To change a profile's name, birth date, location, or other details, select that person in the profile switcher, then open Profile in the top menu — it's a dropdown. Start with Personal Details. There is no separate Edit button. Most fields save as soon as you change them.
Who can edit
- Managers and Billing users — can edit any profile in the organization.
- Staff — only if Edit Profile is turned on for them (set per person when the profile is shared or via their team permissions).
- Guests — only if Edit Profile is turned on for that guest on that profile.
If fields are greyed out or the page looks disabled, you don't have Edit Profile permission. Ask your Manager.
Where to edit (web)
- Select the person in the profile switcher.
- Open Profile in the top menu (dropdown) and choose Personal Details, or another item in that list.
- Or go gear → Manage Profiles and click the person's name — that opens Personal Details directly.
The left sidebar has the same tabs as the Profile dropdown:
| Tab | What you configure |
|---|---|
| Personal Details | Name, birth date, gender, ethnicity, location, group assignments, photo, color |
| Tracking Templates | Which behavior/environment/health categories this profile uses |
| Self-Reporting | Whether the profile can log their own data |
| Supporting Documentation | BSP, IEP, and similar documents |
| Medical / Health History | Health background |
| MAR Configuration | Medication tracking toggles |
| Incident Report Templates | IR setup for this profile |
| Billing Details | Service codes, Client ID, monthly hour and mileage limits (Scheduling and/or EVV) |
There is no Save button on Personal Details — changes apply as you make them.
This article focuses on Personal Details. For Billing Details (service codes, Client ID, authorized hours), see Profile Billing Details and authorized hours. Photo and color are covered in Profile photo and color.
What you can change on Personal Details
- First name, Last name
- Birth date
- Gender — multiple options (Male, Female, Nonbinary, Gender fluid, and others); there are no pronoun fields
- Ethnicity — used on incident reports where applicable
- Track Menstruation toggle
- Current location — updates timezone and weather; existing entry timestamps are not rewritten
- Group assignments — provider plans only
Photo and color are on the same Personal Details tab — see Profile photo and color.
Editing on mobile
The mobile app does not support editing profile details except adding or changing the profile photo. Use the website for name, location, groups, and other settings.
Bulk import (CSV)
To add many new profiles at once (not to edit existing ones), use Manage Profiles → Import — download the sample CSV template, fill it in, and upload. See Creating a profile.
Common questions
- I changed the timezone, but old entries still show the old times. — Correct. Only new entries use the updated location/timezone.
- Can I rename a profile? — Yes — update first and last name on Personal Details.
- Where are MAR or EVV toggles? — On MAR Configuration, Billing Details, and related tabs — not on Personal Details.