Your profile settings
Access your profile settings by clicking your name or profile icon in the navigation, then selecting Settings or Account.Personal information
You can update the following information:| Field | Description | You can change? |
|---|---|---|
| First name | Your first name displayed in Forerunner | Yes |
| Last name | Your last name displayed in Forerunner | Yes |
| Email address | Your sign-in email and notification address | Limited |
| Phone number | Used for MFA verification if enabled | Yes |
Email address changes may require verification or CSM assistance depending on your account configuration and whether SSO is enabled.
Updating your profile
Password management
If your account uses password authentication (not SSO), you can change your password:Changing your password
Create new password
Enter a new password that meets security requirements:
- Minimum length (typically 8+ characters)
- Mix of uppercase and lowercase letters
- At least one number
- At least one special character
Password requirements
Your organization may enforce specific password policies:- Minimum length - Passwords must be at least a certain number of characters
- Complexity - Requirements for uppercase, numbers, and special characters
- Expiration - Passwords may need to be changed periodically
- History - Previous passwords may not be reused
Password policies are configured at the account level. Contact your CSM if you have questions about your organization’s requirements.
Phone number for MFA
If your account uses multi-factor authentication, your phone number is required for receiving verification codes:Updating your phone number
Authentication method
Your sign-in method is determined by account configuration:Password authentication
Standard email and password sign-in:- You manage your own password
- Password reset available via email
- MFA may be required additionally
Single sign-on (SSO)
Sign in through your organization’s identity provider:- Password managed by your organization
- Forerunner password settings don’t apply
- Sign-in redirects to your organization’s portal
You cannot switch between authentication methods yourself. SSO is configured by your Customer Success Manager based on your organization’s requirements.
Settings you manage vs. CSM-managed settings
Settings you can manage
| Setting | Location | Notes |
|---|---|---|
| First name | Profile | Update anytime |
| Last name | Profile | Update anytime |
| Phone number | Profile | Required if MFA enabled |
| Password | Security | If using password auth |
| Profile photo | Profile | If enabled for account |
Settings requiring CSM assistance
| Setting | Why CSM-managed | How to request changes |
|---|---|---|
| Email address | Affects authentication and uniqueness | Contact your CSM |
| User role | Requires administrative access | Contact your Manager |
| SSO configuration | Account-level setting | Contact your CSM |
| MFA requirements | Account-level security policy | Contact your CSM |
| Session timeout | Account-level security policy | Contact your CSM |
| Password policies | Account-level security policy | Contact your CSM |
| User groups | Affects permissions and access | Contact your CSM |
Account security settings
These security settings are configured at the account level by your CSM:Session timeout
How long you can remain inactive before being signed out:- Typical settings range from 30 minutes to 8 hours
- More sensitive accounts may have shorter timeouts
- Activity resets the timeout counter
Failed login protection
Protection against unauthorized access attempts:- Maximum failed attempts before lockout (typically 10)
- Lockout duration
- Account recovery options
Password expiration
If enabled, passwords must be changed periodically:- You’ll receive notification when expiration approaches
- Cannot sign in with expired password
- Must create new password meeting requirements
Notification preferences
Depending on your account configuration, you may be able to manage notification preferences:Email notifications
Types of notifications you might receive:- Record assignments and updates
- Workflow step assignments
- Task reminders
- System announcements
Managing preferences
If notification settings are available:Notification options vary by account. If you don’t see notification settings, contact your CSM to discuss what options are available.
Account-level settings
These settings affect all users in your account and are managed by your CSM:Security configuration
| Setting | Description |
|---|---|
| Session timeout | Minutes of inactivity before automatic sign-out |
| Password expiration | Days until password must be changed |
| Max failed logins | Attempts before account lockout |
| Minimum password length | Character requirement for passwords |
| MFA enabled | Whether multi-factor authentication is active |
Requesting changes
To request changes to account-level settings:- Discuss the need with your Manager
- Manager contacts your Customer Success Manager
- CSM evaluates the request and security implications
- Changes are implemented if appropriate
Deactivating your account
If you need to deactivate your own account (for example, when leaving an organization):- Contact your Manager to request deactivation
- Manager deactivates your account through team settings
- Your sign-in access is immediately revoked
- Your historical data and activity remain in the system
Troubleshooting
Can't change email address
Can't change email address
Email changes often require CSM assistance due to:
- SSO configuration tied to email domain
- Uniqueness requirements
- Authentication dependencies
Password change not working
Password change not working
Common issues:
- Current password entered incorrectly
- New password doesn’t meet requirements
- Account uses SSO (password managed elsewhere)
Settings options missing
Settings options missing
Some settings may not appear if:
- Feature is not enabled for your account
- Your role doesn’t permit access
- Setting is managed at account level
Phone number verification failing
Phone number verification failing
If you can’t verify your new phone number:
- Ensure the number can receive SMS
- Check for typos in the number
- Wait and request a new code
- Contact your Manager if problems persist
Need to change authentication method
Need to change authentication method
Switching between password and SSO requires CSM configuration. Contact your Customer Success Manager to discuss authentication options for your account.
Best practices
Keep information current
- Update your phone number immediately when it changes
- Ensure your name displays correctly
- Report any incorrect information to your Manager
Maintain security
- Change your password periodically even if not required
- Use a unique password not used for other accounts
- Sign out on shared or public computers
- Report any suspicious account activity
Work with your team
- Notify your Manager before extended absences
- Update your profile when responsibilities change
- Request role changes through proper channels
Related topics
- User roles - Understand permission levels
- Authentication - Sign in, SSO, and MFA
- Data security - How Forerunner protects your information