Your profile
Your profile holds your name, display name, email address and phone number. Other people in your organisation see your display name.
To open it, choose Main menu, then Your Profile.
See your profile
The page shows your First name, Last name, Display name, Email address and Phone. If you haven’t given a phone number, it shows “Not provided”.
It also shows your Active organisation and your roles in it, such as Member or Admin.
Change your details
- Select Edit Profile.
- Change your First name, Last name, Middle name, Display name or Phone number.
- Select Save.
You see the message “Profile saved.” and the new details on your profile.
Only First name and Last name are required. If you leave Display name empty, it’s your full name.
Select Back to leave without saving.
Your email address is shown here, but it’s how you sign in, so you change it on your Account page.
Complete your profile for the first time
The first time you sign in, you may see Complete Your Profile. It asks for the same details.
- Fill in First name and Last name.
- Fill in the other fields if you want to.
- Tick “I confirm that the information I have provided is accurate and correct.”
- Select Save.
Your dashboard opens. If you belong to more than one organisation, you choose one first.
To stop, select Cancel Sign-Up, then Yes, Cancel Sign-Up. This abandons your sign-up and signs you out. If you created a new organisation as part of it, that is removed too. It doesn’t affect any organisation you were invited into.
Sign out
On your profile, select Sign Out from This Session. You can also choose Main menu, then Sign Out.
Who can do this
Everyone can see and change their own profile. You can’t change anyone else’s. Organisation admins can change the details of people in their organisation on the Members page. See Members.
If something goes wrong
“First name is required.” or “Last name is required.” Fill in the field, then select Save.
“You must confirm your information is correct.” Tick the box above Save, then select Save again.
“Failed to save your profile. Please try again.” Something went wrong. Try again. If it keeps happening, contact support.
You want to change your email address Change it on your Account page.