How do I add or update my profile information?

Short answer

Use the account menu profile area to update name, email, phone, social handles, address, and profile photo where your role has permission.

Learn moreHow do I reset or change account access?How do I set up workspace branding?

Profile details

  • Profile information can include name, email, phone, social handles, address line, suite line, city, state, and zip.

Profile photo

  • Profile photos should crop to fill the circular avatar rather than sitting as a small rectangle inside the circle.
  • If the photo does not look right, use the edit photo option to reposition, crop, resize, or rotate it.

Role differences

  • Some fields may be visible only to workspace admins or staff depending on the account type and business workflow.
Learn moreHow do I reset or change account access?

Related articles

How do I reset or change account access?Learn moreHow do I set up workspace branding?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.