Profiles and contacts

Profiles bring together identity, saved details, documents, and related care information. What you can view or change depends on the account or Person you opened and your current access.

Open the right profile

• Your account: select your avatar/name/email at the bottom of the desktop sidebar, or open mobile More and select your account identity. The nearby gear opens Settings instead.
• A contact: open People > Contacts, then select their row.
• A Client: open People > Clients, search and page through results, then select their row.

Use the profile's Close control, or Back to People where shown, to return. A contact can also show Open care profile for its associated Person. Opening that link requires separate Client-profile access; the link itself grants none.

Choose a section

Profile	Sections
Your account	Profile, Summary, Documents, and Certificates when available
Contact	Profile, Notes, Summary and Documents when a related Person is available, and Certificates when available
Person / Client	Profile, Summary, Documents, Care records, and Notes

See Certificates on profiles for certificate history and the separate contact and Catalog-audience rules.

A visible tab can still show a permission or availability message. Documents contains profile uploads; Care records contains a separate set of care workflows. See Profile documents and Care records and observations. Administrators can edit or archive the Client record from its header.

Update your identity image

1. Open your account's Profile.
2. Select your avatar or Choose image in the Profile image section.
3. Choose a local image file and wait for upload and save to finish.
4. Confirm the new image and success notice. Use Remove image to clear it.

The image saves immediately; there is no separate profile-wide Save button. This picker accepts a local file. The upload uses your personal storage. If storage is full, use View personal storage or View plans and licenses from the error notice, then retry. An allowance-check failure asks you to try the upload again. For another failure, retry or choose another image.

Your email and verification state are read-only on Profile. Use Email and security settings for sign-in identity changes.

Read and edit profile details

Select a saved detail and Edit, or choose Add detail when your access allows it. This is where you update name, date of birth, addresses, insurance, identification, and care contacts. See Profile details for field rules, photos, revisions, and recovery.

Organizations shows affiliations in a read-only flyout. Contact designations records care roles without granting permissions. Questionnaire answers retains earlier context with separate access and no current editor. Saved facts and generated summaries are also separate; use Profile AI for summaries.

Contact Profile shows relationship status and connected/updated dates. Permissions controls what that contact may do with your data; Invite and manage contacts explains saving grants and removing a connection. Manage Shelf appears only when your relationship allows it; see Manage a client's Shelf.

If information is missing, confirm the target account or Person and review the specific permission. Reopen after a save or relationship change. A contact's identity being visible does not mean every care record is shared.

For Person-level relationships, see Manage delegated access and Care teams. Account Guardian designation uses the contact's Permissions instead.