settings holds enough to make the portal comfortable and nothing that could break it. Changes save as you make them, so there is no save button on the page.
- Select Settings in the menu.
- Press Edit profile on the card at the top to change your First name and Last name, or press Change picture to upload a PNG or JPG up to 2MB. Press Save.
- Under Preferences, turn Notification sound on for a chime when something lands.
- Leave Email updates on to be emailed when your requests are updated. Those emails are only sent while push notifications are not active on any of your devices, so you are never told the same thing twice. This one belongs to your account rather than to the browser you set it in.
- Turn Dark mode on or off. The theme button in the top bar does the same thing and adds a System option, which follows whatever your device is set to.
- Set Font size to Small, Default or Large. It scales the whole interface, not just the text on one page.
- Read the Keyboard shortcuts card underneath for the shortcuts this app binds.
The badge beside your name on the profile card is your role, and the email shown there is the one your notifications and sign-in codes go to. Both are set by an admin, so ask if either is wrong.
The version of Certainty you are running is printed at the bottom of the page. Quote it if you ever report a problem with the portal itself.
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See this on your own workflow
This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.
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