Skip to main content
Every member of your workspace has a profile: who they are, who they report to, whether they’re here right now, what they’ve done lately, and the records and conversations they own. Open yours from the account menu (Your profile), or anyone’s from their avatar in a “who’s here” stack (View profile) or from Settings → Team → Users → the person → View profile.
Try it in a sandbox first: sample teammates have owned records and activity, so every section has something in it.

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

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.
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.
They haven’t set a time zone. They (or an admin) can set one in Edit profile.
The person you picked already reports up to them, directly or through someone else. Pick someone above them instead.
You’re on your own profile, or your workspace has no contact method that works for this person yet: none turned on, the provider isn’t connected, or they’re missing what a method needs (like an email).

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.