Open your profile
You can open your profile from My Profile if it is pinned in your app navigation.
You can also open Settings and tap your profile row. The row shows View Profile under your name.
What you see at the top of your profile
The top of the profile shows your profile photo or avatar, your display name, and quick contact actions when they are available.
If your account has an email address or phone number, you may see buttons to email or call. If you are viewing your own profile, you can tap your profile photo to choose Take Photo or Choose from Library.
Profile tabs
Your profile can include these tabs:
Stats
Plan
Profile
The tabs you see depend on your account permissions and available features. If a tab is not available to your account, it will not appear.
Stats
The Stats tab shows mobile dashboard information when mobile dashboards are available for your user. You may be able to choose a dashboard and adjust the date range for the stats shown.
If no mobile dashboards are available, the app shows No Mobile Dashboards.
Plan
The Plan tab shows plan information for your user when your account has access to plans.
Profile
The Profile tab shows your profile details. Depending on what is saved for your account, this can include:
Your preferred name, first name, and last name
Your email address and secondary emails
Your phone number
Your time zone
External ID and closer status, when applicable
Your role or roles
Company information
Teams, including a Primary label for your primary team
Manager and self-reported manager information
Employee since date, beta program status, and language
Birthday, user ID, company ID, first access, last access, and terms agreement details
Some fields only appear when there is information to show.
Manage secondary emails
From the Profile tab, tap Secondary Emails to view additional emails on your account.
From there, you can:
Add a secondary email
See whether an email is Verified or Not verified
Verify an unverified email
Delete a secondary email
If you do not have any secondary emails, the app shows No Secondary Emails.
Edit your profile
If your account has permission to edit the profile, tap Edit.
On the Edit Profile screen, you can update available profile fields such as:
First Name
Last Name
Preferred Name
Email
Phone
Color
Birthday
Start Date
Agree to AI Training
Some users may also see management fields such as External ID, Closer Status, Primary Team, Effective Until, or Manager.
Tap Save when you are finished.
Why some options may not appear
Profile options can vary by account, role, team, company, and permissions. If you do not see a tab or edit option that you expected, check with your manager or support contact.