Your Profile & Security

How to manage your personal information, avatar, security settings and notification preferences.

Overview Of Your Profile

The profile page lets you edit your personal information, user avatar, security settings and email notification preferences. It can be accessed by clicking your name in the bottom-left corner of the DigiFi platform's interface.

From your profile page, you can:

  • Manage basic personal information.
  • Upload a profile picture.
  • Change your email address.
  • Change your password.
  • Set up 2-factor phone authentication.
  • Choose your email notification preferences.

Manage Your Information

To change your profile picture, click on your existing profile picture. You can upload, crop and save a new image.

To change your name, click the "Edit Personal Profile" button. You can then edit and save the information.

To change your email address or password, click the corresponding buttons. You'll be required to authenticate yourself before proceeding.

👍

If your account is in multiple organizations, your profile will be shared across them.


Set Up Phone 2FA

Two-factor phone authentication (or "2FA") adds an additional layer of security to your account to help prevent unauthorized access. When 2FA is enabled, we'll send a text message to your mobile phone with an authentication code every time you attempt to log in. We strongly suggest that all users enable 2FA.

You can set up 2FA by clicking the "Enable Phone Authentication" button and following the instructions.

👍

Account owners can see who has 2FA enabled from the "Platform Users" page.


Select Notification Preferences

The DigiFi platform can sends real-time notification emails to you regarding application updates and technical issues. DigiFi includes two categories of notification emails:

  • Workflow Notifications are sent when applications are updated. These notifications will only be sent to the team members who are assigned to the application that was updated (and who have these notifications set to "On").
  • Technical Notifications are sent if technical issues occur that your team should address. These will only be sent to users that have permission to access the relevant platform sections (and who have these notifications set to "On").

To change your notification preferences, click the toggle for a given type of notification. This change will automatically save and immediately take effect.


Recovering Your Account

If you forget your password, you can reset it from the Sign In page.

If you have enabled 2FA and lost your phone, please contact us and we will be happy to assist you.