My Account

My Account allows you to customize your user account, preferences, and email settings. To access My Account, click the drop-down  next to your name in the right corner then click on My Account.

• To edit your First Name or Last Name, click in the field and enter your information. Click Save changes at the bottom of the page. 
• Click on Change Login ID to change the email address you use to login. In the new window, enter your new email and click Submit.
  Note: An email with a link to confirm the change will be sent to the current email address. The link is valid for 48 hours.  
• To change your password, click Change Password. In the new window, enter your Old Password. Then enter New Password and Re-type New Password. Click Save.
  Note: Your password must be between 8 and 20 characters and have at least one uppercase character, one lowercase character, one number, and one special character (e.g. !@#$%^&*).
• To change your office location, click on the drop-down next to Office (my Location). Choose the location and click Save changes at the bottom of the page.

• In the Preferences section, click on the PDF Viewing drop-down, then choose how you would like to view PDF files.  After you've made your changes, click Save changes at the bottom of the page.
• You are also able to upload Files to My Library from My Account. Please see Manage My Library article for instructions.

Email settings determine how often you receive email notifications for projects that are assigned to you in Submittal Exchange.

• To change the notification email frequency for all projects, select the frequency for notifications by clicking on the radio button next to your prefered frequency.  Click Save changes.
• To change the notification email for individual projects, click Change Settings for Individual Projects.
• In the Reminders section, check or uncheck the box for the days of the week for reminder emails from Submittal Exchange. These reminders are sent once a day on the day you select.