Personal Profile

Overview

The Personal Profile provides a centralized view of an account, the user’s information, and any providers it’s associated with (as a client or network profile). It lets the user manage and modify their profile details, including:

• Profile Photo
• Personal Information
• Payment Methods
• Business Details
• Data Sharing

Table of Contents

• Quick Actions
• Journeys

Where to Find It

Your Profile

You can view your own profile by clicking on the User Menu and choosing View Your Profile.

Client Profiles

To check Client Profiles, follow these steps:

1. Click on Clients from the top navigation.

2. Choose a client from the Client List and open their Journey.

   

3. In the Client's Contacts card, click on the overlay menu and choose View Profile from the options.

   

Other User Profiles

To view other user profiles, follow these steps:

1. You need to switch to Internal View first; you can do this by clicking on the User Menu on the top-right corner of your screen.

2. Under Switch View, proceed to Switch to Internal View.

   

3. From the Top Navigation, click on People.

   

4. You can look at either Doulas or Contacts menus.

   

5. Choose a profile to check.