How to Update Your Profile

Summary

Overview: Change the name your team sees for you in Pippify. You can also check your email address and role.

Prerequisites:

• You are signed in to Pippify.

Step-by-Step Instructions

Step 1: Open My Account

1. Click your avatar in the top-right corner.
2. Select My Account.
3. The My Account page opens on the Personal information chip. The chips at the top switch between Personal information, Password and, for the Admin, Company info.

Step 2: Change your name

1. In Name, type your new name.
2. Click Save. To undo your edits before saving, click Cancel.
3. A message confirms "Changes saved successfully."

Verify It Worked

Success criteria:

• Your new name shows in the top bar next to your avatar.
• Your initials in the avatar update to match the new name.

Troubleshooting

Common errors

• "Save failed. Please try again.": the name wasn't saved, for example because the field was empty. Fix: type a name and click Save again.
• Save is greyed out: you haven't changed anything yet. Fix: edit the Name field first.

Limitations & considerations

• Email and Role can't be changed here. To change a role, see What Each Role Can Do.
• Your name is saved for the workspace you are signed in to. If you belong to more than one workspace, update it in each one.

Next Steps & Related Resources

• Next steps:
  • How to Change Your Password
• Related articles:
  • What Each Role Can Do
  • How to Update Company Info
  • How to Change the App Language

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026