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Your Profile

The Profile page lets you update your contact information. Keeping your details current helps us reach you quickly when we need to and ensures your records stay accurate.

To get there, click the gear icon in the top-right corner of the portal and select Profile.

What You Can Edit

Field Details
First Name Required
Last Name Required
Email Address Required. This is your login email and where you'll receive notifications.
Mobile Phone Optional. Useful if our team needs to reach you by text or call.
Department Optional. Helps us understand your role in the practice.
Job Title Optional.
Date of Birth Optional. Used for identity verification if needed.

Office Phone is shown for reference but can't be changed from the portal. If the office phone number needs updating, contact your DTC account manager.

Saving Changes

After making edits, click Save Changes at the bottom of the form. Your updates are saved immediately and reflected in both the portal and DTC's records.

Changing Your Password

You can change your password right from the Profile page.

  1. Scroll to the Password & Security section.
  2. Click Change Password.
  3. A small window will pop up asking you to sign in again. This is a quick re-verification to make sure it's really you.
  4. After re-verifying, you'll see fields for your New Password and Confirm Password. Type your new password (you'll see a notice if it doesn't meet the minimum length).
  5. Click Save Password.

You'll see a green confirmation when the change is saved. The next time you sign in, use your new password.

If you're locked out and can't sign in at all, use the Forgot your password? link on the login page instead. You'll get an email with a link to reset your password without needing to know the old one.

Multi-Factor Authentication (MFA)

For an extra layer of account security, you can set up an authenticator app (like Microsoft Authenticator, Google Authenticator, or 1Password) on your phone.

  1. In the Password & Security section of your Profile, find Multi-Factor Authentication.
  2. Click Set Up Authenticator. A small window will open with the setup instructions.
  3. Scan the QR code with your authenticator app and enter the verification code to confirm.
  4. Once configured, you'll see an Enabled badge and you'll be prompted for a code from your authenticator app each time you sign in.

To remove an authenticator (for example, if you're switching phones), click Remove Authenticator in the same section and confirm.

Active Sessions

You can see and manage every device and browser where you're currently signed in. This is useful if you ever sign in from a shared computer and want to make sure you're signed out, or if you suspect someone else is using your account.

  1. In the Password & Security section of your Profile, find Sessions.
  2. Click Manage Sessions. A small window will open showing your active logins.
  3. From there you can sign out individual sessions or all sessions other than the one you're currently using.

Theme Preferences

You can switch between Light, Dark, and System (matches your device's setting) themes. Click the gear icon in the top-right corner and use the theme toggle buttons at the bottom of the dropdown menu. Your preference is saved in your browser and remembered the next time you visit.

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