How to Edit Your User Profile

Editing your user profile keeps your personal information current across the eCourtDate platform, ensuring your team members and system notifications always have accurate contact details for you.

Editing your user profile keeps your personal information current across the eCourtDate platform, ensuring your team members and system notifications always have accurate contact details for you.

Overview

Your user profile contains your name, phone number, email, and other personal details that are displayed throughout eCourtDate. Keeping this information up to date is important because it affects how your name appears in assignments, messages, and audit logs. You can update your profile at any time without needing administrator assistance.

Prerequisites

  • An active eCourtDate user account
  • Access to the user dropdown menu in the top-right corner of the screen

How-To Steps

Update Your Profile Information

  1. Click your name or avatar in the top-right corner of the screen.
  2. Select Your Profile from the dropdown menu.

Your Profile option in the user dropdown menu

  1. Enter your updated information in the profile form fields (name, phone number, email, etc.).
  2. Click the Save button to apply your changes.

User profile form with editable fields

What to Expect

After saving, your updated profile information will be reflected throughout the eCourtDate platform immediately. Your new name, phone number, or email will appear in assignments, message logs, and anywhere your profile details are displayed. Other users in your organization will also see the updated information.

Best Practices

  • Update your profile immediately when your contact information changes (phone number, email address) so notifications and assignments reach you.
  • Use your full, professional name to make it easy for colleagues to identify you in assignments and reports.
  • Review your profile periodically to ensure all details remain accurate, especially after organizational changes.
  • If you are assigned to clients, keep your phone number and email current so that merge tags like [AssignedUserPhone] and [AssignedUserEmail] display correct information in messages.

Frequently Asked Questions

Q: Will my contact details be visible to other users? A: Yes. Your profile information is visible to other eCourtDate users within your organization. This allows your team to contact you and ensures accurate assignment details.

Q: How often can I update my user profile? A: You can update your profile as frequently as needed. There is no limit on how often you can make changes.

Q: Can I change my login email from the profile page? A: Your login email is managed through your authentication provider. Changing the email in your profile may update your display email, but login credentials should be updated through your organization's identity provider or by contacting your Super Admin.

Q: Does updating my profile affect historical records? A: Profile updates apply going forward. Historical records (such as past messages and audit logs) may still display the name or details that were active at the time those records were created.

Troubleshooting

Issue: Changes do not appear after saving. Symptoms: You click Save but your old information still displays on the profile page or elsewhere in the platform. Solution: Refresh your browser page after saving. If the old information persists, try clearing your browser cache or logging out and logging back in. Contact your administrator if the issue continues.

Issue: Unable to access the Your Profile option. Symptoms: The user dropdown menu does not show Your Profile, or clicking it leads to an error. Solution: Verify you are logged in with an active user account. If your account has been deactivated or your session has expired, log out and log back in. Contact your Super Admin if you still cannot access your profile.

Related Articles

Editing your user profile keeps your personal information current across the eCourtDate platform, ensuring your team members and system notifications always have accurate contact details for you.

### Overview

Your user profile contains your name, phone number, email, and other personal details that are displayed throughout eCourtDate. Keeping this information up to date is important because it affects how your name appears in assignments, messages, and audit logs. You can update your profile at any time without needing administrator assistance.

### Prerequisites

- An active eCourtDate user account
- Access to the user dropdown menu in the top-right corner of the screen

### How-To Steps

#### Update Your Profile Information

1. Click your name or avatar in the top-right corner of the screen.
2. Select **Your Profile** from the dropdown menu.

![Your Profile option in the user dropdown menu](https://s3.amazonaws.com/ecdassets/images/articles/settings-your-profile.png)

3. Enter your updated information in the profile form fields (name, phone number, email, etc.).
4. Click the **Save** button to apply your changes.

![User profile form with editable fields](https://s3.amazonaws.com/ecdassets/images/articles/your-user-profile-form.png)

### What to Expect

After saving, your updated profile information will be reflected throughout the eCourtDate platform immediately. Your new name, phone number, or email will appear in assignments, message logs, and anywhere your profile details are displayed. Other users in your organization will also see the updated information.

### Best Practices

- Update your profile immediately when your contact information changes (phone number, email address) so notifications and assignments reach you.
- Use your full, professional name to make it easy for colleagues to identify you in assignments and reports.
- Review your profile periodically to ensure all details remain accurate, especially after organizational changes.
- If you are assigned to clients, keep your phone number and email current so that merge tags like `[AssignedUserPhone]` and `[AssignedUserEmail]` display correct information in messages.

### Frequently Asked Questions

**Q: Will my contact details be visible to other users?**
A: Yes. Your profile information is visible to other eCourtDate users within your organization. This allows your team to contact you and ensures accurate assignment details.

**Q: How often can I update my user profile?**
A: You can update your profile as frequently as needed. There is no limit on how often you can make changes.

**Q: Can I change my login email from the profile page?**
A: Your login email is managed through your authentication provider. Changing the email in your profile may update your display email, but login credentials should be updated through your organization's identity provider or by contacting your Super Admin.

**Q: Does updating my profile affect historical records?**
A: Profile updates apply going forward. Historical records (such as past messages and audit logs) may still display the name or details that were active at the time those records were created.

### Troubleshooting

**Issue:** Changes do not appear after saving.
**Symptoms:** You click **Save** but your old information still displays on the profile page or elsewhere in the platform.
**Solution:** Refresh your browser page after saving. If the old information persists, try clearing your browser cache or logging out and logging back in. Contact your administrator if the issue continues.

**Issue:** Unable to access the **Your Profile** option.
**Symptoms:** The user dropdown menu does not show **Your Profile**, or clicking it leads to an error.
**Solution:** Verify you are logged in with an active user account. If your account has been deactivated or your session has expired, log out and log back in. Contact your Super Admin if you still cannot access your profile.

### Related Articles

- [How to Manage Users](/how-to-manage-users)
- [How to Manage Roles Assigned to a User](/how-to-manage-roles-assigned-to-a-user)
- [Roles and Permissions](/roles-and-permissions)
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