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Managing your profile settings as a team member

Learn how to update your password, profile, and privacy preferences

Anni avatar
Written by Anni
Updated over 2 weeks ago

Team members can manage their profile by updating passwords, setting up a public profile, and adjusting email and privacy preferences. This helps keep accounts secure and information accurate.
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This article explains how team members can manage their profile settings in Bookwhen.


Accessing your team member profile

To access your team member profile:

  1. Log in to your Bookwhen account using the email address you used to sign up.

  2. Select your name from the top right-hand corner of the page, then Profile:

    Screenshot with an arrow pointing at the 'Profile' option of the drop-down menu in the top right-hand corner, highlighting to users what to select to open their profile settings.

  3. This opens your profile:

    Profile example showing account information such as name, email address and public profile settings.

There are different actions you can take within the profile, including:


Changing your name and email

To change your name and/or email:

  1. Select Edit next to Your account settings:

  2. Add the new name and/or email address, then select Save to apply your changes:

    Name and email address edit screen with arrow pointing at the 'Save' button, indicating to users where to click to save their name and/or email address changes.


Changing your password

To change your password:

  1. Select Change password at the bottom of the Your account settings section:

    Arrow pointing at the 'Change password' button, highlighting to users where to click to change their password.

  2. Type your current password and then your new password in both the New password and Type the new password again fields.

  3. Once completed, select Update password to apply your changes:

    Change password screen with arrow pointing at the 'Update password' button, indicating to users where they need to click to save their password changes.


Multi-factor authentication

To enable/disable your multi-factor authentication (MFA) settings:

  1. Select the Enable or Disable button next to Multi-factor authentication:

    Multi-factor authentication enable button, highlighting to users where to click to manage their settings.


Setting up your public profile

To edit your public profile settings:

  1. Select Edit next to Public profile settings:

    Public profile settings with arrow pointing at the 'Edit' button, highlighting to users where to click to edit their profile.

  2. Choose what information you want to include, such as setting a profile picture, location, contact email, social media links, website address and contact number:

    Public profile settings showing the different field options to add information, including profile name, job title and 'about' me sections.

πŸ’‘ The profile name, job title, and about me sections are all mandatory and cannot be skipped.

Publish/unpublish your public profile

You can also use the Profile published toggle in the top right-hand corner of your profile to publish/unpublish your profile from the public page:

Arrow pointing at the 'profile published' toggle in the top right-hand corner, highlighting where users can control the status of their profile page (unpublished/published)


Privacy preferences

You can control your data processing preferences in the Privacy preferences section. To do this:

  1. Select Edit next to Privacy preferences:

    Privacy preferences settings with arrow pointing at the 'Edit' button, highlighting to users where to click to edit their settings.

  2. Ensure you check/uncheck the tickbox to confirm your consent and select Save to apply your changes.

    Privacy preference settings highlighting the checkbox and save button, indicating to users that they can check/uncheck the tickbox to reflect their consent, then save their changes.


πŸ’¬ Need extra help?

  • For the quickest response, contact us via live chat on our homepage or your account. Buddy, our trusty chatbot, will assist first and pass you to a support team member if needed.

  • Prefer email? Send us an email instead.

Thank you! πŸ•Ί

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