👤 Managing Your Profile

👤 Managing Your Profile

Your profile contains your personal account information. All users — regardless of role — can view and update their own profile at any time.

✏ī¸ How to Access Your Profile

  1. Click Settings in the left sidebar
  2. Select Profile

📋 What You Can Update

  • First Name and Last Name
  • Job Title / Designation
  • Contact Phone Number

After making changes, click Save to apply them.

🔒 Changing Your Password

  1. Go to Settings > Profile
  2. Find the Change Password section
  3. Enter your current password, then your new password
  4. Confirm the new password and click Update Password

Use a strong password — at least 8 characters with a mix of letters, numbers, and symbols.

đŸĒĒ What You Cannot Change

  • Email address â€” Your email is your login identifier. Contact your Administrator if it needs to be changed.
  • Your role â€” Roles can only be changed by an Owner or Administrator from Settings > Users.
  • Your company â€” Users are linked to one company and cannot switch companies themselves.

ℹī¸ Viewing Your Role

Your current role is displayed on your profile page. If you believe your role is incorrect, contact your Owner or Administrator.

💡 Tip: Keep your profile up to date — your name and contact details may appear on communications sent from the portal.

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