GREENDEX

User Account

Managing your Greendex user account

User Account

Your Greendex user account is your personal identity within the platform, allowing you to access organizations, projects, and manage your preferences.

Account Overview

Your user account includes:

  • Personal information - Name and email
  • Authentication - Password and security settings
  • Organization memberships - Organizations you belong to
  • Preferences - Language, theme, and settings
  • Activity history - Your actions within Greendex

Account Creation

During Sign Up

When you create an account:

  1. Provide your email address
  2. Create a secure password
  3. Verify your email
  4. Your account is activated

Through Invitation

If invited to an organization:

  1. Click invitation link
  2. Create account (if new user)
  3. Accept invitation
  4. Join the organization

Account Types

Regular User

Standard account for:

  • Organization members
  • Project participants
  • Team collaborators

Organization Owner

Enhanced account with:

  • Organization management rights
  • Billing access (if applicable)
  • Member management permissions

Managing Your Account

Accessing Account Settings

Navigate to your settings:

  1. Click your profile/avatar in the navigation
  2. Select "Settings" or "Account"
  3. Manage your preferences

Or:

  1. Go to User section in sidebar
  2. Click "Settings"
  3. Update your information

Profile Information

Name

  • Your display name
  • Visible to team members
  • Can be changed anytime

Email

  • Primary contact address
  • Used for login
  • Requires verification if changed

Profile Picture

  • Avatar image
  • Helps identify you in the platform
  • Optional but recommended

Security

Password Management

Changing Password

  1. Go to Account Settings
  2. Click "Change Password"
  3. Enter current password
  4. Enter new password
  5. Confirm new password

Password requirements:

  • Minimum 8 characters
  • Recommended: mix of letters, numbers, symbols
  • Should be unique (not used elsewhere)

Forgot Password

If you forget your password:

  1. Go to login page
  2. Click "Forgot Password"
  3. Enter your email
  4. Follow reset link in email
  5. Create new password

See Forgot Password for details.

Two-Factor Authentication (2FA)

If enabled for your organization:

  1. Go to Security settings
  2. Enable 2FA
  3. Scan QR code with authenticator app
  4. Enter verification code
  5. Save backup codes

Session Management

View and manage active sessions:

  • Current session - Your current login
  • Other devices - Logins from other locations
  • Revoke access - Sign out other sessions

Preferences

Language Settings

Choose your preferred language:

  1. Go to User Settings
  2. Select Language
  3. Choose from available options:
    • English
    • German
    • (More languages coming)

Note: This affects the interface language. Project data remains in its original language.

Theme Preferences

Select visual theme:

  • Light - Bright interface
  • Dark - Dark mode for low light
  • System - Follows device setting

Notifications

Configure notification preferences:

  • Email notifications - Project updates, invitations
  • In-app notifications - Real-time alerts
  • Frequency - Immediate, daily digest, or weekly

Organization Memberships

Viewing Your Organizations

See all organizations you belong to:

  1. Go to User Settings
  2. Click "Organizations" tab
  3. View list with your role in each

Switching Organizations

If member of multiple:

  1. Use organization switcher in sidebar
  2. Or go to Organizations list
  3. Click to switch context

Leaving an Organization

To leave an organization:

  1. Go to Organizations list
  2. Find the organization
  3. Click "Leave"
  4. Confirm your decision

Note: You cannot leave if you're the only Owner.

Transferring Ownership

Before leaving as Owner:

  1. Promote another member to Owner
  2. Or delete the organization
  3. Then you can leave

Account Deletion

Deleting Your Account

Warning: This is permanent and irreversible.

To delete your account:

  1. Go to Account Settings
  2. Scroll to "Danger Zone"
  3. Click "Delete Account"
  4. Confirm deletion
  5. Enter password to verify

What gets deleted:

  • Your user profile
  • Personal settings
  • Organization memberships
  • Associated data

What remains:

  • Submitted participant data (anonymized)
  • Project records (without your identity)
  • Organization continues operating

Before Deleting

Consider:

  • Transfer ownership - If you own organizations
  • Export data - Save any reports you need
  • Notify team - Let colleagues know
  • Alternative - Consider just leaving organizations

Troubleshooting

Can't Access Account

If you can't log in:

  • Check email - Ensure using correct address
  • Reset password - Use forgot password flow
  • Verify email - Check if verification needed
  • Contact support - If locked out

Email Already in Use

If you can't create account:

  • You may already have an account
  • Try password reset instead
  • Check if you were invited previously

Not Receiving Emails

If emails aren't arriving:

  • Check spam/junk folders
  • Verify email address is correct
  • Whitelist Greendex domain
  • Contact email provider

Best Practices

Security

  • Strong password - Use unique, complex password
  • Regular changes - Update password periodically
  • 2FA enabled - If available, use it
  • Monitor sessions - Check active logins regularly

Organization

  • Keep info current - Update email if it changes
  • Profile complete - Add picture and details
  • Right organization - Ensure you're in correct context
  • Leave inactive - Remove from old organizations

Privacy

  • Minimal sharing - Only necessary information
  • Review permissions - Understand what others see
  • Data exports - Know your data rights
  • GDPR rights - Exercise if needed

Reset Password

Create a new password for your Greendex account

User Settings

Configure your personal preferences and account settings

On this page

User AccountAccount OverviewAccount CreationDuring Sign UpThrough InvitationAccount TypesRegular UserOrganization OwnerManaging Your AccountAccessing Account SettingsProfile InformationNameEmailProfile PictureSecurityPassword ManagementChanging PasswordForgot PasswordTwo-Factor Authentication (2FA)Session ManagementPreferencesLanguage SettingsTheme PreferencesNotificationsOrganization MembershipsViewing Your OrganizationsSwitching OrganizationsLeaving an OrganizationTransferring OwnershipAccount DeletionDeleting Your AccountBefore DeletingTroubleshootingCan't Access AccountEmail Already in UseNot Receiving EmailsBest PracticesSecurityOrganizationPrivacyRelated Topics