Profile settings

Overview

Profile is your personal account settings — separate from any team you work in. It holds your login identity: name, email, photo, password, two-factor authentication, active browser sessions, and (when enabled) account deletion.

Bid documents, legal entity data, and banking information live under Team → Settings, not profile. The assistant greeting on Home uses your profile name and photo; PDF headers use team company profile data.

Tip: After your first sign-in, confirm:

Email is correct and verified
Profile photo uploaded (visible in team member lists and assistant greeting)
Two-factor authentication enabled if you handle production bid data
No unknown sessions under Browser sessions

Important: Deleting your account is not the same as deleting a team. Account deletion may affect teams where you are the only member.

How to open profile

Path	Steps
Sidebar account menu	Click your avatar or name → Profile
After registration	Available once signed in

Page title: Profile

Sections appear only when your organisation enables that capability (for example password change may be disabled for SSO-only accounts).

Page sections

Sections stack vertically with dividers between them:

Section	Purpose
Profile information	Name, email, photo
Update password	Change password (email/password accounts)
Two-factor authentication	Extra login security
Browser sessions	Sign out other devices
Delete account	Permanent account removal (when enabled)

Profile information

When profile edits are allowed for your account:

Fields

Field	Description
Photo	Upload, preview, or remove profile image
Name	Display name across the product
Email	Login address; verification required for some actions

Update profile information

Open Profile.
In Profile information, change Name, Email, or Photo as needed.
Click Save on that section.

Email verification

If your email is unverified:

Look for the verification notice on the profile form.
Click Resend verification email.
Open the link from your inbox (check spam).

Verified email is required for reliable invitations, alert delivery, and password recovery.

State	What you can do
Verified	Full access to email-dependent features
Unverified	May see prompts; resend verification from profile

Update password

Shown when password changes are permitted (typically not for pure Google SSO-only flows without a local password).

Field	Rule
Current password	Required
New password	Required
Confirm password	Must match new password

Change your password

Open Profile → Update password.
Enter Current password.
Enter New password and Confirm password.
Click Save.

Caution: After a password change, use Logout other browser sessions if you suspect any device should no longer have access.

Two-factor authentication

When two-factor authentication (2FA) is available for your organisation:

Enable 2FA

Open Profile → Two-factor authentication.
Click to enable and follow the setup flow (authenticator app or organisation-required method).
Store recovery codes in a secure place — not in email or chat.

Disable or rotate 2FA

Use the same section to disable (if policy allows) or regenerate recovery codes after device loss.

Situation	Action
Lost authenticator device	Use recovery codes at sign-in
No recovery codes	Contact your administrator or support
Organisation mandates 2FA	Disable option may be hidden

Browser sessions

Lists devices where you are currently signed in (browser, approximate location, last active).

Log out other sessions

Open Profile → Browser sessions.
Review the session list.
Click Logout other browser sessions.
Confirm with your password.

Your current session stays active; all others are invalidated.

Use this after travel, shared computers, or suspected unauthorised access.

Delete account

When account deletion is enabled:

Open Profile → Delete account.
Read the warnings about teams and data you own.
Confirm deletion per the dialog (password or organisation-required confirmation).

Permanent removal. Does not automatically export pursuits or documents — complete team handover first if you are the only administrator.

Profile vs team settings

Topic	Profile	Team settings
Scope	You, across all teams	One active team workspace
Name on login	Profile display name	—
Legal name on bids	—	Company profile
Photo in member list	Profile photo	Team logo (separate)
Password / 2FA	Profile	—
Banking, VAT, legal rep	—	Team settings sections

Question	Answer
Does changing profile name update company profile?	No — update Team → Settings → Company profile
Does profile country affect pursuit modules?	Pursuit country comes from pursuit context, not profile
Can teammates see my email?	Team members with access see member details per team permissions

Best practices

Enable two-factor authentication before working with live tender data in production teams.
Keep email verified — invitations and alert digests depend on it.
Upload a clear photo — it appears in collaboration surfaces and the Home greeting.
Run Logout other browser sessions after using a shared or public computer.
Use corporate email consistent with team invitations; changing email during an invite flow may require admin help.

Troubleshooting

Symptom	Likely cause	Action
Photo will not upload	Size or type limit	Use JPEG or PNG within size limits
Verification email missing	Spam filter	Resend; check spam and promotions
2FA lockout	Lost device, no codes	Recovery codes or administrator
Password section missing	SSO-only account	Sign in via Google or contact admin
Cannot change email	Invitation mismatch	Use invited address or ask team admin
Delete account blocked	Sole team owner	Transfer ownership or delete team first

FAQ

Does changing my name update company profile?

No. Legal name for documents is under Team → Settings → Company profile.

Can I change email to a different address while joining a team?

Invitation flows expect the invited email. Contact the team administrator if you need a different address.

Where do personal access tokens live?

Under the account menu → Personal access tokens (or API tokens). See Personal access tokens.

Does profile photo appear on generated PDFs?

Bid PDFs typically use team logo and company profile data, not your personal photo.

Can I belong to multiple teams with one profile?

Yes. One profile; switch active team in the sidebar. Profile settings are shared; team settings are per team.

Who can see my profile information?

Team members see your name and photo in member lists. Email visibility depends on team role and product surfaces.

Register
Onboarding
Personal access tokens
Team settings
Company profile
Delete team