Managing Your Profile

Your profile contains your personal information, preferences, and account settings. Keep your profile current to ensure proper communication and system access.

Accessing Your Profile

You can access your profile from any page in the system:

1. Click your name or avatar in the top navigation
2. Select Profile from the dropdown menu

Editing Personal Information

Update your basic profile information:

1. Navigate to your profile page
2. Click Edit Profile
3. Update the following fields as needed:
   • First Name
   • Last Name
   • Email Address
   • Job Title
   • Phone Number
4. Click Save Changes

Note: Your email address is used for system notifications and login. Contact your system administrator if you need to change it.

Uploading a Profile Picture

Add or update your profile photo:

1. Go to your profile page
2. Click Edit Profile
3. Click the profile picture area or Upload Photo
4. Select an image file (JPG, PNG recommended)
5. Crop or adjust the image if prompted
6. Click Save

Requirements:

• Maximum file size: 5MB
• Recommended dimensions: 200x200 pixels
• Square images work best

Changing Your Password

Update your account password for security:

1. Navigate to your profile page
2. Click Change Password
3. Enter your current password
4. Enter your new password
5. Confirm your new password
6. Click Update Password

Password Requirements:

• Minimum 8 characters
• Include uppercase and lowercase letters
• Include at least one number
• Include at least one special character

Setting Notification Preferences

Control how and when you receive system notifications:

1. Go to your profile page
2. Click Notification Settings
3. Configure preferences for:
   • Email notifications
   • Observation reminders
   • Training deadlines
   • System announcements
4. Choose notification frequency:
   • Immediate
   • Daily digest
   • Weekly summary
   • Disabled
5. Click Save Preferences

Managing Contact Information

Keep your contact details current:

1. Navigate to your profile page
2. Click Edit Profile
3. Update contact fields:
   • Primary phone number
   • Secondary phone (optional)
   • Preferred contact method
   • Emergency contact (if required)
4. Click Save Changes

Profile Visibility

Your profile information is visible to:

• System administrators - Full profile access
• Organization administrators - Basic information and role details
• Colleagues in your organization - Name, job title, and contact information
• Observers/Evaluators - Professional information relevant to observations

Troubleshooting Profile Issues

Cannot Update Email Address

Contact your system administrator to change your email address. This ensures proper account security and prevents access issues.

Profile Picture Won’t Upload

Check that your image meets the requirements:

• File size under 5MB
• Standard image format (JPG, PNG, GIF)
• Clear browser cache and try again

Password Reset Not Working

If you can’t change your password:

1. Verify you’re entering your current password correctly
2. Check that your new password meets requirements
3. Contact your system administrator if issues persist

Profile Security

Keep your profile secure:

• Use a strong, unique password
• Don’t share your login credentials
• Log out when using shared computers
• Report suspicious account activity immediately
• Review and update your information regularly

Your profile information helps colleagues identify you in observations, training records, and system communications. Keep it current and professional.