Profile Setting

1. About feature

The Profile Settings feature in VisionSync allows users to manage their personal information and settings. This feature is useful for individuals who need to update their contact information.

2. Screen explanation

The profile setting page contains the following elements.

a. Profile picture: This allows users to upload their profile picture. There are file type and size limitations displayed on the screen. Users should follow the guidelines while uploading the profile picture.

b. First Name (Required): This field allows users to edit their first name.

c. Last Name (Required): This field allows users to edit their last name.

d. Job Title (Required): This field allows users to edit their job title.

e. Work Phone: This field allows users to edit their work phone number.

f. Set Default Organization Entity: This is a dropdown field which allows users to set their default organization entity in VisionSync. This default organization setting will allow users to load the strategic plan, dashbaord and reporting defaulted to the organziation entity they chose in the setting screen.

f. Save and Update Button: This button saves the profile changes.

3. How to perform this feature/functionality?

a. Click on the Profile icon located on the top right corner of the screen and select the “Profile Setting” option.

b. You can now edit your personal information, including your first name, last name, job title, phone number, and profile picture.

c. You can also set your default organization entity from the organization entity dropdown.

c. Once you have made the necessary changes, click on the "Save and Update" button to update your profile.

4. Expected Result

The profile is updated with accurate and current information, which can help improve communication and collaboration with other VisionSync users and stakeholders.

5. Dependency or Restriction

a. Users signed up using single-sign-on will not be able to update the profile in VisionSync either. They will have to update the profile on the organization's account page.