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Field team

How to use the field profile

Use Profile to review photo, personal information, security, and language without changing shifts or assigned jobs.

Updated

For: Owner, Admin, Field member

Before you start

  • This screen can show personal information; update it only when you are ready to save.
  • Reviewing the profile does not change jobs, visits, or shifts.
  • If you are only checking information, do not use Save changes.

1. Open Profile

  1. Go to Field > Profile.
  2. Confirm you are on the Profile tab.
  3. Review photo, personal information, and the language option in the side menu.
Field Profile with photo, personal information, and save buttons

2. Review before saving

  1. Change photo updates the user image.
  2. Personal information contains first name, last name, email, and phone.
  3. Security is for reviewing account options.
  4. Discard changes cancels unsaved edits.
  5. Save changes applies what you edited.

Options you may see

Profile

Meaning: Main tab with photo and personal information.

Next step: Review information before editing.

Security

Meaning: Account-related options.

Next step: Open it only when reviewing account security.

Discard changes

Meaning: Cancels pending edits.

Next step: Use it if you edited something by mistake.

Save changes

Meaning: Saves profile edits.

Next step: Use it only when the information is correct.