Profile Settings

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Overview

The Profile section allows you to manage your personal and company information. This information is used across the platform and may be displayed in various places.

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Profile Information

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Personal Information

First Name (Required)

• Your first name
• Minimum: 1 character
• Cannot be empty or whitespace only
• Used for personalization and identification

Last Name (Required)

• Your last name
• Minimum: 1 character
• Cannot be empty or whitespace only
• Used for personalization and identification

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Company Information

Company Name (Optional)

• Your company or organization name
• Free text field
• Used for organization identification
• Optional but recommended for business accounts

Company Size (Optional)

• Size category of your company
• Options:
  • Less than 10 (Small Company)
  • 10 - 49 (Medium Company)
  • 50-249 (Large Company)
  • More than 250 (Enterprise)
• Used for analytics and support purposes
• Optional selection

Website (Optional)

• Your company website URL
• Must be a valid URL format (if provided)
• Can be left empty
• Optional field

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Updating Profile

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Step-by-Step Process

1. Navigate to Profile Section
   • Go to Account Settings
   • Click on “Profile” tab or section
2. Edit Information
   • Modify any fields you want to update
   • Required fields (First Name, Last Name) must be filled
   • Optional fields can be left empty
3. Review Changes
   • Check all entered information
   • Ensure required fields are completed
   • Verify URL format if website is provided
4. Save Changes
   • Click “Update Profile” button
   • Changes are saved immediately
   • Success message confirms update
   • Profile information updates across platforms

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Form Validation

• First Name and Last Name are required
• Fields cannot contain only whitespace
• Website must be a valid URL (if provided)
• Form shows validation errors in real-time

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Update Behavior

• Changes apply immediately
• Updates reflected across all platforms
• No logout/login required
• Sidebar and profile displays update automatically

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Best Practices

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Completeness

• Fill in all relevant information
• Keep information up to date
• Use accurate company information
• Provide website for business accounts

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Privacy

• Only share information you’re comfortable with
• Optional fields can be left empty
• Company information is optional
• Personal information is required for account management

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Troubleshooting

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Problem: Cannot update profile

Solutions:

• Check required fields are filled
• Verify no validation errors
• Ensure website URL is valid format
• Try refreshing page and updating again

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Problem: Changes not saving

Solutions:

• Check network connection
• Verify form is valid
• Look for error messages
• Try again after page refresh

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Related Documentation