Managing Your Profile

Your profile contains your personal information and account settings. Keep it up to date so your team can identify you and communicate with you effectively.

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Viewing Your Profile

Click your name or avatar in the top-right corner of the navigation bar, then select Profile. Your profile page shows:

• Full name
• Email address
• Phone number
• Job title
• Bio
• Organization memberships and your role in each
• Account creation date

Editing Your Profile

1. Click Edit Profile on your profile page
2. Update any of the following:
   • First Name and Last Name
   • Phone Number
   • Job Title — This helps the AI provide role-appropriate guidance during planning
   • Bio — A brief description of your background and expertise
3. Click Save Changes

Note: Your email address is your login identifier and cannot be changed from the profile page. Contact your admin if you need to change your email.

Changing Your Password

1. On the profile edit page, find the password section
2. Enter your current password
3. Enter your new password (minimum 8 characters)
4. Confirm the new password
5. Click Change Password

Forgot Your Password?

If you cannot log in:

1. Click Forgot Password on the login page
2. Enter your email address
3. Check your email for a reset link
4. Click the link (valid for 1 hour)
5. Enter your new password

Your Job Title and the AI

The AI Advisor uses your job title to tailor its guidance. For example:

• A CEO gets more focus on big-picture strategic questions
• A VP of Marketing gets more specific guidance on customer and market analysis
• A CFO gets deeper financial analysis prompts

Set your job title accurately to get the most relevant AI guidance.