Profile Page
Manage your account details and business settings.
The Profile Page is where you manage your personal setup and view the company you’re working within.
It’s split into two areas. One is about you and how you use the platform. The other is about the shared company space that everyone works from.
What this section includes
Profile management is split into two connected areas.
The User Profile is about you as an individual. This is where you manage your personal details, preferences, integrations, and account settings. It controls how the platform behaves for you.
The Company Profile represents the shared workspace. It includes company details, team members, roles, and permissions. This is the structure that everything else sits on top of.
How the two profiles relate
You’ll spend most of your time working as yourself. Your User Profile shapes how things look and behave day to day.
The Company Profile sits in the background as a shared reference point. It defines the environment you and your team are working in, including access, roles, and how work is organised.
Because of this, you don’t need to manage both in the same way. Your personal profile is something you can adjust as needed, while the company profile reflects the broader setup of your workspace.
Outcome
Once this is set up, you have a clear personal setup and a defined company workspace behind it.
This makes it easier to work day to day, ensures the right people have the right access, and helps the platform respond in a way that fits both you and your organisation.
Summary
The Profile Page brings together your personal setup and your company workspace.
Your profile controls how the platform works for you, while the company profile provides the shared structure everything runs on.
Read next: User Profile
Continue to User Profile.