Your profile

Your Profile holds your own details and how you sign in. Every team member has one, whatever their role. Open it from the profile menu (your initials at the top right) → Profile edit.

What’s on the screen

• Summary card (callout 1): your photo, name, email and role, with Upload photo and Remove. Below it, the Account box shows your agency and whether two-factor authentication and Google sign-in are on.
• Personal details (callout 2): your name, phone, role and email.
• Security (callout 3): your password, two-factor authentication and Google sign-in.

Update your details

1. Change your Full name or Phone number.
2. A bar appears saying You have unsaved changes. Click Save changes, or Discard to go back.

Field	What it means
Full name	Required. Shown to your team on tasks, comments and activity.
Phone number	Optional.
Role	Read only. Your agency administrator assigns it in Team users.
Email address	Read only. Ask your agency administrator to change it.

Add or change your photo

1. Click Upload photo (or the camera button on your photo) and choose a JPG or PNG up to 5 MB.
2. In Crop profile photo, drag the image to position it and use Zoom to get closer. The photo is cropped to a square.
3. Click Save photo.

To go back to your initials, click Remove.

Change your password

1. Under Security, click Change password.
2. Enter your Current password. If you’ve forgotten it, click Forgot your password? and AgencyOS emails you a reset link.
3. Type a New password, or click Generate strong password. It needs 12 or more characters, upper and lower case letters, a number and a symbol, and must differ from your current and recent passwords. The checklist ticks each rule as you meet it.
4. Type it again in Confirm new password.
5. Keep Sign out of all other devices ticked (recommended). You stay signed in on this device.
6. Click Update password. The button unlocks only when every rule is met.

If you sign in only with Google, there is no Change password button. The row says You sign in with Google.

Turn on two-factor authentication

Two-factor authentication asks for a code from an authenticator app on your phone each time you sign in with your password.

1. Next to Two-factor authentication, click Set up.
2. Open an authenticator app on your phone and scan the QR code. If you can’t scan it, click Copy key and type the setup key into the app.
3. Enter the app’s six-digit code in 6-digit verification code and click Verify and enable.
4. Save the Recovery codes somewhere safe. Each one works once if you lose your phone. They are shown only now.

To turn it off, click Disable and enter a current code from your authenticator app.

Sign in with Google

• Connect Google takes you to Google. Use the Google account with the same email address as your AgencyOS account. After that you can sign in with either Google or your password.
• Disconnect Google removes the link. If Google is your only way to sign in, the button reads Google is your only sign-in method and can’t be used. Ask an administrator to Convert to password in Team users first.