> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/profile-configuration.md).

# Profile Configuration

### Overview

Profile settings define how a Teammate appears across Projects. Accurate profile details improve collaboration and auditability.

### Key Concepts

* **Display name**: appears in assignments, comments, and mentions
* **SSO**: identity managed by an external provider (if enabled)
* **2FA**: second factor for sign-in security (if enabled)

### How It’s Used

Use this setup during onboarding. Use it when updating role changes or security policy changes.

### Benefits

* Faster recognition in people pickers and activity feeds
* Cleaner audit history with stable identity details
* Reduced sign-in risk when security settings are enabled

### Setup Steps

{% stepper %}
{% step %}

### Open Profile settings

Open the avatar menu in the top navigation. Select **My Profile** (or **Profile**).

{% hint style="info" %}
Screenshot placeholder: avatar menu with **My Profile** highlighted.
{% endhint %}
{% endstep %}
{% endstepper %}

#### Update profile details

#### Profile photo

Add a photo to improve recognition in people pickers.

{% hint style="info" %}
GIF placeholder: click avatar → upload photo → crop → save.
{% endhint %}

1. Select the current avatar.
2. Upload an image.
3. Crop if prompted.
4. Save changes.

{% hint style="info" %}
Square images work best. Aim for at least 200×200 pixels.
{% endhint %}

#### Display name

Display name appears in assignments, comments, and activity feeds.

1. Update **First name** and **Last name**.
2. Save changes.

{% hint style="info" %}
Screenshot placeholder: name fields (First name / Last name) and **Save** button.
{% endhint %}

#### Job title / role (if available)

Add a title to provide context for stakeholders.

Examples include roles such as:

* Implementation lead
* Project manager
* Business analyst

#### Contact information (if available)

Common fields:

* **Email** (often used for login and notifications)
* **Phone** (optional)

{% hint style="warning" %}
Some Accounts lock email and password changes behind SSO. If editing is disabled, contact an admin.
{% endhint %}

#### Password and security

#### Change password (if enabled)

Only applies for email-and-password sign-in.

{% stepper %}
{% step %}

### Open the Security section

From **My Profile**, open **Security** (or **Password**).
{% endstep %}

{% step %}

### Set a new password

Enter:

* Current password
* New password
* Confirm new password
  {% endstep %}

{% step %}

### Save

Select **Update password** (or **Save**).

{% hint style="info" %}
Screenshot placeholder: password change form (current / new / confirm).
{% endhint %}
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Use 12+ characters. Use a password manager when allowed by policy.
{% endhint %}

#### Two-factor authentication (2FA) (if available)

Enable 2FA when available to strengthen sign-in security.

{% hint style="info" %}
Screenshot placeholder: 2FA section with **Enable** button and backup codes step.
{% endhint %}

#### Notifications (quick link)

Use this guide for the full set of options:

* [Notification Settings](/collaboration-and-automation/notification-settings.md)

{% hint style="info" %}
Screenshot placeholder: notifications panel link-out from My Profile.
{% endhint %}

### Best Practices

* Use a stable display name for audit history.
* Avoid adding sensitive information to public profile fields.
* Use SSO-managed identity fields as the source of truth when enabled.

#### Troubleshooting

<details>

<summary>My Profile option is not available</summary>

* Refresh the page after signing in.
* Confirm the correct Account scope is selected.
* If still missing, ask an Account Admin to confirm access.

</details>

<details>

<summary>Email or password cannot be changed</summary>

This is usually expected with SSO.

Ask an Account Admin how identity is managed for the Account.

</details>

### Summary

Profile Configuration sets identity and security preferences for a Teammate profile.

It affects assignments, comments, and audit history across Projects.

Related:

* [Appearance Settings](/getting-started/appearance-settings.md)
* [Language Preferences](/getting-started/language-preferences.md)
* [Understanding Access Levels](/organizations-and-projects/understanding-access-levels.md)
* [User Roles and Permissions](/organizations-and-projects/user-roles-and-permissions.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.transform.ai/getting-started/profile-configuration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.