Managing Your Profile

Each user has a personal profile page where they can view account details, adjust display preferences, and manage basic settings.

Written By Tristan White

Last updated 5 months ago

Access Your Profile

  1. Click your avatar in the top-right corner of the dashboard.

  2. Select Your Profile from the dropdown menu.

View Account Information

Your profile shows:

  • Name and Role

  • Email address

  • Mobile and Phone numbers (if provided)

  • Language preference

  • Groups you belong to, with membership dates

  • Created / Updated timestamps

This information is read-only unless you have permission to edit it.

Update Personal Details

If editing is enabled for your role:

  1. Click the gear icon next to your name card.

  2. Edit fields such as First Name, Last Name, Mobile, or Language.

  3. Save changes to apply them immediately.

Sidebar Settings

Personalize how the app’s sidebar behaves:

  • Collapse sidebar by default – Start with a compact menu.

  • Use dark sidebar – Switch to a dark theme for better contrast.

  • Show date badge in sidebar – Display the current date for quick reference.

  • Show icons in sidebar – Toggle visibility when collapsed.

These settings affect only your own account and can be changed anytime.

Profile Menu Options

From the profile dropdown you can also:

  • Help – Open the help center.

  • Logout – Sign out of your account.

  • Lock Screen – Lock the session without logging out.

Keeping your profile up to date ensures accurate contact information and a personalized workspace for your daily tasks.