Skip to content

Profile and settings

Manage your personal account: name, email, password, avatar, language, and notification preferences. If you're an Admin, company-wide settings also live here.

Required role

Every web-portal role has a profile. Admins additionally manage company-wide settings.

Overview

Your profile is where you control how you appear to other users (name, avatar), how you sign in (password, email, username), how the portal presents itself to you (language, timezone), and what notifications you receive. Admins also manage company-level settings under Settings in the sidebar.

Open your profile

Click your avatar in the top-right corner → Profile.

The profile page is organised in tabs:

  • Personal information.
  • Password.
  • Avatar.
  • Language.
  • Notifications.
  • Sessions (if enabled on your installation).

Personal information

Change your name

  1. Profile → Personal information.
  2. Edit the Name field.
  3. Click Save.

Changes propagate immediately to everywhere your name appears: assignments, reports, the audit log, notification sent by you.

Change your username

Username is an optional alternative sign-in identifier.

  1. Profile → Personal information.
  2. Edit Username. Must be unique across your company.
  3. Save.

Change your email

Email is your primary sign-in identifier. You can not change it yourself — doing so would let a compromised account be quietly redirected. Ask an Admin to change it for you, or (for Admins) request the change via Pegotec support.

Once changed, password-reset emails and notifications go to the new address.

Change your password

  1. Profile → Password.
  2. Enter your current password.
  3. Enter a new password (minimum 8 characters).
  4. Confirm the new password.
  5. Click Save.

You stay signed in after the change — other browser sessions you're signed in on are left alone unless your installation enforces a "sign out all sessions on password change" policy.

If you forgot your password, sign out and use Forgot password? on the login screen. See I can't log in.

Avatar

Upload a profile picture that appears next to your name across the portal.

  1. Profile → Avatar.
  2. Click Upload and pick a JPEG or PNG.
  3. Crop as needed.
  4. Save.

Removing the avatar reverts to a system-generated placeholder with your initials.

Language

Change the UI language for yourself only. Your choice doesn't affect colleagues.

  1. Profile → Language.
  2. Pick from the 14 supported languages.
  3. Save.

The portal reloads in your chosen language. See Supported languages and Language and locale.

Timezone

Your company's default timezone applies unless your installation enables per-user overrides. If it does, change your timezone here — it affects how dates and times are rendered on your screen (it does not retroactively change the timestamps in stored data).

Notifications

Three channels; toggle each independently:

  • In-app — the notification bell in the header. Always on.
  • Push — mobile push (if you also use the mobile app).
  • Email — from noreply@sm-tm.app.

Beyond the channels, you can enable or disable specific categories:

  • Task assigned to me.
  • Task due soon.
  • Task overdue.
  • Task approved / rejected (for tasks you submitted).
  • New repair request (if you're in a role that triages them).
  • New shutdown reported.
  • Weekly report summary.

See Notifications reference for what each category means and who typically receives it.

Sessions

If your installation enables session management:

  • Sessions tab lists every device / browser you're signed in on, with last-active time and approximate location.
  • Click Sign out on any session you don't recognise or no longer use.
  • Sign out of all other sessions — a single button to terminate everything except the current session.

Use this after a forgotten laptop at an airport, or before changing devices.

When you'll be logged out automatically

The platform signs you out automatically in several cases:

Trigger What happens
Web session expires after 24 hours Next click sends you to the login screen. Re-sign-in to continue.
Mobile session expires after 30 days App prompts for password on next open; biometric alone won't let you through.
You change your password Every signed-in session (web and mobile) is terminated immediately. You re-sign-in with the new password on each device.
Admin deactivates your account Every session is terminated within a minute.
Admin changes your roles Your current session continues, but permissions refresh on the next token cycle (within a minute).

Expired sessions don't destroy drafts on mobile or unsaved work in web forms — the data is there when you sign back in (assuming the form wasn't discarded by the browser refresh).

Company switcher (PegotecUser only)

If you're a PegotecUser, the header contains a company switcher dropdown that isn't available to anyone else. Pick a company; the portal reloads scoped to that company. See PegotecUser handbook.

Company settings (Admin only)

Admins see a Settings entry in the sidebar with company-wide controls that affect every user in the company.

Company information

  • Name — shown in portal header, email notifications, report headers.
  • Logo — PNG or SVG, shown in the header and printable reports.
  • Timezone — used by all report date boundaries, schedule recurrences, and notification timing.
  • Default language — for newly created users (individuals can override).
  • Address — optional, appears on printable exports.

Notification defaults

Company-wide defaults for each notification category. Users can override for themselves on their own profile.

Feature flags

Enable or disable optional features for your company. Not every installation exposes this.

Webhooks

See Companies. Outbound event subscriptions for integrations.

Audit log

Append-only record of every user management action, every create / edit / delete / assign. Visible only to Admins. See Admin handbook › The audit log.

Things to watch for

Email change is privileged

You can't change your own email. This is deliberate — a stolen account would otherwise be easy to lock the real owner out of.

Check your sessions after a shared-computer use

If you ever sign in on a public or shared machine, sign out of that session when you're done, or terminate it later from Sessions.

Language changes don't translate data

Changing your language affects the UI only. Asset names, user names, and free-text notes stay in the language they were typed.

Troubleshooting

Problem See
Password reset email never arrives Check spam; confirm your email is current — I can't log in
Language change didn't apply Try sign-out / sign-in; see Language isn't updating
Avatar upload fails Try JPEG or PNG under 5 MB
Session list empty / wrong Sessions may not be enabled on your installation; contact your Admin