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Account & ProfileUpdating Your Profile

Updating Your Profile

On User profile, change Profile information, then click Save changes.

Open the page from the header photo → Profile, or from SettingsAccountProfile.

What You Can Change

On this screenshot the yellow badge reads Unsaved changes. The footer reads You have unsaved changes. with Discard and Save changes.

User profile with Unsaved changes, Discard, and Save changes
FieldExampleEditable here
First nameDanielYes
Last nameMurphyYes
Email addressdaniel.murphy@email.comNo — grey background
Phone number+353 87 555 0123Yes
DesignationFront DeskYes
GenderMaleYes (dropdown)
Date of birthDate pickerYes
PhotoUpload photoYes — see Updating Your Profile Photo

Role is not on this form.

The Password card on the same page is separate: Change password. See Changing Your Password.

Workflow — Update Your Details

Header photo → Profile → Edit fields → Save changes

Step 1 — Open Profile

Step 2 — Change the Fields That Are Not Grey

When a change is pending, the header shows Unsaved changes and the footer shows You have unsaved changes.

Step 3 — Click Save changes

Discard throws away the pending edits.

After a successful save, the bar shows Profile saved successfully. Discard and Save changes on that bar are inactive.

Profile saved successfully

What the form shows if a value is invalid is not captured yet.

Do not use another person’s login to edit their record. Use Team Members if you manage staff.

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