With the profile page is the easy way to keep information up to day, Depending on your role in the workspace, you’ll see different sections and editing options.
How to access your profile
You can open the profile page by:
Clicking on your avatar in the top right corner and selecting Profile
Navigating to another user's profile (if you're a secretary or administrator)
Once opened, you’ll see two main tabs:
Personal information
Board position & roles
Personal information
This tab includes your basic personal details. To edit any of the fields, click into them directly.
Field | Notes |
First name & Last name | Required. Max 255 characters |
About | Optional. Max 500 characters |
Phone | Optional. Max 50 characters |
Date of birth | Optional. Select from a calendar. No future dates allowed |
Gender | Optional. Choose from: Male, Female, Non-binary, Prefer not to say |
💡 The Save button will activate once any change is made.
Board position & roles
This section allows you to update your board title and the dates you’ve served.
Field | Notes |
Board position | Max 1000 characters |
Start date & End date | Use the calendar picker. The end date must be later than the start date |
If you're part of any groups in the workspace, you'll also see your current roles listed here (read-only for most users).
💡 Only Secretaries and Admins can edit Start dates and End dates. Other users can't update those fields even for their own profile.
Who can see and edit what?
Role | What you can do |
Admins | View and edit all profile sections for any user |
Secretaries | View and edit users in their assigned groups |
Individual users | View and edit their own info only |
Guests & Board Members | Can view and edit their own Personal and Board info. Group details are read-only |
Saving your changes
The Save button appears once you’ve made changes
Changes in one tab are kept even if you switch to the other
If you try to leave the page without saving, you’ll be asked to confirm
✅ When saved successfully, you’ll see a confirmation message.