My Profile

Applications › Security › My Profile

Overview

Use My Profile to review and maintain your personal user information, including your name, position, contact details, login email, cloud account, and mobile number. You can also review the trusted devices associated with your login. Update your profile when your contact or employment details change, or when you need to verify the devices that have accessed your account.

Note: Keep your Login Email and Mobile details current so that your user record reflects your current business contact information.

Workflow

1. Open Security > My Profile to display your security record.

2. Review the profile information and decide whether changes are required. Update the relevant fields, such as User Name, Position, Title, First Name, Middle Name, Last Name, Display Name, Login Email, Cloud Account, or Mobile.

3. Decide how to handle your changes:

   • To keep the changes and remain on the record, select Save.
   • To keep the changes and return from the record, select Save and Close.
   • To abandon unsaved changes, select Cancel.

4. Review the trusted-login-device information shown with your profile. Each device entry identifies the device name and includes its first login date and time. Use this information to recognise the desktops and browsers associated with your account.

   Tip: Review trusted devices periodically, especially after changing computers, browsers, or work locations.

5. If you need to add a file to your profile record, use Attach or drop the file in the or Drop a file here area. Select Ok when prompted to confirm the action.

6. Use Delete only when the profile record must be removed.

   Warning: Deleting a profile record is a permanent record-management action. Use Cancel instead when you only want to discard edits that have not yet been saved.

Examples

A sales representative, Maria Hassan, changes her mobile number and job title.

1. Maria opens Security > My Profile.
2. She updates Title to Senior Sales Representative and enters her new number in Mobile.
3. She checks that Display Name remains Maria Hassan and that Login Email is correct.
4. She selects Save to retain the updated details while continuing to review her profile.
5. Maria reviews the trusted-device entries and confirms that the listed desktop browsers are familiar.
6. She selects Save and Close when she has completed her review.

Tips

Tip: Use Display Name consistently so that colleagues can recognise you in business records and activities.

Note: User Name and Login Email are separate fields. Review both whenever your business identity or email address changes.

Warning: Do not select Delete merely to remove an incorrect entry while editing. Use Cancel before saving, or correct the field and select Save.

Troubleshooting

Related pages

• Security — Overview
• Principal Users
• Security — Learning Path
• First Time Login