Step 2: Set Up Your Account Details
When you log in the first time, you should take some time to make sure your Account Details are set up appropriately. This is where you can change your avatar image, manage your email addresses, link to a Google Account (for easy login), and set security features.
Regardless of whether you need to make any changes, it is a good idea to review your account details right away to make sure everything is set up correctly.
Here's how to do it.
Getting To Your Profile Page
When you are inside the Plainly Legal™ app, click on the avatar bubble in the upper right corner of your screen:
From the dropdown menu that appears, select the "Manage account" option:
Clicking that link will take you to your account details, and you'll land on your Profile page. It will look like this:
The Profile Section
At the top of this page, you'll find your basic profile information, including your profile image, name, and linked email addresses.
You should review this information carefully to ensure it is set up correctly.
To change your profile image or name, mouse over your current avatar or name. When you do so, the row will highlight, letting you know you can click to make changes:
Clicking in that section will take you to the Update Profile page, where you can upload a profile image or change your name.
Just below that section, you'll find the section where you can manage your email addresses, phone numbers, and connected Google Accounts:
In this section, you can add a secondary email address and/or connect a Google Account to your Plainly Legal™ account. This will create additional ways for you to access Plainly Legal™ in the future.
To add an email address or connect to a Google Account, click the "+ Add an email address" link or "+ Connect account" link.
The Security Section
Your security details are at the bottom of your Profile Page. Here, you can manage your password, set up two-step verification, and monitor the devices actively using your account.
Considering that you will likely be providing sensitive information to and storing sensitive documents in Plainly Legal™, we strongly recommend setting up two-step verification. This will require you to enter a code sent via either SMS or an Authenticator App to complete your logins.
Using two-factor authentication ("2FA") is an industry best practice for securing online accounts.
If you opt to set up 2FA, click the "+ Add two-step verification" link and follow the prompts.