# Manage Your User Profile

## Manage Tags

From MyGovTribe Profile, Users have the ability to manage Tags for Pursuits, Pipelines and Tasks.&#x20;

To manage Tags, including the ability to Edit, Delete, Create, Search & Sort:

**Step 1.** In the **Administration Menu** in the upper right corner, click **Profile.**&#x20;

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FR4h1hRg9w5Z86pLW6dGN%2F2023-11-29_08-37-47%20copy.png?alt=media&#x26;token=1e2e54ad-3745-4c5b-b031-b87ba2d5e42b" alt=""><figcaption></figcaption></figure>

**Step 2.** In the bottom row, click **Manage.**&#x20;

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2Fnonv9V9FgeIgRLUf4G5C%2F2023-11-29_08-43-37.png?alt=media&#x26;token=7e17b1d2-219f-431a-8681-6038bf12bfb2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FT8v0QwEZCxDKEvnYRFkY%2F2023-11-29_08-43-37.png?alt=media&#x26;token=e798923b-799d-48e4-9e36-7d49e27a3665" alt=""><figcaption></figcaption></figure>

**Step 3.** Click "Add new tag" to create a new Tag. Click the pencil icon to edit. Click the trash icon to delete. Click the Color selector to apply new color. Click in the keyword search box to search. Use the check boxes on the left and side to multi-select tags. You can also merge tags when they are selected.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FJptUk7B9f9wyxBFMXVk6%2FScreenshot%202025-07-01%20at%201.32.53%E2%80%AFPM.png?alt=media&#x26;token=6ce24b64-6269-4e4c-a932-28324bfce657" alt=""><figcaption></figcaption></figure>

## Manage Custom Fields

The Custom Fields functionality allows you to add custom fields to a Pursuit so that you can track data that is unique to your organization and its needs. Once that data is added, it can then be displayed in your list of Pursuits, and is also available in the .cvs export of Pursuit Data.

To manage custom fields, including creating, deleting , editing, and enabling the field to be displayed in the Pursuits list:

**Step 1.** In the **Administration Menu** in the upper right corner, click **View** **Profile.**&#x20;

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FKCpHGt27LZoDoE1r9yL3%2Fview_profile_menu.png?alt=media&#x26;token=d5336c12-3355-4618-a8e2-c17af1f58b47" alt=""><figcaption></figcaption></figure>

**Step 2.** Click the **Manage** button in the **Manage Custom Fields** section.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FhDbK2rW3PnSTf3fcsEaZ%2Fcustom_fields_1.png?alt=media&#x26;token=469fc6d3-443c-4d94-956e-56c1e5d3e2e8" alt=""><figcaption></figcaption></figure>

**Step 3.** This brings you to the **Manage Custom Tags page**. The first time you come to this page, the list will be empty, and the body will contain help text and a link to these docs.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2F2UXOHCLR1rgfJY1PKXWc%2Fcustom_fields_2.png?alt=media&#x26;token=fa3a1d6f-045e-4f26-8f3c-1eb37f06bf58" alt=""><figcaption></figcaption></figure>

**Step 4.** Click the **+New Custom Field** button to create a new field, and the **Create New Custom Field** window is displayed.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FLZ0gMtoayS5OLFmUHrwg%2FScreenshot%202025-01-03%20at%208.14.57%E2%80%AFAM.png?alt=media&#x26;token=d85d3cd8-260e-4045-834e-26e713253aec" alt=""><figcaption></figcaption></figure>

**Step 5**. Enter the data for your new field. There are four type of fields available to create:

* Text (default)
* Date
* Dollar Value
* Number

Click the **Save** button at the bottom right when all data has been entered. Your field is then displayed on the **Manage Custom Fields** page.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2Fb4T6ljAqevfBX1hLPyNB%2Fcustom_fields_5.png?alt=media&#x26;token=c663df7a-5c69-4e42-9e70-5bdb5dd2ceee" alt=""><figcaption></figcaption></figure>

Step 6. Add data in your pursuit.

Edit your pursuit, and the field is displayed in the **Custom Fields** section at the bottom of the window.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FIWzV476ykKomCadwoYAG%2FScreenshot%202024-11-21%20at%202.57.16%E2%80%AFPM.png?alt=media&#x26;token=17b48ce9-8208-4d78-9fc8-37f0ebb77ff2" alt=""><figcaption></figcaption></figure>

Enter your data, and click on the **OK** button at the bottom right to save the pursuit.

Step 7. If you selected Display in list view option for the field, it is displayed in the list.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FXipe9F8W5ZkNqsDjyPxz%2Fcustom_fields_7.png?alt=media&#x26;token=870b7814-ca3f-46b7-a34d-0c8603c6e394" alt=""><figcaption></figcaption></figure>

Continue the process to add more fields as desired.

## Add Custom Avatar (Photo)

User Profile photos are displayed in the header of all GovTribe screens when a user is currently online. If a photo is not uploaded on the user’s Profile, the user’s initials are displayed instead.

***To add a photo to your Profile:***

**Step 1.**  In the **Administration Menu** in the upper right corner, select **Profile**.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2Fp0ViD4ms2T3DuSnjaDxs%2F2023-11-29_08-37-47%20copy.png?alt=media&#x26;token=3a13d8b1-88fa-4132-920e-47bb5ab76ddf" alt=""><figcaption></figcaption></figure>

**Step 2.**  Click **Change** next to “Custom Avatar”, then path to and select the image file.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FtKIZpTcG9qPMqeunTHvL%2F2023-11-29_08-43-37.png?alt=media&#x26;token=26551790-49ed-4077-b564-7fda890e6ecc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FqRlorKWNLwUtntO9YYSE%2F2023-11-29_08-43-37.png?alt=media&#x26;token=7c56782a-f3bb-47dd-b9b8-9b042fda5d74" alt=""><figcaption></figcaption></figure>

**Step 3.**  Click **Save**.

{% hint style="info" %}
It may take several minutes for the image to appear properly.
{% endhint %}

## Enable/Disable Two-Factor Authentication

Two-Factor Authentication (TFA) protects your account by requiring two methods of authentication.&#x20;

{% hint style="info" %}
By default, Two-Factor Authentication is off for each account.
{% endhint %}

***To enable Two-Factor Authentication:***

**Step 1.**  In the **Administration Menu** in the upper right corner, select **View** **Profile**.

**Step 2.**  Click **Enable** next to Two-Factor Authentication.

{% hint style="info" %}
This button toggles Enable/Disable.
{% endhint %}

The system will display a QR code:

![](https://lh5.googleusercontent.com/0I_czhUx8yJPF_rQQ8hreSoY6B2C1ghgRGNNhvPuK6xFPs2aihjKcORBYhH0onYy4QdKgsr54cN5iJ9Z5MMlA-ylSQBE99Jz0jiJFy4cf-nU6W6pCMskgHIOc9ih5VkzV_SSvdi_)

**Step 3.**  Using your smartphone or other device, snap a picture of the QR code, then use any authenticator application to complete the process.&#x20;

{% hint style="success" %}
A quick search on Google or your device’s app store will point you to popular authenticators.
{% endhint %}

**Step 4.**  Enter the six-digit code from the authenticator app on the Profile screen, then click **Confirm**.

***To disable Two-Factor Authentication:***

**Step 1.**  In the **Administration Menu** in the upper right corner, select **Profile**.

**Step 2.**  Click **Disable** next to Two-Factor Authentication.

## Edit Notification Settings

GovTribe sends email notifications for various actions and events to help keep you up to date with tasks and progress on your Pipelines.

***To change your Notification Settings:***

**Step 1.**  In the **Administration Menu** in the upper right corner, select **View** **Profile**.

**Step 2.**  Under Notifications you will see toggles to for "Recommended Oppurtunites" and "Trending Federal Opportunities". By default, Notifications are ON, but you can toggle them OFF and ON using the toggle buttons, then click **OK**.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FusGyhH1eOD0ayKPtYxgS%2F2023-11-29_08-43-37.png?alt=media&#x26;token=1e622ffe-abda-4731-9657-c9e78bf38537" alt=""><figcaption></figcaption></figure>

**Step 4.**  To edit your pipeline notifications, select the change button. Afterwards use the toggle buttons to enable, or disable, notifications for that specific pipeline.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FvI8gTcTecjHqMmchMqdK%2F2023-11-29_08-43-37.png?alt=media&#x26;token=3e95f9f2-2c63-44b5-9ce7-a779a25926d1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2Fua9YqsIZ9qDHYRMsehdH%2F2023-11-30_14-29-10.png?alt=media&#x26;token=a30de92e-5bf3-44b6-9051-bdf5f20f7207" alt=""><figcaption></figcaption></figure>

## Update Name, Email, or Password

Your Name is displayed throughout the system, and the email on your Profile is your login name as well as where system Notifications are sent.

***To change your Name and/or Email Address:***

**Step 1.**  In the **Administration Menu** in the upper right corner, select **View** **Profile**.

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2FzAPT39O5AvbLSlne0dMT%2F2023-11-29_08-37-47%20copy.png?alt=media&#x26;token=bb34250e-3efe-4faf-855c-aae91931aa0a" alt=""><figcaption></figcaption></figure>

**Step 2.**  Edit the **Name, Email, or Password** Fields

<figure><img src="https://3812838900-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSLrBicFcHXK4b-nOy-887967055%2Fuploads%2Frrcbc21dUXxtIznLHFS3%2F2023-11-29_08-43-37.png?alt=media&#x26;token=cb65a29d-e956-4f0c-ab3b-15be758a7fda" alt=""><figcaption></figcaption></figure>

**Step 3.  Confirm** the **New** field.

**Step 4.**  Click **Save** at the bottom of the *Profile* screen.
