Skip to content

Profile and signature

Open User profile from the profile menu. These settings belong to your account and are shared across the workspaces you can access.

Personal details

On Profile, update your first name, last name, avatar, and default workspace as needed. Choose Save after editing profile fields or selecting an avatar. The default workspace controls where you prefer to start; it does not move requests or tasks between workspaces.

Avatar images can be up to 4 MiB (4,194,304 bytes).

Organization employee names and positions are managed separately in Employees. If organization attribution is incorrect, ask an Owner or Admin to review the employee record.

Saved signature

  1. Open the Signature tab.
  2. Draw or update your default signature.
  3. Choose Save.

The saved signature is prefilled when you sign an approval request. Review it before each decision and check the legal name and representation details requested by the signing form. Saving a signature in your profile does not sign or complete a task.

Other profile tabs

Use Security for authenticator MFA, Passkeys for device credentials, API tokens for API credentials, and Notifications for delivery preferences.

See MFA and passkeys, API tokens, and Notifications for the corresponding controls.