What’s on a profile
The header shows their photo, title, teams, manager, whether they’re online or away, their local time, their working hours and their skills. The tabs below it:
Click a number to open its tab, or View all on a card.
Everyone sees only what they can open
A profile never shows you something you couldn’t open yourself. Activity on a record you can’t read, a field hidden from you, a conversation that’s private to another team: all left out. Two people looking at the same profile can see different lists, and that’s correct. A call is still listed when you can’t read the contact, but it names nobody: “Made a call · 4 min”, never a phone number.Editing a profile
Edit profile sets the title, who they report to, their time zone, and their links (GitHub, LinkedIn, Discord, anything with a name). You can edit your own; workspace admins can edit anyone’s.- A manager has to be someone in the workspace, and you can’t pick someone who already reports up to them. That would make a loop.
- Time zones come from a list, so a typo can’t break anyone’s local time.
- Links are what contact methods build their links from, like a Discord DM from your Discord name.
Choosing what profiles show (admins)
Customize layout sets which sections every profile shows, and in what order. It’s one layout for the whole workspace. Turning Recent activity or What they own off also removes its tab.Troubleshooting
A record they own isn't listed
A record they own isn't listed
Only records where a person field names them count, and only ones you can read. A record assigned through a text
field, or one shared with them but not owned, won’t appear. Check the record’s person fields, and whether you can
open it yourself.
Recent activity is empty
Recent activity is empty
It covers the last 30 days, and only records and conversations you can open. Edits made by a workflow or an import
are the workflow’s, not theirs. Emails aren’t listed yet; calls, chat and SMS replies, and record changes are.
Their local time is missing
Their local time is missing
They haven’t set a time zone. They (or an admin) can set one in Edit profile.
I can't pick a manager
I can't pick a manager
The person you picked already reports up to them, directly or through someone else. Pick someone above them instead.
Related
Contact methods
The ways teammates reach each other from a profile.
Who's here
Seeing teammates on the same page, doc or deck, and following them.
Users
Inviting and managing the people in your workspace.
Permissions
What decides who can open what.