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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

Your Teamflect user profile gives you a central place to view your personal information, manage your settings, and customize how Teamflect works for you.

From your profile, you can access your Profile and My Settings tabs. The Profile tab contains your personal information and activity, while My Settings allows you to customize features such as Microsoft To Do synchronization, 1:1 meeting preferences, and notifications.

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

To view your profile:

  1. Open Teamflect.

  2. Select your profile picture.

Your profile will open with the Profile and My Settings tabs.

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My Profile Tab

The My Profile tab gives you an overview of your personal information, reporting relationships, role details, development plan, and attachments in Teamflect.

Personal Information

At the top of your profile, you can view your basic employee information, such as your email, phone, job title, department, etc. Your profile information is based on the information available for your Teamflect account.

Depending on your organization's configuration and permissions, some information may be editable using the Edit option.

Your profile also shows your place within the organization's reporting structure.

Reports to shows your manager or the person you report to. Direct reports shows the employees who report directly to you.

This gives you a quick view of your current reporting relationships without having to navigate to another area of Teamflect.

Role Information

The Role Information section provides details about your current role, including your Role, Role Description, and Required Competencies.

Select See role details to view additional information about your role when available.

This information can help you understand the expectations and competencies associated with your position and can also support conversations around performance and career development.

Individual Development Plan

The Individual Development Plan section allows you to create a personalized development plan to support your professional growth. Select Create individual development plan to get started.

An individual development plan can help you map out your career path and identify development activities and goals that support your growth.

Succession Plan (Available on the Professional Plan)

The Succession Plan section allows you to view succession planning information associated with your role. It helps identify potential successors and provides visibility into succession planning for your position.

Depending on your organization's configuration and your permissions, you may be able to view the succession plan associated with your role and the employees identified as potential successors.

Attachments

The Attachments section allows you to add files to your profile. You can use Upload attachment to add relevant documents to your profile. Once uploaded, the files appear in the Attachments section along with information about who added the file and when it was added.

Attachments added to your profile are only visible to your manager and Teamflect administrators, making this section useful for storing documents that need to be shared with those users.

My Settings Tab

The My Settings tab lets you personalize how Teamflect works for you. Available settings may include Microsoft To Do synchronization, 1:1 meeting preferences, and notification settings.

General Settings

Choose the language you want to use in Teamflect. Once selected, Teamflect displays the available interface content in your preferred language.

When enabled, your eligible Teamflect tasks are synchronized with Microsoft To Do, allowing you to access and manage your Teamflect tasks alongside your other To Do items.
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See presence information in Teamflect

When enabled, you can see users' presence information, such as whether they are available or away, within Teamflect where this information is supported.

First Day of the Week

Choose which day Teamflect considers the start of your week. This preference affects how dates and weekly views are displayed throughout Teamflect.

Time Format

Choose how times are displayed in Teamflect. You can use a 12-hour format (AM/PM) or another available time format.

Connection to AI Tools (MCP)

Teamflect can connect to compatible AI tools, such as Claude or ChatGPT, through Model Context Protocol (MCP).

The MCP Server URL allows you to connect Teamflect to an MCP-compatible AI client. Once connected and authorized, you can use your AI assistant to interact with Teamflect and perform tasks such as asking questions about your goals or recognitions.

Notifications

The Notifications section lets you control how frequently you receive Teamflect notifications, where you receive them, and which Teamflect modules can send notifications.

Notification Frequency

Choose how often Teamflect delivers your notifications. For example, selecting Instantly means notifications are delivered as they occur, while other available frequency options can group notifications according to the selected schedule.

Receive Notifications Via

Choose where you want to receive Teamflect notifications, such as Email & Teams, depending on the options available to you.

Module Notifications

You can turn notifications on or off for individual Teamflect modules. When a module's notification setting is On, you can receive notifications generated by that module according to your notification frequency and delivery preferences. When it is Off, notifications from that module are disabled for you.

You can also expand individual modules to manage more specific notification types when additional options are available.

📌Note: Some notification settings may be controlled by your organization's administrators. If an option is unavailable or cannot be changed, your organization's notification policies may be restricting that setting.

Teamflect Administrators

The Teamflect Administrators section shows the administrators associated with your organization's Teamflect account. This can help you identify who to contact if you need assistance with your Teamflect account or organization-level settings.

Use Cases

You can use your user profile to keep important employee information, development details, and personal preferences in one place. For example:

  1. Review Your Employee Information
    View your personal details, role information, reporting relationships, and other employee information associated with your Teamflect account.

  2. Manage Your Development and Career
    Access your role details, individual development plan, and succession planning information to support your professional growth and career development.

  3. Manage Profile Documents
    Upload and access relevant attachments, such as certifications, development documents, or other files you want to keep associated with your profile.

  4. Personalize Your Teamflect Experience
    Use My Settings to adjust preferences such as your language, date and time format, Microsoft To Do synchronization, and other personal settings.

  5. Control Your Notifications
    Customize how and when you receive Teamflect notifications, including which modules you want to receive updates from.

  6. Find Your Teamflect Administrators
    Quickly identify your organization's Teamflect administrators when you need help with Teamflect or organization-level settings.

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