User
Profile
Update the signed-in account details exposed by this feature.
Step-by-step guide
Before you start
Use the account and workspace that own the records. This page does not include administrator configuration forms.
Open this feature
Open /portal/profile on your application domain. The tasks below name the controls to use after opening the page.
Steps
Sign in with the account you want to edit. Profile changes apply to that account. Email and username editing depend on the site policy.
Change your profile
- Open Profile and select Personal information. Enter the intended Display name, for example Test User on a test account.
- Choose Preferred language and Timezone from the available lists. A placeholder such as Select language is not a language choice.
- If changing the profile photo, choose a JPG, JPEG, PNG or WebP image no larger than 2 MB.
- Change Username or Email only when the form allows it. Use an address you control.
- Select Save changes. Reload Profile and check the saved name, language, timezone and photo.
Change your password
- Select Security. In the password form, enter Current password if the form requests it.
- Enter your new password privately in New password and repeat it in Confirm new password. Follow the validation shown by the form.
- Select Update password. Check the success message before leaving the page.
Fields shown in the interface
| Field or setting | What to enter or choose |
|---|---|
| Display name | Required; up to 255 characters. |
| Preferred language | Choose an installed language. Availability depends on the site language setup. |
| Timezone | Choose your actual scheduling timezone from the list. |
| Username / Email | Editable only when the site permits the change. A new value must satisfy the form and be unique. |
| Profile photo | Optional JPG/JPEG/PNG/WebP, maximum 2 MB. |
| Password fields | Use the separate password form. Confirm new password must match New password. |
Check the result
- After reloading, the profile form contains the values you saved.
- A successful profile save does not prove that a password change was saved; the two forms submit separately.
Problems and validation
| Problem | What to do |
|---|---|
| Email or username is locked | This is controlled by the site policy. Contact the administrator if the account details need correction. |
| Timezone is rejected | Select an offered timezone instead of typing an abbreviation. |
| Password change is rejected | Check the current password, confirmation and password rules shown by this installation. |
Technical reference
Sources for these task instructions
Role-scoped source references
Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88
Source-only route information
| Method | Source-default route |
|---|---|
| GET | /portal/profile |
| PUT | /portal/profile |
| PUT | /portal/profile/password |