My Account

The My Account page lets you manage your personal profile, customize your appearance, configure notification preferences, and manage your organization memberships.

Accessing My Account

Open My Account from:

• The profile icon in the header (desktop)
• The sidebar menu (mobile)

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Profile Management

Personal Information

Edit your basic profile details:

Field	Description
First Name	Your first name
Last Name	Your last name
Phone	Contact phone number
Email	Your email address (read-only — displayed with a copy button)

1. Click edit

   Click the edit icon next to your profile information.

2. Update your details

   Modify your first name, last name, or phone number.

3. Save changes

   Click Save to apply your updates, or Cancel to discard.

Avatar Customization

Personalize your profile with a custom avatar color:

• Choose from 8 preset gradient color pairs
• Your avatar displays your initials with the selected gradient background
• The avatar appears throughout the platform (sidebar, comments, activity feeds)

Tip

Choose a distinctive color to make it easy for colleagues to identify your contributions in activity feeds and comments.

Account Information

Your account page also displays:

• Email address — With a copy-to-clipboard button
• Organization role — Your current role (Admin or Member) shown as a badge
• User ID — Your unique identifier in the system

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Organization Management

Viewing Your Organizations

The Organizations section lists all organizations you belong to, highlighting your current active organization.

Switching Organizations

If you belong to multiple organizations, you can switch between them:

1. Find the organization

   Locate the organization you want to switch to in the list.

2. Click “Switch”

   A confirmation dialog will appear.

3. Confirm the switch

   The page will reload with the new organization’s context.

Note

Switching organizations changes all your visible plans, committees, and data to those belonging to the selected organization.

Leaving an Organization

You can leave an organization you no longer need to be part of:

1. Find the organization in the list
2. Click the Leave button
3. Confirm your departure

Caution

If you are the sole administrator of an organization, you cannot leave it. You must first assign another member as admin before leaving.

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Language Preferences

Toggle your interface language between English and French:

• Click the language toggle to switch
• The change takes effect immediately — the entire interface updates without requiring a page reload
• Your preference is saved to your account and persists across sessions

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Email Notifications

Configure how and when you receive email notifications from Pilotus.

Daily Digest

A summary of daily activity across your plans and committees.

Settings:

• Enable/Disable — Toggle the daily digest on or off
• Delivery Hour — Choose what hour to receive it (0–23)
• Days of the Week — Select which days to receive the digest (e.g., weekdays only)

At least one day must be selected when the digest is enabled.

Weekly Brief

A weekly overview of key activity and progress.

Settings:

• Enable/Disable — Toggle the weekly brief on or off
• Delivery Hour — Choose what hour to receive it (0–23)
• Day of the Week — Select which day to receive the brief (Monday through Sunday)

Tip

Notification preferences are saved automatically when you make changes — no need to click a save button.

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Logging Out

To sign out of Pilotus:

1. Open My Account
2. Click the Logout button
3. Confirm when prompted

You will be returned to the login screen. Your session will be fully cleared.

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Next Steps

• Organization — Manage your organization’s settings and members
• Getting Started — Platform overview and first steps