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My user profile

The user profile gathers everything that is personal to you: your identity, your working calendar, your alert preferences and your security settings.

Avatar icon (top right) → Profile, or directly /account/settings.

The screen is organized into tabs. Each tab opens with a sentence reminding you what it is for, before the fields themselves. A single Save button, top right, saves all tabs at once.

The tabs​

General tab of the user profile

TabWhat you set there
GeneralIdentity, contact details, avatar, landing page, date and number formats, language, default workspace
CalendarYour working calendar: percentage worked per day of the week and exceptions (leave, absences, part time)
Resource managerThe people allowed to view your schedule and approve your timesheets
NotificationsChannel (bell and/or email) for each event type — see Notifications
Calendar syncPublish your FoxPlan items into your company calendar — see Sync with my calendar
Multi-factor authenticationReset your MFA
AssignmentsRead-only summary of your rights on projects, portfolios and workspaces
MCP serverConnect an MCP-compatible assistant to your FoxPlan account
AI assistantThe personal context passed to the assistant — see My instructions to the AI assistant
ReportsReceive by email a status of your overdue tasks and cards, your deadlines and your timesheet — see Scheduled reports
Keyboard shortcutsThe key for each action and each screen — see Keyboard shortcuts

Some tabs only appear when they concern you: Assignments only if you hold at least one right, Multi-factor authentication only if MFA is enabled and applicable to your account.

Keyboard shortcuts​

The Keyboard shortcuts tab lists every command that can be given a key:

  • Actions: new item on the screen (C), task (T), milestone (M, or J in French), project, card, time entry, absence, timer. The ⌘K palette is listed for reference: that shortcut is fixed;
  • Open a screen: every menu screen you can see, with no default key.

To change a key, click it and press the new one: a letter or digit, with ⌥ (Alt) or ⇧ (Shift) if needed. Backspace removes the shortcut, Esc cancels. The cross also removes the shortcut, the arrow restores the default key, and Restore all goes back to the original settings. The search field filters the list.

  • A key already used by another command is refused: the message names the command using it.
  • ⌘ and Ctrl are refused: those combinations belong to the browser and the system (copy, new tab…).
  • Each change is saved immediately, without the Save button, and follows your account from one browser to another. Add buttons and menus show the chosen key.

See also Create and find quickly.

Working calendar​

It is your capacity, and it is the basis on which your workload is planned:

  • Standard working days — a percentage per day of the week (0% at weekends by default)
  • Exceptions — leave, absence or part-time dates, with reason, percentage and comment
  • Global calendar — the workspace calendar you inherit from (public holidays, shutdowns)

Each exception you add or change must be confirmed (green check mark) or cancelled before saving the profile: while a row is being edited, Save shows a message and sends nothing. Leaving the profile with unsaved changes asks a question (see Unsaved changes).

Multi-factor authentication​

Multi-factor authentication (MFA) adds a one-time code on top of your password.

This tab holds the Reset multi-factor authentication action: use it if you lost access to your authenticator app or changed phone. After resetting, save the profile then sign in again to re-enrol your app.

info

The tab is only visible if multi-factor authentication is active for your account. MFA is configured at company level (Settings → FoxPlan account → Multi-factor authentication), with a scope that can target every user, a specific list, or everyone except a list. If you fall outside that scope, the tab is not shown: there is nothing to reset.

Another resource's profile​

The same profile opens in a window when you click a resource's avatar (project, workspace or portfolio members, workload, leave, planning…). Its title shows who it is: Profile: name, followed by — generic resource for a resource without an email address. A generic resource (contractor, pool, machine) does not sign in and does not use a license.

Troubleshooting an account​

An enterprise administrator or a workspace administrator finds three actions at the top of the profile, to the right of its title, to help a locked-out user without leaving the screen:

ActionEffect
Resend passwordSends a password reset link to the user's email address
Activate userActivates the account, unlocks it and resets the failed attempts counter. The button only appears if the account is not activated
Set a temporary passwordApplies the password you enter immediately (at least 10 characters, with an uppercase letter, a lowercase letter, a digit and a special character). Pass it on to the user: they can change it from their profile

Each action asks for confirmation. They are the same as the bulk actions in the Users and licenses tab of the FoxPlan account.

When the buttons do not appear

They are hidden on your own profile, for a generic resource and for an API account, which do not sign in with a password. The server checks your rights again on every action: you must be an enterprise administrator, or an administrator of all the user's workspaces. If your company signs in through SSO, the FoxPlan password only matters for accounts that do not use it.

See also​