GREENDEX
User Account

User Settings

Configure your personal preferences and account settings

User Settings

User Settings allows you to customize your Greendex experience, manage your account details, and configure personal preferences.

Accessing User Settings

Navigate to your settings:

Method 1: Profile Menu

  1. Click your profile picture/avatar in the top navigation
  2. Select "Settings" from the dropdown
  3. The settings page opens

Method 2: Sidebar Navigation

  1. Look for "User" section in the sidebar
  2. Click "Settings"
  3. Manage your preferences

Settings Sections

Profile Settings

Display Name

  • Your name as shown in Greendex
  • Visible to team members and collaborators
  • Can be changed at any time

To update:

  1. Go to Profile section
  2. Edit the Display Name field
  3. Click "Save"

Email Address

  • Primary contact and login email
  • Must be unique across the platform
  • Requires verification if changed

To change email:

  1. Go to Profile section
  2. Click "Change Email"
  3. Enter new email address
  4. Confirm with current password
  5. Verify new email via link sent

Important: Changing email requires re-verification.

Profile Picture

  • Avatar image for identification
  • Displayed in team lists and comments
  • Optional but recommended

To update picture:

  1. Click current avatar
  2. Upload new image
  3. Crop if necessary
  4. Save changes

Supported formats: JPG, PNG, GIF Maximum size: 2MB

Language and Region

Interface Language

Choose your preferred language:

  • English (default)
  • German
  • More languages coming soon

To change language:

  1. Go to Language section
  2. Select from dropdown
  3. Changes apply immediately

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

Timezone

Set your local timezone:

  • Affects date/time displays
  • Used for notifications
  • Important for project deadlines

To set timezone:

  1. Go to Region section
  2. Select your timezone
  3. Or use "Auto-detect" for automatic setting

Appearance

Theme

Select visual theme:

Options:

  • Light - Clean, bright interface
  • Dark - Reduced eye strain in low light
  • System - Matches your device setting

To change theme:

  1. Go to Appearance section
  2. Select preferred theme
  3. Change applies immediately

Density

Control information density:

  • Compact - More information, less spacing
  • Comfortable - Balanced spacing
  • Spacious - Maximum breathing room

Notifications

Email Notifications

Configure email delivery:

Types:

  • Project updates - Changes to your projects
  • Invitations - Team and project invites
  • Reminders - Upcoming deadlines
  • System - Platform announcements

Frequency options:

  • Immediate - Send right away
  • Daily digest - Once per day summary
  • Weekly - Weekly summary
  • Never - No emails

In-App Notifications

Configure on-platform alerts:

  • Real-time - Show immediately
  • Badge only - Just update counters
  • Disabled - No in-app notifications

Security

Change Password

Update your account password:

  1. Go to Security section
  2. Click "Change Password"
  3. Enter current password
  4. Enter new password (min 6 characters)
  5. Confirm new password
  6. Click "Update Password"

Password tips:

  • Use unique password (not used elsewhere)
  • Mix uppercase, lowercase, numbers, symbols
  • Avoid dictionary words
  • Consider a passphrase

Two-Factor Authentication (2FA)

Add extra security layer:

To enable:

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

Supported apps:

  • Google Authenticator
  • Authy
  • Microsoft Authenticator
  • Any TOTP-compatible app

Active Sessions

View and manage logins:

Information shown:

  • Device/browser
  • Location (approximate)
  • Last active time
  • Current session indicator

Actions:

  • Revoke - Sign out specific session
  • Revoke all - Sign out everywhere except current

Privacy

Data Visibility

Control what others see:

  • Profile visibility - Who can see your profile
  • Activity status - Show when you're active
  • Read receipts - Show when you've seen messages

Data Export

Download your data:

  1. Go to Privacy section
  2. Click "Export My Data"
  3. Select data types
  4. Choose format (JSON, CSV)
  5. Download file

Includes:

  • Profile information
  • Organization memberships
  • Project participation
  • Activity history

Delete Account

Permanently remove your account:

Warning: This cannot be undone.

  1. Go to Privacy section
  2. Scroll to "Danger Zone"
  3. Click "Delete Account"
  4. Read warnings carefully
  5. Enter password to confirm
  6. Click "Permanently Delete"

Before deleting:

  • Transfer organization ownership if needed
  • Export any data you want to keep
  • Notify team members
  • Consider leaving organizations instead

Organization Context

Current Organization

Settings are scoped to your current organization:

  • Some settings are global (profile, password)
  • Some are per-organization (notifications, role)
  • Check organization indicator in header

Switching Context

To change organization context:

  1. Use organization switcher
  2. Or go to Organizations list
  3. Select different organization
  4. Settings may change based on context

Settings Sync

Cross-Device

Settings sync across devices:

  • Log in on any device
  • Your preferences follow you
  • Theme, language, notifications

Exceptions

Some settings are device-specific:

  • Active sessions (per device)
  • Notification permissions (browser)
  • Some appearance settings

Troubleshooting

Changes Not Saving

If settings don't persist:

  • Check internet connection
  • Verify you clicked "Save"
  • Look for validation errors
  • Try refreshing the page

Can't Change Email

If email update fails:

  • New email may already be in use
  • Current password may be incorrect
  • Verification email may be in spam
  • Contact support if stuck

Theme Not Applying

If appearance changes don't work:

  • Clear browser cache
  • Check for browser extensions interfering
  • Try different browser
  • Disable "System" theme and select manually

Notifications Not Working

If you're not receiving notifications:

  • Check notification permissions in browser
  • Verify email address is correct
  • Check spam/junk folders
  • Ensure notifications are enabled in settings

Best Practices

Security

  • Enable 2FA - Adds important security layer
  • Regular password updates - Change every 3-6 months
  • Review sessions - Check active logins monthly
  • Strong password - Use password manager

Personalization

  • Set correct timezone - Ensures accurate deadlines
  • Choose comfortable theme - Reduces eye strain
  • Configure notifications - Balance awareness and noise
  • Complete profile - Helps team identify you

Maintenance

  • Review settings quarterly - Ensure still appropriate
  • Update email if changed - Maintain access
  • Export data periodically - Keep backups
  • Revoke old sessions - Clean up unused devices

User Account

Managing your Greendex user account

Organization

Managing your Greendex organization

On this page

User SettingsAccessing User SettingsMethod 1: Profile MenuMethod 2: Sidebar NavigationSettings SectionsProfile SettingsDisplay NameEmail AddressProfile PictureLanguage and RegionInterface LanguageTimezoneAppearanceThemeDensityNotificationsEmail NotificationsIn-App NotificationsSecurityChange PasswordTwo-Factor Authentication (2FA)Active SessionsPrivacyData VisibilityData ExportDelete AccountOrganization ContextCurrent OrganizationSwitching ContextSettings SyncCross-DeviceExceptionsTroubleshootingChanges Not SavingCan't Change EmailTheme Not ApplyingNotifications Not WorkingBest PracticesSecurityPersonalizationMaintenanceRelated Topics