Documentation

Profile

Your Profile page is where you manage the information SecurityTrax uses to identify you and contact you. Every field here affects only your own account — there's no collaboration or approval flow on Profile changes.

The page heading is "Profile" with the subheading "Update your account information."

Getting here

  • Click your avatar in the top-right corner, then choose My Account. You land on this page by default (because /settings redirects to /settings/profile).
  • From any other Settings page, click Profile in the left-side Settings sub-nav.
  • Or navigate directly to https://portal.securitytrax.com/acme/settings/profile.

The Settings sub-nav

Every Settings page shares a left-side sub-nav with up to six items:

Item Opens
Profile This page
Preferences Personal behavior and display settings
Password Password
Connected Accounts Connected Accounts
Sales Rep Settings Sales Rep Settings, if available to your account
Login Activity Login Activity

Above the sidebar, a heading reads "My Account" with the subheading "Manage your profile and account settings."

Profile picture

At the top of the form sits your profile picture (or a default person icon if you haven't uploaded one). A small camera icon in the bottom-right of the avatar lets you upload a new picture.

Uploading:

  1. Click the camera icon. A file picker opens.
  2. Choose an image file (JPG, PNG, or other common image formats).
  3. SecurityTrax validates and saves the file automatically — no separate "upload" button.
  4. The avatar refreshes to show the new picture.

If something goes wrong you'll see a warning toast with one of:

  • "Invalid or corrupt image received. Please try again."
  • "Unable to read uploaded image. Please try again."
  • "Unable to upload image file. Please contact support."
  • "Non-image File Uploaded."
  • "No File Type."
  • "No File Uploaded."

Any non-image file is rejected before it reaches the server.

Removing: Once an image is uploaded, a red Remove Photo link appears below the avatar. Clicking it opens a modal with the heading "Are you sure?" and the body "Please confirm that you want to delete your profile photo." Click Delete (red) to remove, or Cancel to back out.

Note. If your account has the View User Account Information restriction applied by an admin, the profile picture area is hidden entirely. You can still fill in the rest of the form.

Form fields

The form is laid out in a responsive grid, roughly by theme. Personal behavior and display settings now live on the Preferences settings page.

Name

Field Required? Type Validation Notes
First Name Yes Text 1–255 characters Autofocused when the page loads.
Last Name Yes Text 1–255 characters

Identity

Field Required? Type Validation Notes
Email Yes Email Valid email, lowercase, 1–255 chars, must be unique across your company's users Used for password-reset emails, notifications, and (in some companies) SSO matching. If you try to save an email already in use, you'll get: "The provided email address is already in use."
Username Yes Text 3–50 characters, must be unique across your company Your login identifier. "The provided username is already in use." if you pick one taken.

Address

Field Required? Type Validation Notes
Address No Text Up to 255 characters Free-form. Most companies don't use this heavily.

Phones (each with a "Private" toggle)

Each phone field pairs with a Private checkbox that hides the number from your teammates (they still see that you have one, just not the digits).

Field Required? Type Validation Notes
Home Phone + Private No Number 10+ digits
Cell Phone + Private + Mobile Carrier No Number + select 10+ digits If SecurityTrax is sending you SMS notifications (appointment reminders, etc.), your carrier drives which email-to-SMS gateway is used. Pick from the active mobile-carrier catalog.
Work Phone + Private No Number 10+ digits
Fax No Number 10+ digits

Timezone, language, and routing

Field Required? Type Validation Notes
Timezone No Select From the IANA timezone list Drives how dates and times render for you everywhere in SecurityTrax. Leaving it blank falls back to your company's default.
Locale No Select From your company's supported languages Drives the UI language.
Marketing Group No Select From your company's active marketing groups Only relevant for some lead-routing configurations. Leave blank if you're not sure.

Saving

Click Save at the bottom of the form. SecurityTrax validates every field, commits, and shows a success toast: "Your changes have been saved."

Inline errors appear under each field if validation fails. Common ones:

  • Empty required field (First Name, Last Name, Email, Username).
  • Invalid email format.
  • Username under 3 characters or over 50.
  • Phone under 10 digits.
  • Email or username collision.

Deleting your account

There's no self-service delete. If you need your account removed, ask your administrator — they can delete your user from Admin → Users.

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