The Profile section in Revlitix allows you to manage your personal account settings, including your name, role, default homepage, and password.
These settings help personalize your experience and ensure appropriate access within the platform.
Step 1: Access the Profile Tab
Log in to your Revlitix account.
Navigate to the Settings module from the left-hand menu.
Click on the Profile tab to view and edit your account details.
Step 2: Update Profile Name
In the Profile Name field, enter your desired name.
Click Update Name to save the changes.
Your updated name will be reflected across the entire platform.
Step 3: Understand User Roles
Your role determines your access level within Revlitix:
Admin: Full access to all platform features, including billing.
Manager: Access to all features except billing; can customize access for other users.
Custom: Limited access with specific read and edit permissions.
Note: Roles are assigned by an Admin or Manager.
Step 4: Set Default Home Page
In the Default Home Page section, select the module you wish to land on after signing in.
Choose from the dropdown menu of modules you have access to.
This setting remains until you choose to change it.
Step 5: Change Password
Click on the Change Password option.
Enter your current password, followed by your new password.
Click Change Password to apply the update.
By following these steps, you can effectively manage your profile settings in Revlitix, ensuring a personalized and secure experience.