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My Profile

What this page is

The My Profile page is where you manage your personal account details.

Who uses it

  • All users

When to use it

  • When your contact details change
  • When you need to update personal information
  • When setting up your account after first login

What this page is for

Use this page to keep your user details accurate so notifications, approvals, and account settings work correctly.

Main actions

  • Update your name and contact details
  • Review and update profile information
  • Manage account-related settings available to your user role

Step-by-step (common workflow)

  1. Open My Profile.
  2. Review your current details.
  3. Update any fields that are out of date.
  4. Save your changes.
  5. Confirm the updated details are displayed correctly.

Connections

This page directly affects:

  • Notifications and communication flows
  • User identification in approvals and logs
  • Team and account records

Common mistakes

  • Updating fields but leaving the page without saving
  • Entering incorrect phone or email details
  • Forgetting to confirm changes after update

Quick tips

  • Keep your mobile number current for account and workflow alerts.
  • Re-check profile details after role or company changes.