> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your profile and credentials

> Update your name, contact details, professional role and licences — once, for every workspace you belong to.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} plans="All plans" roles="Anyone with an account" />

Your profile belongs to you, not to a workspace. Change your surname or add a licence once and every clinic, pharmacy and lab you work in sees it.

<Path steps={['Your avatar', 'Profile and Settings']} />

<TaskHeader before="Nothing — every account has this page" time="2 minutes" after="Your name, role and licences correct everywhere you work" />

Account settings open with a sidebar headed **Account Settings** over "Manage your personal profile & security", and four tabs: **Profile**, **Account**, **Security** and **Notifications**. This page covers the first two.

## Update your personal details

<Steps>
  <Step title="Open the Profile tab">
    It is the first tab, labelled **Personal Information** in the sidebar.
  </Step>

  <Step title="Fill in your name">
    **First Name**, **Middle Name**, **Last Name** and **Title**. The title is the honorific shown before your name — Dr., Prof. and so on.

    First and last name each need at least two characters.
  </Step>

  <Step title="Add your contact details">
    **Phone Number**, **Date of Birth**, **Gender**, **Marital Status**, **Residential Address** and **Office Address**.

    **Email** is shown but cannot be edited here — the page says "Email cannot be changed." It is the address you sign in with. To move to a different one, [contact support](/platform/help/contact-support).
  </Step>

  <Step title="Select Update Profile">
    You get a **Profile updated successfully** confirmation.
  </Step>
</Steps>

## Set your professional role

Your role decides how you are introduced across the product — the greeting on your dashboard, the credential shown beside your name, and your avatar.

<Steps>
  <Step title="Open the Account tab">
    Labelled **Professional Identity** in the sidebar.
  </Step>

  <Step title="Choose your Professional Role">
    Start typing in the **Professional Role** box to filter the list. Roles are grouped as Clinical, Mental Health, Therapy, Aesthetics & Wellness, General and Administration, and cover everything from **Doctor** and **Pharmacist** to **Cashier**, **Records Officer** and **Wellness Coach**.

    Changing it changes how you are identified across the platform. It does not change what you are allowed to do — that is your role in each workspace. See [Who can see and do what](/start/roles-and-access).
  </Step>
</Steps>

## Add a professional licence

Licences you record here are printed on the clinical documents you sign, so a report leaves the building with real credentials on it rather than a blank.

<Steps>
  <Step title="Select Add License">
    On an empty profile the section offers **Add your first professional license** instead.
  </Step>

  <Step title="Enter the licence">
    * **License Number**
    * **License Type** — choose from the list, which covers medical, nursing, pharmacy, dental, therapy, technology, mental health and administrative registrations including **NPI Type 1 (Individual)** and **NPI Type 2 (Organization)**
    * **Issuing State/Region**
    * **Expiration Date**

    All four are required. Add as many licences as you hold.
  </Step>

  <Step title="Select Update Account & Credentials">
    The same button saves your role, your licences and the **Marketing Emails** switch together. You get **Account updated successfully**.
  </Step>
</Steps>

<Note>
  Keep the expiry date current. A lapsed licence is not blocked by the product, but it will be printed exactly as recorded on anything you sign.
</Note>

## Check it worked

* Reopen **Profile and Settings** — your new values are loaded, not the old ones.
* Open any workspace: the greeting on the dashboard and the name beside your avatar use the new details.
* Sign a clinical note or produce a report and confirm the licence number and type appear on the document.

## If something goes wrong

<AccordionGroup>
  <Accordion title="The Email field is greyed out">
    That is deliberate. Your email is your sign-in identity, so it cannot be edited from the profile form. [Contact support](/platform/help/contact-support) to change it.
  </Accordion>

  <Accordion title="My report printed without a licence">
    The licence has to be on the account of the person who **signed** the document, not the person who typed it. Check that the signer's account has a licence recorded and that the licence was saved with **Update Account & Credentials**.
  </Accordion>

  <Accordion title="I changed my role and lost access to a screen">
    The **Professional Role** here is descriptive. What you may open is set per workspace by an owner or manager. See [Roles](/platform/team/roles) and [Permissions](/platform/team/permissions).
  </Accordion>

  <Accordion title="Failed to update profile. Please try again.">
    The save did not reach us. Check your connection and try again — nothing was partially saved.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Secure your account" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/lock.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=9512445b0046e5e80544ac73574ce9e1" href="/platform/account/security" width="24" height="24" data-path="images/icons/lock.svg">
    Password, passkeys, two-factor and login alerts.
  </Card>

  <Card title="Choose which emails you get" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/envelope.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=f4dc48f73478b15d76db8460ebdefec5" href="/platform/account/notifications" width="24" height="24" data-path="images/icons/envelope.svg">
    The personal switches, and how they differ from a workspace's.
  </Card>
</Columns>

<StillStuck />