Personal Settings in the Customer Portal

Learn how to configure your personal user settings in the customer portal.

In Chekhub’s customer portal, you can easily manage your personal settings to keep your information up-to-date and configure notifications that fit your needs. Here’s how to do it:

• Access Your Personal Settings
  • To access your settings, locate and click the gear icon in the top menu bar of the portal.
• Manage Your Member Information
  • Update Personal Details: Change your name, write a bio, and add a primary working location by entering the location name and address.
• View Your Team Members
  • In the Team Members section, you can view your team's details, including name, email address, portal access status and portal role.
  • Export Team Members: You can export the team members table as a CSV, Excel, JSON or print for easy sharing.
• Configure Notifications
  • Notifications: Tailor your notification preferences to stay informed about important updates such as:
    • Tickets
    • Round Series
    • Round Instances
    • PM Series 
    • PM Interval
  By customizing these settings, you can ensure that you're always up-to-date on the activities and responsibilities within your team and portal. For more information on notifications, refer to this article.
• Save Your Changes
  • After making updates, click Save Changes in the bottom right corner of your screen to apply your preferences.