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How can I view my user profile?

My Profile tab for personal info and attachments, My Settings tab for customizing preferences and notifications.

Written by Myka

To give you greater control over your experience, Teamflect offers two dedicated tabs within your user profile: My Profile and My Settings. These sections make it easy to manage your information, customize preferences, and stay in control of how you use the platform.

How to Access “My Profile” and “My Settings”

Click on your name and profile picture at the top-right corner of the app. From the dropdown menu, you can select either “My Profile” or “My Settings.”

My Profile Tab

The My Profile tab gives you a detailed view of your personal and job-related information. You can also upload attachments relevant to your role or responsibilities.

Here you can:

  • View Personal Info: Name, email, contact details, job title, manager, and direct reports.

  • See Role Details: Understand your assigned roles, responsibilities, and competencies in Teamflect. Click “See role details” for more insights.

  • Individual development plan (Available on the Professional Plan): Create and update your IDPs under this section.

  • Succession Plan (Available on the Professional Plan): Here, you can create a Succession Plan for your role.

  • Upload Attachments: Add files such as documents, images, or reports. These are visible to your manager and Teamflect admins for context and collaboration.

My Settings Tab

The My Settings tab is where you can fine-tune your Teamflect experience to match your workflow.

  • General Settings:

    • Choose your preferred language

    • Sync Teamflect tasks with Microsoft To Do

    • Adjust date and time formats

    • Set the frequency of 1:1 meetings with your direct reports

  • Notification Preferences:
    Decide how and when you receive alerts—per module or overall, based on your preference.

  • See Teamflect Admins:
    Quickly view who your Teamflect administrators are to know whom to contact for help or configuration changes.

Use Cases

  1. Review Personal Information
    Users can access their profile to review details such as their job title, department, reporting line, and other synced employee information.

  2. Track Performance & Development
    Employees can view their goals, recognitions, feedback, and other career development information from a centralized profile page.

  3. Manage Profile Attachments
    Users can upload and access important documents such as certifications, development plans, or onboarding files directly from their profile.

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