Profile Overview

Your Profile is where you manage your personal settings, view your account information, and configure personal templates.

Accessing Your Profile

Two ways to access your profile:

1. Profile Avatar - Click your avatar at the top of the sidebar
2. Settings - Click the gear icon at the bottom of the sidebar

Profile Sections

Personal Information

Your basic account details:

• Name - Your display name
• Email - Your account email
• Organization - Which organization you belong to
• Roles - Your assigned roles

Profile Photo

• View your current profile photo
• Upload a new photo
• Remove existing photo

Role Information

See your current roles and what they allow:

• Organization roles
• Team assignments
• Study permissions

Personal Templates

Create and manage reusable templates:

• Checklist templates
• Email templates

In This Section

• Editing Your Profile - Update your personal information
• Managing Templates - Work with personal templates