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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Profile Configuration

Update name, photo, and security preferences used across collaboration and audit history.

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

1

Open Profile settings

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

Screenshot placeholder: avatar menu with My Profile highlighted.

Update profile details

Profile photo

Add a photo to improve recognition in people pickers.

GIF placeholder: click avatar → upload photo → crop → save.

  1. Select the current avatar.

  2. Upload an image.

  3. Crop if prompted.

  4. Save changes.

Square images work best. Aim for at least 200×200 pixels.

Display name

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

  1. Update First name and Last name.

  2. Save changes.

Screenshot placeholder: name fields (First name / Last name) and Save button.

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)

Some Accounts lock email and password changes behind SSO. If editing is disabled, contact an admin.

Password and security

Change password (if enabled)

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

1

Open the Security section

From My Profile, open Security (or Password).

2

Set a new password

Enter:

  • Current password

  • New password

  • Confirm new password

3

Save

Select Update password (or Save).

Screenshot placeholder: password change form (current / new / confirm).

Use 12+ characters. Use a password manager when allowed by policy.

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

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

Screenshot placeholder: 2FA section with Enable button and backup codes step.

Notifications (quick link)

Use this guide for the full set of options:

Screenshot placeholder: notifications panel link-out from My Profile.

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

My Profile option is not available

  • Refresh the page after signing in.

  • Confirm the correct Account scope is selected.

  • If still missing, ask an Account Admin to confirm access.

Email or password cannot be changed

This is usually expected with SSO.

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

Summary

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

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

Related:

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