Getting started

Update your profile and theme

Open your profile from the user menu, edit your name, title, email, and phone inline, switch between Light, Dark, and System theme, and sign out.

Before you start

  • Incenti sign-in doesn't use a password — there's nothing to change here. See Sign in to Incenti for how signing in works.
  • You can always edit your own profile. Changing someone else's requires the Admin account role — see Invite and manage users.

Open your profile

The user menu open at the bottom of the sidebar, showing Profile, Account, and Theme with Light/Dark/System icons, and Logout below a divider.

  1. Select your name or the three-dot button at the bottom of the sidebar. Either one opens the user menu.
  2. Choose Profile. Your profile page opens.

Edit your details

The profile page with an avatar, name, Active and Admin badges, inline-editable Name, Title, Email, and Phone fields, the Organization, and the Products list, with summary cards for opportunities, tasks, and submissions on the right.

  1. On your profile page, find the field you want to change: Name, Title, Email, or Phone.
  2. Select the pencil icon next to that field.
  3. Type the new value. For Name and Phone, select Save (or press Enter); Cancel or Escape discards the change. Title and Email save on their own when you press Enter or click outside the field, and Escape cancels.
  4. To change your profile picture, select the camera icon on your avatar and choose an image file (under 5 MB).

Email is your sign-in address. Changing it here changes where your sign-in links are sent, and the old address stops working immediately. Only change it to an inbox you can open.

Your Products list is shown on the same card. Only an Admin can change it (the pencil next to Products appears for Admins), so a Member who needs a different product asks an Admin. See Invite and manage users. Your Account Role badge appears beside your status badge, but only for account admins — a member does not see a role badge on their own profile or anyone else's.

The cards and tabs on the right

Three cards summarize what is attached to you: Opportunities (active opportunities), Tasks, and Submissions (completed form submissions). Below them are tabs for Opportunities and Tasks, plus an Addresses tab that appears only if you already have an address on record. There is no way to add an address to a user from this page; account addresses are managed separately on the account page. See Manage your account's addresses.

Change the theme

  1. Open the user menu at the bottom of the sidebar.
  2. Next to Theme, select Light, Dark, or System.

The change applies immediately — no save step.

Sign out

  1. Open the user menu at the bottom of the sidebar.
  2. Select Logout.

You're signed out and returned to the sign-in page.

What happens next

  • Your theme choice is saved to your user, so it follows you the next time you sign in on this or any other device or browser — you don't need to set it again.
  • Changes to your name, title, email, phone, or profile picture are visible to teammates immediately, including on the Users tab of your account page.
  • Changing Email also changes the address you sign in with. Your next sign-in link goes to the new address, and links already sent to the old one stop working.

Common questions

Q: How do I change my password? A: There's no password to change. Incenti sign-in uses an emailed sign-in link, or your Google or Microsoft account. See Sign in to Incenti.

Q: Can I change my email address? A: Yes — edit Email on your profile. It is one address for everything: what teammates see, where your notifications go, and the address you sign in with. As soon as you save it, request your next sign-in link at the new address; the old one no longer works.

Q: I changed my email and now I can't sign in. A: Request a sign-in link using the new address. If you mistyped it and can't open that inbox, an Admin on your account can correct the address on your profile for you.

Q: What is the Addresses tab on my profile, and how do I add one? A: It lists addresses already recorded against your user and only appears when you have at least one. There is no way to add or edit one from your profile. Your organization's addresses live on the account page — see Manage your account's addresses.

Q: Why don't I see a role badge on my profile? A: The Account Role badge is only shown to account admins. As a member you can still ask an admin which role you have.

Q: Dark mode keeps switching back / the theme is different on my laptop. A: Check that Theme on the user menu is set to Light or Dark rather than System — System follows your device's setting, which can differ between devices. Once you pick Light or Dark explicitly, that choice is saved to your user and should follow you everywhere you sign in.

Q: I don't see a way to change my Account Role or which products I can access. A: Only an Admin on your account can change those. Ask an Admin to update them. See Roles and permissions and Invite and manage users.

Edit on GitHub

Last updated on