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Profile & Business Settings

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Profile Settings

Vaasu Guduguntla

Last Update 7 dagen geleden

šŸ” How to Access Your Profile Settings

  1. Click your profile photo in the top-right corner.
  2. Select Manage Your Profile.
This opens your personal profile panel with all available settings.

      šŸ‘¤ Profile Information

      Update the basics of who you are:

      NameĀ 

      • First and last name
      • This appears on emails, documents, and team views

      Profile Photo

      • Click Upload New Photo to add or change your picture.
      • This photo appears in tasks, comments, emails, and client-facing areas where applicable.

      Email AddressĀ 

      • If you signed up using Google SSO, your email cannot be changed from Profile Settings.
      • If you signed up using email + password, you can update your email from this section.
      • This email is used for login and personal communication.

      Phone Number

      (Optional) Add your contact phone number for internal team communication.

      Birthday

      You can add an optional birthday to your profile.
      1. Go to Profile Settings.
      2. Find the Birthday field.
      3. Select your date of birth.

      This field is completely optional. You can add, change, or remove it at any time. Your birthday is stored securely and only visible to authorized users in your business.

        Emergency Contact

        You can add emergency contact information to your profile so relevant parties can reach someone on your behalf if needed.

        The emergency contact section includes three fields:
        • NameĀ ā€” Your emergency contact's full name
        • RelationshipĀ ā€” Their relationship to you (spouse, parent, sibling, etc.)
        • Phone NumberĀ ā€” A phone number where they can be reached
        All three fields are optional. Your emergency contact information is stored securely and only visible to authorized users.

        Business Owner Merge Tags

        Your profile information can be used as merge tags in emails, documents, and automations. These appear under the Business Owner group in the merge tag picker.
        This is useful when you want your personal details (like your direct phone number or personal address) in client communications, separate from your business's main contact information.
        Available Business Owner merge tags include your first name, last name, full name, email, phone, and full address fields.
        For the complete list of available merge tags, see the Merge Tag Reference.


        Privacy note: Your phone number and address are encrypted at rest and only resolved when content is generated (like sending an email or exporting a document).

        Business Owner Smart Tags

        Your profile information can be used as smart tags in emails, documents, and automations. These appear under theĀ Business OwnerĀ group in the smart tag picker.
        This is useful when you want your personal details (like your direct phone number or personal address) in client communications, separate from your business's main contact information.
        Available Business Owner smart tag include your first name, last name, full name, email, phone, and full address fields.
        For the complete list of available smart tags, see theĀ Smart Tag Reference.


        Privacy note:Ā Your phone number and address are encrypted at rest and only resolved when content is generated (like sending an email or exporting a document).

        šŸ”’ SecurityĀ 

        PasswordĀ 

        If you signed up with email + password:
        • Click Change Password to update your login credentials.
        If you signed up with Google:
        • Password changes are managed through your Google account.

        Two-Factor Authentication

        Add an extra layer of security to your account from the Security tab in your profile. Once enrolled, you'll be asked for a second verification step at login in addition to your password.

        šŸŒLanguage & Region (Coming Soon)

        Future updates will allow you to set:
        • Language preferences
        • Date format
        • Time zone overrides

        šŸ§©Where Profile Settings Are Used in TalleFlow

        Your profile information feeds into several areas:
        • Emails you send from TalleFlow
        • Comments, tasks, assignments, and activity logs
        • User avatar in projects and collaborators list
        • Communities & Connects when you post in communities and connect with fellow business owners
        Keeping your profile up to date ensures clean communication across your team and client interactions.

        Ā šŸŒŸBest PracticesĀ 

        • Upload a real photo ā€” it helps clients recognize you in shared documents.
        • Keep your email consistent with your business's domain when possible.
        • If you work across multiple businesses, ensure your profile info reflects you accurately everywhere.

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