Help Center

My Profile

For: Every signed-in user — your own name, email, phone, and role

This is your personal account card. It does not set company GST, logo, or who can invite users. Those are Settings → Profile and Settings → Users.

Settings All settings My profile


What this is for

1. Your account card

Title My Profile. A placeholder avatar, your name, and role underneath. Then Username (the same name), Email, Phone.

What it affects: Nothing in the books. It is a view of the logged-in user record so you can confirm who you are signed in as

What it does not do: No edit, no password, no 2FA, no company details. An admin changes name, role, and status on Users

2. Incentive earnings (when they exist)

If you have at least one active incentive scheme, a second card appears.

Tiles: Total earned, Settled, Pending, Active schemes — amounts in the company base currency

Scheme-wise incentive earned: Each scheme: name, earned, settled, pending, and a settled progress bar

What it affects: Nothing you can post from here. It is a read of your incentive stats. Schemes themselves are created under Settings → Incentive schemes (admin)

Note: If you do not see this block, you have no active schemes. That is expected — not a missing permission on My Profile.


Business rules

TopicRule
Read-onlyThere is no Save, Edit, password change, or photo upload on this screen. Name, email, phone, and role come from Users (an admin edits them there)
Who sees itEvery signed-in user. Settings hub → My account → My profile. Page title My Profile
Incentive blockTotal earned / Settled / Pending / Active schemes and the scheme list appear only when this user has at least one active scheme (activeSchemes > 0). Otherwise you only see the profile card