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Manage your general user settings

Update your personal profile details, avatar, contact preferences, and interface settings.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the General settings area

Navigate to the General settings section from your application settings to view your current profile information and preferences.

Open the General settings area

Step 2: Review your profile information

Check your name, organisation details, role, and other profile fields that are loaded automatically from your user account.

Review your profile information

Step 3: Edit your profile fields

Switch into editing mode and update fields such as your name, job title, organisation, location, and other profile text fields as needed.

Edit your profile fields

Step 4: Update your avatar image

Use the avatar upload control to change or upload a new profile picture, then preview how it will look in your account.

Update your avatar image

Step 5: Adjust your contact details

Edit your email address and phone number using the contact fields, and confirm any prompts relating to updating your sign-in details.

Adjust your contact details

Add or update links to your social profiles, such as your website or professional networks, so they appear as part of your profile.

Manage your social links

Step 7: Change appearance and interface preferences

Use the available switches to toggle options such as dark or light theme and sidebar layout to match your preferred working style.

Change appearance and interface preferences

Step 8: Configure marketing email preferences

Review and adjust whether you want to receive marketing or update emails, using the marketing email preference controls.

Configure marketing email preferences

Step 9: Save or cancel your changes

When you are happy with your updates, select Save to apply them, or choose Cancel to discard any unsaved changes and restore the previous settings.

Save or cancel your changes


Last updated: 2026-07-17