Manage User Profile

Jump to Section:

Introduction

Changing User Account Settings

Accessing and Managing Other Accounts

 

 

Introduction

The Manage User Profile page gives you the ability to change the name, phone number, email address, and password associated with your PDI log in. If you have multiple organization accounts associated with your email address, the Manage User Profile page gives you the ability to access those additional accounts and change the account accessed upon your initial log in.

 

Changing User Account Settings

Changing your Name or Phone Number

 

  1. Click on the Hamburger Icon located in the top right of the screen.
  2. Click on the Manage User Profile option.
  3. Use the First Name, Last Name, and Cell Number textboxes to make your updates.
  4. Click the Save button.

Changing your Password

 

  1. Click on the Hamburger Icon located in the top right of the screen.
  2. Click on the Manage User Profile option.
  3. Activate the Change your Password checkbox.
  4. Use the Enter New Password textbox to set the new password.
  5. Retype the new password in the Confirm Password textbox.
  6. Click the Save button.

Changing your Email Address

 

  1. Click on the Hamburger Icon located in the top right of the screen.
  2. Click on the Manage User Profile option.
  3. Activate the Change your Email checkbox.
  4. Use the Enter New Email textbox to set the new email address
  5. Retype the email address in the Confirm Email textbox.
  6. Click the Save button.

 

Accessing and Managing Other Accounts

Accessing your Other Accounts

 


  1. Click on the Hamburger Icon located in the top right of the screen.
  2. Click on the Manage User Profile option.
  3. In the My Other Accounts section click on the name of the account you would like to access.

 

Changing the Default Sign-In Account

 

Changing a default account will change the Organization Account a user will see upon logging in.

  1. Click on the Hamburger Icon located in the top right of the screen.
  2. Click on the Manage User Profile option.
  3. In the My Other Accounts section activate the checkbox for the account you would like to make your default account.

Note: Activating an account as your default account does not log in to that account.