Your Profile And Account

Your profile page is the one screen in the application that is about you rather than about your work: your name and contact details, your password, the accounts you have connected, the places that refer to you, and whether your account is active. This chapter walks through every part of it, and — just as importantly — tells you which personal settings do not live there, so you stop looking for them.

What This Is

You reach the page from the avatar button at the far right of the top bar. Click it and choose the entry with the person-and-cog icon, labeled User settings. Confusingly, the page that opens is titled Your profile — they are the same thing. There is no separate "My account" screen.

The page has two columns. On the left is a narrow menu that stays in place as you scroll. On the right is one section at a time:

Not everyone sees all five. Identity providers appears only when your administrator has enabled at least one external sign-in provider, and API keys appears only if your role is allowed to use them. Profile, Mentions and Account status are always there.

Switching between sections is instant: nothing is reloaded, no data is fetched, and nothing you have typed into the edit form is lost. The address in your browser gains a short marker (for example #account) so you can bookmark or share a link that opens straight on a particular section. One consequence: if you navigate away to another screen and come back, you land on Profile again, not on the section you were last using.

If The Page Is Not There At All

Seeing your own profile is a permission your administrator grants per role. If you do not have it, the User settings entry is missing from the avatar menu, and typing the address by hand bounces you to the sign-in screen with the message "You do not have sufficient privileges to access this page."

That message appears on the sign-in page, so at a glance it looks exactly like being signed out. If you land on the sign-in screen after clicking something and you were definitely still working, read the message strip above the logo before you retype your password — see When Something Goes Wrong.

Why It Matters

Three practical reasons to know this page:

• It is where you fix a wrong name, a stale phone number or an out-of-date photo — the details your colleagues see next to your comments and on records you own.
• It is where you change your password without waiting for a reset e-mail.
• It is the honest answer to "where do I turn off these notifications / change the language / switch the date format?" — those are not personal settings at all, and this chapter says so plainly.

The Profile Section

The Summary At The Top

The section opens with a heading and a short read-only block:

• Your photo, shown as a large round thumbnail — only if you have one.
• Full name — your first name and surname joined together. This is a calculated value; you never type it directly, you type the two parts.
• Last login — the date and time you last signed in, down to the second (for example 3. 08. 2026 @ 14:22:07), shown in your time zone.

Two things about Last login are worth knowing. It is stamped the moment your password is accepted, which is before a two-factor code is checked — so if you typed your password correctly but then abandoned the code screen, the timestamp still moved. And it reflects sign-ins only, not activity: leaving a tab open all week does not update it.

Example. A project manager is asked by IT whether anyone used her account over the weekend. Her profile shows a last login of Saturday 21:40, which she knows was not her. That is a real signal worth reporting — but note it only proves the password was accepted, not that the sign-in completed if two-factor is in force.

The Edit Profile Form

Below a dividing line is a collapsible Edit profile heading, a primary Edit profile button that opens the same panel, and a secondary Change password button that leaves for a separate screen.

Between them and the form sits a status strip:

• A green strip reading "Your profile is complete."
• Or an amber strip reading "Your profile is not complete. Please fill in the required fields below."

The amber version also opens the form for you automatically. "Complete" here has a narrow, mechanical meaning: every field marked as required in your edit form has a value. It does not mean your profile is good, only that nothing mandatory is blank. If your administrator has not marked anything as required, you will always see the green strip even with an empty phone number.

The form itself appears inside a card as a single plain list of fields, one under the other. Unlike the record forms elsewhere in the application, it is not split into tabs, however many fields you have. One Save data button at the bottom saves all of it.

Saving happens in place, without a page reload. A message strip appears at the bottom right of the window:

• "Profile updated." on success. The photo, full name and last-login block at the top of the section refresh immediately. The small avatar in the top bar catches up the next time you move to another screen, and the complete/not-complete strip is re-evaluated the next time you open the page.
• "Some fields are incorrect. Please revise the form." when something failed validation. The offending fields are marked.
• A warning strip beginning "Error while updating the profile." when the save itself failed. Nothing is saved in that case; your typing is still on screen.

Some fields cause the form to rebuild itself the moment you change them, which can make other fields appear or disappear. That behavior is shared with every form in the application and is described in Creating And Editing Records.

What You Can Actually Change

Be prepared for a short list. The fields you get are whatever your administrator has chosen to expose to your role, and two colleagues in the same company can legitimately see different forms. In a stock, untouched application the fields you are likely to meet are:

Your roles and group may also be visible, but changing them is normally reserved for administrators; if you can see them, treat them as read-only information about your access rather than as settings to play with. Field labels are set per application, so yours may say "Mobile" instead of "Phone", or your company may have added fields of its own — a department, a cost center, an office location. Whatever the label, the individual input behaves like every other field of its kind; see The Fields You Will Meet.

Values you are not allowed to change are not offered on the form at all, rather than shown grayed out. Your full name (assembled from the two name fields) and the date you last signed in appear only in the read-only block above the form.

Example. A new sales assistant is told to "put your details in the system". She opens User settings, sees the amber not complete strip with the form already open, fills in her surname and phone, uploads a photo, and clicks Save data. A "Profile updated." message confirms the save and her photo appears at the top of the section straight away, without the page reloading. Her initials are still showing in the top-right corner until she moves to another screen.

Your Time Zone Deserves Care

Every date and time in the application is stored in a single universal clock and converted for display into your time zone. That conversion is driven by one field on your profile — and that field is a plain text box, not a picker.

You must type an official time-zone name in the Region/City form, for example:

Europe/Prague

Other valid examples: Europe/London, America/New_York, Asia/Tokyo.

If you type anything the application does not recognize — Prague, Toronto, Europe/Praha — nothing tells you. There is no red outline, no error message, and the value is saved exactly as you typed it. The application quietly ignores it and falls back to the default time zone of the whole application. Every time you look at a record after that, you see somebody else's clock.

Example. A consultant relocates from Prague to Toronto and types Toronto into the time zone field. The save succeeds. The next morning her 9:00 meeting record shows 15:00, and a deadline she set for "today 17:00" appears to be in the middle of the night. Nothing is broken — the value is simply not a recognized name. Replacing it with America/Toronto fixes every date on every screen at once.

Two more points:

• If you cannot see a time zone field at all, your administrator has not exposed it. Everyone then shares the application's default time zone, and the fix for a mismatch is a request to the administrator, not something you can do.
• The change takes effect for display only. It never moves an appointment or rewrites stored data.

When You Are Told You May Not Edit Here

Instead of the form you may see a blue information box reading:

"You do not have permission to edit your profile at this location. If you need to edit your details, the app may offer this option elsewhere, or contact your administrator."

Read this as "there is nothing for you to type on this screen". It can mean your role genuinely has no right to change any of your own details. It can equally mean the only fields you are allowed to change happen to be kinds the screen does not count — an e-mail box, a phone widget, a photo upload, a drop-down or a password box on their own can all produce this message even though the form exists.

Either way, the action is the same: if you need a detail changed, ask an administrator, or check whether your application offers an "employees" or "contacts" screen where the same information is maintained. Do not conclude that your account is broken.

Changing Your Password

The Dedicated Screen

The Change password button in the Profile section opens a small, separate screen that looks like the sign-in page: a centered card on a plain background, with your application's logo at the top of the card and a short line explaining what to do below it.

1. Type your current password in the first box. This is the verification step and it is only asked for because you are already signed in.
2. Type the new password twice, in the New password and Repeat password boxes.
3. Click Submit.

Under the new-password box is a line describing the rules your password must satisfy. That text is set per application; the shipped default reads "Minimum 8 characters, at least one uppercase, one lowercase letter, and one number." If your new password does not match the rules you get "Password does not comply with security rules.", and if the two copies differ you get "Passwords do not match."

On success you are returned to your profile with a confirmation message. On failure the message begins "Password could not be changed." and names the reason — most often "Current password is not correct."

A link with a left arrow, Back to profile, sits under the form if you change your mind.

What Happens Afterwards

Two behaviors surprise people:

• You stay signed in. The application quietly re-establishes your session with the new password, so you are not thrown back to the sign-in screen.
• Your other devices are not signed out. A phone or a second browser that was already signed in stays signed in. If you are changing your password because you think someone else has it, that is not enough on its own — tell an administrator, who can force your account to sign out everywhere.

The Password Field Inside The Edit Form

If your administrator has left the password field visible on the Edit profile form, you will see a second place to set a password. It behaves differently from the dedicated screen in one important way: it does not ask for your current password. Whatever you type there replaces your password when you click Save data.

The box is always rendered empty, even though you certainly have a password. Leaving it empty changes nothing — it is not going to blank your password. Only type in it if you actually intend to change it.

Example. A team leader opens Edit profile to correct a typo in his surname, notices the empty Password box, and assumes his password has been wiped. It has not. He fixes the surname, leaves the password box untouched, saves, and signs in the next morning with his existing password as usual.

Forgotten passwords, reset e-mails, expired passwords and first-time activation are all part of the sign-in story rather than the profile page; see Signing In.

Connected Accounts

The Identity providers section lets you tie your work account here to a Google or Microsoft account, so you can sign in with that provider instead of typing a password. Which providers are offered — one, both or none — is decided by your administrator.

Each provider gets a small block headed with its name and the word "account", such as Google account. Underneath:

• If it is already linked, you see the line "Connected." and a Disconnect button.
• If it is not, you see a Connect button with a right arrow.

Connecting

Clicking Connect takes you out of the application to the sign-in service, where you choose the Google or Microsoft account you want to attach and approve the request. You are then returned to your profile, and the provider block flips to "Connected."

Finish the round trip promptly. The handshake is only valid for about three minutes; if you wander off, answer an e-mail and come back, the link has gone stale and you have to start again from Connect.

Connecting an account does not change or remove your password. It adds a second way in, it does not replace the first.

Disconnecting

Disconnect takes effect on one click. There is no confirmation dialog and no undo — a short "Disconnected." message appears at the bottom right and the block flips back to offering Connect.

Before you disconnect, make sure you can still get in the other way. If you have only ever signed in with Google and have never set a password, disconnecting leaves you with no way in until an administrator sends you a fresh invitation or reset link.

Example. A contractor's Google account is being closed at the end of the month. A week before, she sets a password from the Change password screen, signs out, verifies that the password works, and only then uses Disconnect on her profile. Had she disconnected first, she would have locked herself out.

Personal API Keys

You may see an API keys section. If you do not, your role is not permitted to use them and you can skip this part entirely.

What A Key Is, In Plain Words

A key is a long string of characters that acts like a password for programs rather than for people. If a colleague builds a spreadsheet, a reporting tool or an automation that needs to read or write data in this application, giving it your key lets it act as you, with exactly your permissions. Anything it does looks like you did it.

That is the whole idea, and it is also the whole risk. Treat a key like a password: do not paste it into a chat message, an e-mail, a support ticket or a shared document.

Creating A Key

1. Click Add new at the top right of the section. A small pop-up window opens.
2. Fill in Valid from and Valid to — the window during which the key will work.
3. Fill in Description — a short note about what the key is for. All three are required.
4. Click Add.

Valid from is pre-filled with today's date as the application's universal clock sees it, not as your own time zone sees it. If you are several hours away from that clock the date can read as yesterday or tomorrow. Change it if it matters.

The new key appears in the list behind the pop-up. The pop-up itself does not close on its own, so close it manually and check the list before assuming the key was not created.

Seeing And Revoking A Key

Each key in the list shows its description, a Valid: line with the two dates, and two buttons:

• The eye button reveals the key string in a read-only box next to it. This is a purely visual toggle — select the text and copy it. Any key shown in this list can be revealed again on a later visit, so there is no "save it now or lose it" moment.
• The trash button revokes the key. It happens on one click, with no confirmation dialog and no undo. The moment you click it, anything using that key stops working.

When A Key You Just Created Is Not In The List

The list only shows keys that are valid right now. A key whose Valid from date is in the future — or whose Valid to date has already passed — is simply absent. It exists, it was created, but it is invisible until its window opens, and it disappears again when the window closes.

Example. An analyst prepares a key for a monthly report that starts next quarter and sets Valid from to the first of next month. She clicks Add, sees nothing appear, and creates it three more times assuming the button was broken. She now has four identical keys that will all switch on at once. The reliable approach is to create the key with today's date and note the intended end date in the description.

Two-Factor Accounts Cannot Use Keys

If any of your roles enforces two-factor authentication, keys are refused. Clicking Add produces a warning message reading "Multi-factor authentication is enforced for this account, so it cannot use REST API keys. Use a dedicated service account that does not hold an MFA-enforced role."

Existing keys stop working too, from the moment two-factor starts applying to you. This is deliberate: a key would bypass the second factor entirely. The answer is a separate, purpose-made account for the tool — a request for your administrator, not something you can arrange yourself.

Mentions

The Mentions section answers one question: where in this application does something point at me?

It is built fresh every time you open the page, and it is grouped into two kinds of reference:

• Records that name you in a field. These are grouped by kind of record, then by which field does the pointing, with a count in brackets — for example "As Account manager (14)". The record-kind groups start open; the individual field groups start collapsed, so click one to see the list of records inside.
• Places where you were @-mentioned. These are grouped by kind of record, and each entry says where the mention lives — either the name of a field, or a comment number.

Every entry in either list is a link. Clicking one opens that record in a pop-up window over your profile, so you can look and close without losing your place. See Pop-Up Windows.

Long lists are paged twenty entries at a time, with a page selector and numbered page buttons underneath.

If nothing at all refers to you, the section shows a single muted line:

"There is no reference to you in the application at this time. This doesn't mean that you can't be mentioned anywhere by name, for example, but such an entry does not systematically refer to your profile."

That caveat matters. This list finds structured references — you selected in a field, you tagged in a comment. It does not find your name typed as ordinary text inside a description.

Example. A support agent is going on parental leave and needs to hand over her work. She opens Mentions and finds "As Assigned to (23)" under Tickets and "As Owner (4)" under Accounts. She opens each group, works through the linked records in pop-ups, and reassigns them — a far more reliable handover list than searching for her name.

Two honest caveats:

• The list only covers what you are allowed to see. Records your permissions keep from you are left out of both the lists and the counts, so a colleague opening their own Mentions may see a different total for the same kind of record.
• The list is fetched separately, after the rest of the page. The lookup starts as soon as the page opens, even though the section is hidden until you click it, and it shows a loading indicator until it arrives. The rest of the profile is usable meanwhile, but if you are named on a large number of records the section can still be loading when you click it.

The @-mention mechanism itself — how to write one, and who gets notified — belongs to Comments And Mentions.

Account Status And Termination

Reading Your Status

The section opens with one line: "Your account status:" followed by either Active. or Will be terminated on and a date.

Initiating Termination

If your administrator has granted it, a red block below offers self-service account termination. The text reads:

"This operation will initiate account termination. Your account will be accessible for a period defined by the app administrators, and then will be deleted."

It takes two clicks. The red Initiate account termination button expands a red panel; the Confirm account termination button inside it does the deed. A message confirms the date your account is set to terminate.

You are not signed out at that moment. You keep working normally right up to the scheduled date and time; after it passes, your next sign-in is refused.

The Delay May Be Much Shorter Than You Expect

The screen tells you the period is "defined by the app administrators" but never shows you what it is. On a freshly set-up application that period is five minutes. Your administrator may have changed it to days or weeks, for the whole application or for your account alone — or may not have touched it at all.

Read this as: assume it is immediate. Do not click through the confirmation to "see what it says".

Canceling A Scheduled Termination

Once a termination is scheduled, the red block is replaced by a green one headed Cancel account termination:

"You can keep the account. Since it's currently scheduled to terminate, this will be cancelled and account will stay active."

Again two clicks: Cancel account termination expands the panel, Keep the account confirms. Your status returns to Active.

The catch is that starting a termination and canceling one are two separate permissions. Your role may allow you to schedule your own termination but not to cancel it. If the green block does not appear after you have scheduled a termination, you cannot undo it yourself — contact an administrator immediately, while the account is still inside its window.

Example. An employee leaving at the end of the month decides to tidy up and clicks through the termination confirmation on a Tuesday afternoon, expecting a grace period until his last day. His application still carries the shipped default. At 15:05 he is working; at 15:10 his next click drops him onto the sign-in screen, and his password no longer gets him back in. Getting back in needs an administrator. Had he asked first, his account would have been scheduled for his actual leaving date.

If you are unsure whether you should terminate your own account — and in a company-run application you almost certainly should not, because it is usually the administrator's job as part of an offboarding process — ask before you click. There is no undo after the date passes.

What Is Not On This Page

People reliably look for the following on their profile and do not find it, because it is not a personal setting at all.

Interface Language

The language of the interface is set once for the whole application, by an administrator. There is no per-user language choice anywhere — not on the profile, not in the avatar menu. English and Czech are the shipped languages.

If you need a different language than your colleagues, that is a conversation with your administrator, and the honest answer may be that it is not possible for one person alone.

Date, Time And Number Formats

How dates are written, whether decimals use a comma or a point, and which day the week starts on are all application-wide settings. Your time zone is the one and only formatting-related thing that is yours personally — which is exactly why the typo warning above matters so much.

Notification Preferences

There are none. You cannot mute a category, choose a channel, ask for a daily digest, opt out of anything, or delete a notification you have read. What reaches you is decided entirely by whoever sends the notification, who addresses it to a person, a group or a role — so you receive anything aimed at any role you hold.

If the volume is a problem, the fix is upstream: ask your administrator to change who a particular notification is addressed to. See Notifications And Alerts.

Two-Factor Authentication

Two-factor is switched on by role, by an administrator. There is no self-service switch on your profile, no "trust this device", no recovery codes, and no way to reset a lost authenticator app yourself. If you change phones, you need administrator help. The sign-in side of this is covered in Signing In.

Your Roles And What You Can See

Your profile may display your roles, but it is a statement of fact, not a control. What each role lets you do is covered in Roles, Groups And Permissions.

Your Dashboard Layout

Your personal dashboard arrangement is stored against your account and does follow you between computers — but you edit it on the dashboard itself, not here. See Dashboard And Widgets.

What Your Browser Remembers, Not Your Account

A handful of preferences are stored by the browser on the computer you are using. They are invisible to your administrator, they do not travel with you, and they are lost if you clear your browsing data:

The practical consequences:

• Choosing dark mode on your office desktop does nothing to your laptop. Choose it again there.
• Column widths you carefully set up in the office are not there when you work from home. Column order, by contrast, is stored on your account and does follow you.
• An export you started on one machine will not appear in the Jobs tray on another, even though the file was produced. Download it on the machine you started it from, and before the tab is closed — see Action Buttons And Exporting.

Example. An accountant sets up a wide, carefully sized invoice table on Friday in the office, then works from home on Monday and finds the columns back to their original widths. Nothing has been reset for anyone else and nothing is broken — the widths were only ever remembered by the office browser. Re-dragging them at home gives her both machines their own remembered layout.

Tips And Gotchas

• Your photo and name in the top bar come from your session. After you save your own profile they catch up the next time you move to another screen. If an administrator changes your name or photo, you keep seeing the old one until your next sign-in — your colleagues see the new one straight away.
• Almost everything here acts on a single click. Disconnecting a provider and revoking a key take effect immediately, with no confirmation prompt and no undo. A scheduled termination is the one thing you may be able to reverse, and only if your role allows it.
• The green "profile is complete" strip is not a quality check. It only means no required field is empty.
• Deep-link to a section by adding #api-keys, #mentions, #account or #identity to the profile address — handy when a colleague asks you to look at something specific.
• If the Mentions section sits on its loading indicator, the number of records naming you is the usual reason. There is nothing you can switch off; mention it to your administrator if it becomes painful.
• A blank Time Zone field is safer than a wrong one. Leaving it empty gives you the application default, which at least matches your colleagues.

What To Ask Your Administrator For

Phrase requests around the outcome, not the mechanism:

• "I need to be able to change my own phone number and photo" — when you get the "no permission to edit here" message, or when a field you need is missing from the form.
• "Please correct my name / e-mail address" — when you cannot edit it yourself. Remember your e-mail is also your sign-in identity, so this changes how you sign in.
• "My times are all wrong — can you check my time zone?" — if there is no time zone field on your form, or you would rather someone verified the value.
• "I need a key for [tool], but my account has two-factor" — ask for a dedicated service account instead.
• "Please sign my account out everywhere" — after changing a password you think was compromised.
• "Please schedule my account to close on [date]" — instead of using self-service termination, which may act within minutes.
• "I lost the phone with my authenticator app" — this always needs an administrator.
• "Can I have the interface in [language]?" — knowing it is an application-wide setting, so the answer may be no.

More of these, ready to copy, are collected in What To Ask Your Administrator For.

Related Chapters

• Signing In
• How Your Application Works
• The Application Window
• Comments And Mentions
• What To Ask Your Administrator For