1. Customer Help Centre
  2. Support Coordinator & Carer Guides

How do I update my contact details?

If you have access to Planability as a Support Coordinator or a Carer you can update your own User Profile and contact details as well as your 2FA preference

Table of Contents:
Update via your web-browser: On a PC / Laptop
Update via your web-browser on your phone / mobile device
Update via the Planability App on your phone / mobile device

To update your details please follow the steps below:

Login to Planability via your web browser or Planability App.

Update via your web-browser: On a PC / Laptop

  • Click on your name in the top right of the screen to expand the menu options
  • Select Profile

If you are a Support Coordinator, you can select the Support Types you provide, which Agencies can search for.

Update via your web-browser on your phone / mobile device:

Click on the Shield icon at the top right of your screen. From here you can select Profile and you can update your contact details.

You can also update your security setting - setting your preference for either email or SMS authentication.

Update via the Planability App on your phone / mobile device:

Click on the Shield at the top right of your screen to select from your profile settings.
From here you can view your Profile, Change your Password or your PIN and select which notifications you want to receive from the app.

View your profile, expand each section by clicking on the down arrow.

 

Next Article: View your Participant Summary Report