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Understanding Account Settings in Whippy: Profile Settings

Manage your personal account information, profile image, and contact details.

Maria Cairns avatar
Written by Maria Cairns
Updated over a week ago

Why it matters

Your account settings allow you to control the personal details associated with your Whippy user profile. These settings help teammates identify you, ensure you receive notifications correctly, and keep your profile information accurate across the platform.

Key Concepts

Account Settings: User-specific preferences that apply only to your individual Whippy account.

Profile Section: Contains your profile picture, name, email, and phone number.

Profile Image: A visual identifier shown across the platform, especially in conversations and assignments.

Update Profile: The action required to save changes to your personal information.

Step-by-Step: Update Your Profile Settings

  1. Open Account Settings.

    • Click the Settings icon in the left navigation bar, or

    • Click the gear icon in the top right corner and choose Settings, or

    • Use the dropdown beside your name in the top right and select Account Settings.

  2. Go to the Profile tab.

    This section displays your profile picture, name, email, and phone number.

  3. Upload or change your profile picture.

    • Click the profile image area to upload a new picture.

    • A Resize Image modal appears.

    • Use the slider to zoom in or out and reposition the circular frame.

    • Click Save to confirm the new image.

    • A success banner appears once the update is complete.

  4. Delete your profile picture.

    • Click the X icon next to your picture.

    • Confirm the deletion in the modal that appears.

    • This action cannot be undone; you must reupload the image if you want it back.

  5. Edit your full name.

    • Enter your preferred display name in the Full Name field.

    • This name appears across conversations and system mentions.

  6. Review your account email.

    • Your email address is shown but cannot be changed from the Profile section.

    • Contact an admin if an update is required.

  7. Add or update your phone number.

    • Enter your phone number in the designated field.

    • This number may be used for verification or SMS-based authentication.

  8. Save your changes.

    • Click Update Profile to apply updates to your name or phone number.

Tips and Best Practices

  • Use a clear, professional profile picture to help teammates recognise you.

  • Keep your phone number up to date for two-factor authentication and notification routing.

  • Ensure your full name matches how your team identifies you in day-to-day communication.

Troubleshooting

Issue

Possible Cause

Fix

Updated details not saving

Update Profile button not clicked

Click Update Profile after making edits.

Cannot change email

Email address is locked

Contact an organisation admin if your email needs to be updated.

Profile picture not uploading

File too large or unsupported

Use a standard JPG or PNG and retry.

Profile image looks cropped incorrectly

Zoom level or frame misaligned during upload

Reupload the image and adjust using the resize modal.

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