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Workspace and billing

Managing Your User Profile

Access and customize your account settings, security options, and session management.

Table of contents

Accessing your profile

  1. Click your profile icon in the bottom left corner of the screen
  2. Select “Profile” from the dropdown menu

Profile customization

Profile image: Upload a profile picture. It appears throughout the application while you’re logged in.

Display name: Set how your name appears to other users in shared documents, progress notes, and collaboration features.

Account integration

View which external services are linked to your account. Common integrations include Google Sign-On.

Security settings

Password: Update your account password at any time.

Two-factor authentication (2FA): Enable 2FA to add an extra layer of security to your account.

Session management

Active sessions: View all devices and browsers where you’re currently logged in, including device type, browser, and last activity.

Remote logout: Click “Log out other browser sessions” to immediately sign out from all other devices. Useful if you’ve used a shared computer or want to confirm no sessions are open elsewhere.

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