How to Manage Your User Profile
How to upload a custom avatar, manage tags and custom fields, change notification settings, adjust name, and change password
Last updated
User Guide
How to upload a custom avatar, manage tags and custom fields, change notification settings, adjust name, and change password
Last updated
From MyGovTribe Profile, Users have the ability to manage Tags for Pursuits, Pipelines and Tasks.
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.
Step 2. In the bottom row, click Manage.
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.
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.
Step 2. Click the Manage button in the Manage Custom Fields section.
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.
Step 4. Click the +New Custom Field button to create a new field, and the Create New Custom Field window is displayed.
Step 5. Enter the data for your new field. There are four type of fields available to create:
Text (default)
Date
Dollar Value
Number
As an example, let's create a date field called QA Date.
To have this field displayed in your list of Pursuits, select the Display in list view toggle.
Note that a preview of how your field will be displayed in the Pursuit is displayed at the bottom.
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.
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.
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.
Continue the process to add more fields as desired.
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.
Step 2. Click Change next to “Custom Avatar”, then path to and select the image file.
Step 3. Click Save.
It may take several minutes for the image to appear properly.
Two-Factor Authentication (TFA) protects your account by requiring two methods of authentication.
By default, Two-Factor Authentication is off for each account.
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.
This button toggles Enable/Disable.
The system will display a QR code:
Step 3. Using your smartphone or other device, snap a picture of the QR code, then use any authenticator application to complete the process.
A quick search on Google or your device’s app store will point you to popular authenticators.
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.
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.
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.
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.
Step 2. Edit the Name, Email, or Password Fields
Step 3. Confirm the New field.
Step 4. Click Save at the bottom of the Profile screen.
