Profile

My Profile (Web)

This section within the Geo-CX platform serves as a centralized area where users can manage and update their personal and professional information. This module is designed to enhance user experience by allowing easy access to modify contact details, affiliation, and role-specific features within the platform. Key functions of this module include:

Personal Information Management: Users can update their first name, last name, and contact information (Except email and phone number), ensuring that all communications and interactions within the platform are accurately aligned with their current details.

Professional Details Update: Important for maintaining up-to-date professional credentials such as company name, city, state, and address. This is essential for accurate project management and resource allocation within the company.

Role Management (Company Admin): The module includes a unique feature allowing users to request changes to their role within the organization, such as upgrading to a Construction Manager position. This feature is controlled by a toggle switch, providing a simple pathway for users to expand their responsibilities and access within the platform.

Account Security and Customization: Users can change their passwords, manage their subscription details, and even delete their account if necessary. Additionally, they have the option to personalize their profile by uploading a company logo.

Navigation and Access: The module is part of a broader user interface that includes access to various management tools like project and crew management, resource allocation, safety protocols, and more, making it a versatile hub for personal and professional growth.

Become a CM

Toggle Option

I want to become a CM (Construction Manager): Toggle switch enabling the user to request an upgrade to a Construction Manager role and use also functions within the mobile app. For details, please review First Steps as Construction Manager here.

My Profile (App)

Accessing the Profile Page:
- Log into your Geo-Cx account.
- Click on the profile icon or your name at the top right of the screen, and select "My Profile" from the dropdown menu.
Editing Profile Information:
- Navigate to the "Edit Profile" section on the right side of the profile page.
- Update any necessary fields:
  - First Name: Enter your first name.
  - Last Name: Enter your last name.
  - Phone Number: This cannot be updated.
  - Email Address: This cannot be updated.
  - Designation: This should be set to your current role; in this case, it is 'Foreman'. This cannot be updated
- After making changes, click the "Save Changes" button to apply the updates.
Changing Password:
- Click on "Change Password" in the sidebar under the General Information section.
- Follow the prompts to enter your current password and a new password.
Deleting Account:
- If you need to delete your account, click on "Delete Account" in the General Information section.
- Be aware that this action is irreversible.
- Deleting your account will prevent the use of the same email for future registrations. However, if the phone number is owned by your company, it can be reassigned to another user.

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