Editing Your Profile

Editing Your Profile

Your profile contains personal information that helps other organization members identify and contact you. You can update your profile at any time to keep your information current.

Accessing Your Profile Settings

To access your profile settings:

  1. Click your name or avatar in the top navigation bar
  2. Select Edit Profile from the dropdown menu

This opens the profile editor where you can update all your personal information.

Profile settings page

Updating Your Name

Your name appears throughout Boardwise wherever you are mentioned, including meeting attendee lists, action item assignments, and activity logs.

To update your name:

  1. Edit the First Name field with your given name
  2. Edit the Last Name field with your family name (optional)
  3. Click Save to apply your changes

Your first name is required. Your last name is optional but recommended to help others identify you clearly.

Changing Your Email Address

Your email address is used for:

  • Signing in to Boardwise
  • Receiving meeting announcements and notifications
  • Calendar invitations

To change your email:

  1. Enter your new email address in the Email field
  2. Click Save to apply the change

Your email will be visible to everyone you share a board or committee role with, so use an address you are comfortable sharing with colleagues.

Adding Secondary Email Addresses

You can add additional email addresses to your account. This allows you to accept invitations sent to any of your email addresses without creating a separate account.

To add a secondary email:

  1. Scroll to the Secondary Email Addresses section
  2. Enter the email address you want to add
  3. Click Add Email
  4. Check your inbox for a verification email and click the link to verify

Once verified, you can use that email to sign in and accept invitations. For detailed information about managing multiple email addresses, see Secondary Email Addresses.

Adding a Phone Number

You can add a phone number to make it easier for other members to reach you.

To add or update your phone number:

  1. Enter your number in the Phone Number field
  2. Use the format displayed in the placeholder, or include a country code for international numbers
  3. Click Save to apply your changes

Your phone number will be visible to everyone in your organization.

Setting Your Timezone

Setting the correct timezone ensures that meeting times display accurately for you throughout Boardwise.

To set your timezone:

  1. Select your timezone from the Time Zone dropdown
  2. Click Save to apply the change

Boardwise may automatically detect your timezone when you sign in. If meeting times appear incorrect, check that your timezone setting matches your current location.

Uploading an Avatar

Your avatar appears next to your name in various places throughout Boardwise, making it easier for others to identify you at a glance.

To upload an avatar:

  1. Click the Choose File button in the avatar section
  2. Select an image from your device
  3. Click Save to upload and apply your new avatar

Image requirements:

  • Format: PNG or JPG
  • Maximum dimensions: 1000 pixels wide and 1000 pixels tall
  • Square images work best to avoid cropping

If you do not upload an avatar, Boardwise displays your initials instead.

Writing a Biography

Your biography provides context about your background, role, or expertise. Other organization members can view your biography when they visit your profile.

To add or edit your biography:

  1. Enter your text in the Biography field
  2. Use the formatting toolbar to add headings, lists, or links if desired
  3. Click Save to apply your changes

Consider including information such as:

  • Your professional background
  • Your role on the board or committee
  • Areas of expertise relevant to your organization
  • Contact preferences

Additional Settings

Language

Select your preferred language from the Language dropdown to display Boardwise in that language.

When you create your account, Boardwise starts in the language your browser asks for, if it is one Boardwise offers, and in English otherwise. Change it here at any time. Your choice also sets the language of the email Boardwise sends you.

Display Theme

Choose between Light and Dark themes to match your visual preference.

What Information Is Visible to Others

Different profile information has different visibility:

Information Who can see it
Name Everyone in organizations you belong to
Avatar Everyone in organizations you belong to
Biography Everyone in organizations you belong to
Email People who share a board or committee role with you
Phone number Everyone in your organization
Timezone Only you (affects how times are displayed)
Language Only you (affects interface language)
Display theme Only you (affects interface appearance)

Organization administrators may be able to view additional profile information for administrative purposes.

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