Your personal account settings follow you as a user. Organization settings determine how a particular organization’s members work. Changing one does not necessarily change the other.

Before you begin

Use your own account for preference viewing and a designated practice account for recovery demonstrations. Have a prepared notification and a fictional problem to describe. Do not send a support message as part of this exercise.

Review your preferences

  1. Open your profile and preferences from the account menu.
  2. Review your name, email address, and personal display choices.
  3. Change one harmless preference, save, and confirm its effect. Restore it if it was only for practice.
  4. Review connected sign-in methods and active sessions without removing the method you need to continue.

Sensitive account changes may ask you to confirm your identity again. If the confirmation is more than 15 minutes old, FTE Tree asks for a new one. Read the message rather than assuming you were signed out unexpectedly.

Understand verification and recovery

Review the multi-factor authentication guidance with your instructor. An authenticator generates the extra sign-in code; an unused recovery code can help when the authenticator is unavailable. Store recovery codes privately, never in a request, shared note, or support message.

On the designated practice account, walk through the recovery choices shown on the sign-in page. If neither the authenticator nor an unused recovery code is available, contact Support using the account’s email address. Company sign-in recovery and FTE Tree’s own verification can require different help.

Use the session controls when you need to sign out other devices. Review the confirmation before completing that action; it affects where the account remains signed in.

Read and organize notifications

  1. Open Notifications from the header bell.
  2. Find the prepared notice, read its date and subject, and open its linked work if your access allows it.
  3. Mark it read, then review the available archive and restore actions.
  4. Check your email preferences and the organization’s email policy with your instructor.

Read and unread describe whether you have viewed a notice. Archiving organizes your inbox; it does not cancel the request it describes. Only you can open your notification inbox for that organization.

Diagnose a simple problem

If a page or action is missing, check the organization, date, filters, and access first. For sign-in problems, check the account email and sign-in method. For a browser problem, follow browser requirements and note the browser and device you used.

Draft a support request with this structure:

  • Trying to do: Review staffing for the coordinator position.
  • Where and when: position number, selected date, and approximate time the problem occurred.
  • Expected: One full-time assignment.
  • Observed: The position appears vacant.
  • Already checked: Correct organization, date, assignment start date, and filters.

Include the exact message shown, if any. Keep passwords, verification codes, private pay, and unnecessary personal details out of the draft.

Check your understanding

Explain who can change a personal preference, who manages organization access, and what information would help Support investigate without exposing private information.