Your profile and password

Your own details: name, job title, phone number, avatar, and your password — reached from "My profile".

When you would use this: to update how you appear to colleagues and customers, or to change your password.

Steps: open My profile. Upload or replace your avatar directly. Update your name, job title and phone in the form and save. To change your password, enter your current one plus the new one twice, and save — this does not affect your email address or sign-in method.

What each option means: "Your preferences" (linked from this page) is a separate screen for things that are about how the product behaves for you rather than who you are — your theme and how many rows a list shows at a time. Two-factor authentication is also linked from here but managed on its own screen, since it needs to stay reachable even at moments when the rest of your profile is not.

What this screen cannot do: nothing here changes your role, your status, or your pay rate — those are set by whoever manages staff at your firm, not by you.

What happens next: profile changes apply immediately; a password change signs out any other session using the old password.

When it refuses: a password change is refused if the current password you entered is wrong, or the new one does not meet the minimum requirements shown on the form.