How to Access Account Settings
Click your Account Icon in the top-right corner.
Select Edit My Account.
Click the Account Settings tab.
Personal Account Information
At the top of the page, you can review and update:
Name: Your name as it appears on your account.
Email: The email address associated with your login.
Change Password: Click to update your account password.
User Type: Displays your assigned account role, such as Administrator or Standard User.
Notification Preferences
Choose which notifications you would like to receive by turning the applicable toggles ON (green) or OFF (grey).
Notification | Description |
Billing Notifications | Receive subscription and billing-related notifications. |
Immediate Notifications | Receive notifications when applicable account activities occur. |
Daily Notifications | Receive daily notification updates. |
Weekly Notifications | Receive weekly notification updates. |
Note: Primary Administrators receive all system notifications.
Contractor Management
May Approve Contractors
This setting controls whether your user account has permission to approve contractors when using ContractorXchange's hiring-client functionality.
ON (green): Enables contractor approval permissions.
OFF (grey): Contractor approval permissions are disabled.
This setting is relevant to users who manage contractors on behalf of a hiring organization.
Account Preferences
Account Preferences determine which ContractorXchange features are available to your account:
Manage Contractors:
Enable this option if your organization uses ContractorXchange to manage and prequalify contractors. When enabled, the hiring-client management functionality is available, subject to your account permissions.
Provide Data for Hiring Clients
Enable this option if your company provides prequalification information to hiring organizations.
When enabled, you can access the Hiring Clients section to:
Connect with hiring organizations.
View assigned profiles and approval statuses.
Review hiring-client requirements.
Manage your contractor prequalification information.
Important: If you are a contractor using ContractorXchange to qualify for work with hiring organizations, ensure Provide Data for Hiring Clients is ON (green).
Save Your Changes
After updating your settings, click Save at the bottom of the page.
Your updated preferences will be applied to your account.