Profile & Account Settings
Access profile settings, organisation details, and account preferences from the avatar menu.
Click the avatar icon in the top-right corner of the platform to access your profile and account settings.
Top Bar: Avatar Menu Options
Easily access tools by clicking the avatar icon in the top bar.
Below is an overview of the available options:
Profile
Access time zone selection and your profile details from the Avatar menu:
Click the avatar icon in the top bar
Select Profile
At the top of the page, your Name, Email, and Role are displayed as read-only fields.
Time Zone dropdown
A Time Zone dropdown shows the current setting. You can search by typing in the dropdown to filter the list. The time zone configured as the Organization Default is marked with a visual tag in the list (e.g. "Organization Default") so you can easily identify it.
Saving your time zone
Click Save to apply your selected time zone. The change is applied immediately across the platform UI.
Things to know:
Time zone preferences are stored per user — each person on your team can set their own
Changes apply to the platform UI only; CSV and JSON exports remain in system default time
Your setting persists across sessions — no need to reset it each time you log in
Organization Settings
View and update your account details. This information will improve the ability to customize our offering to your business goals.
User Management
Manage users, roles, and account-level settings. Admins can invite new users, assign roles, and update existing accounts from here.
Profile — Basic profile information like email address, job title, and description.
Time Zone — Account admins can set a time zone for the entire account, ensuring consistent date and time display across the platform. Exceptions apply to CSV and JSON files, which will remain in the default system time. This setting is saved across sessions and doesn't require resetting.
Once the default time zone setting is changed, it cannot be reverted to the original default. As a workaround to reset to a neutral time zone, we recommend choosing a location like Monrovia (GMT +0:00).
Users — This is where all user accounts are listed. You can edit a user profile or create a new user account.
For full details on user roles, permissions, and how to invite users, see User Management.
Log Out
Click Log Out to securely sign out of the platform.
Related
User Management — Full guide to roles, permissions, and user administration
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