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My Profile

Overview

Profile settings define how a Teammate appears across Projects.

Accurate profile fields improve collaboration and auditability.

Key Concepts

  • Display name: appears in assignments, comments, and mentions

  • Profile photo: improves recognition in people pickers

  • Security settings: sign-in and authentication controls (when enabled)

How It’s Used

Use profile settings during onboarding.

Update profile settings when a name, role, or security policy changes.

Benefits

  • Faster recognition during reviews and handoffs

  • Cleaner audit history with stable identity details

  • Reduced sign-in risk when security controls are enabled

Setup Steps

Use the full setup guide:

Best Practices

  • Use a stable display name for audit continuity.

  • Avoid storing sensitive information in profile fields.

  • Prefer SSO-managed identity fields as the source of truth when enabled.

Summary

Profile settings control identity fields used across collaboration and audit history.

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