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Profile Usage

Your Profile is your personal account information in ScaleFlow. Keeping it updated helps teammates identify you when conversations, tickets, or internal notes are assigned to you.

What you can do in Profile​

In the Profile area, you can:

  • View your account information
  • Update personal details such as first name and last name
  • Update your contact details (for example: phone number)
  • Check your current role and account status
  • Save changes to keep your profile information up to date

Example: If your display name is clear, teammates can easily assign a customer conversation or ticket to you.

Open your Profile page​

Profile page overview

  1. In the top-right corner, click your avatar or account menu.
  2. Select Profile.
  3. Review your profile sections, including:
    • Basic information
    • Contact information
    • Account details

Update your basic information​

Update profile

  1. On the Profile page, click Edit (or the pencil icon) in the basic information section.
  2. Update fields such as:
    • First name
    • Last name
  3. Click Save Changes.

Dialog update profile

Update contact information​

  1. In the contact section, choose the field you want to update.
  2. Enter the new value (for example: phone number).
  3. Click Save Changes.

Tips for profile updates​

  • Use your real name so teammates can identify you easily.
  • Keep your phone number updated for faster coordination.
  • Save each section after editing to avoid losing changes.
  • Refresh the page if your latest updates are not shown immediately.

How Profile connects to daily work​

Troubleshooting​

I cannot open the Profile page​

  • Check if your session is still active.
  • Sign out and sign in again.
  • If the issue continues, contact your admin.

I can view Profile but cannot edit fields​

  • Your role may be view-only for certain fields.
  • Some fields (such as email) can be read-only by policy.
  • Contact your admin if you need edit access.

My profile changes do not appear​

  • Wait a few seconds and refresh the page.
  • Confirm that Save Changes was clicked successfully.
  • Try updating again and check for validation messages.