Countercyclical Docs
  • Welcome to Countercyclical
  • Guides
    • Terminology
    • Platforms
    • Integrations
      • Airbyte
      • Google Drive
      • Google Sheets
      • Zapier
  • Fundamentals
    • Workspaces
    • Navigation
      • Command Palette
      • Exploration & Recents
      • List vs. Grid View
      • Quick Actions
    • Search
      • Filters
      • Companies
        • Charts
      • Economic Data
      • Model Syncing
    • Investments
      • Tabs
        • Overview
        • Analysis
        • Valuations
      • Actions
      • Comments
      • Invitations and Sharing
        • Share
      • Quick Versioning
    • Valuations
      • Sensitivity Analysis
      • Assumptions
    • Memos
      • Sources
    • Teams
    • Pipelines
    • Profile
    • Settings
      • Account
        • General
          • Connected Accounts
            • Google Sheets
            • Google Drive
        • Preferences
        • Notifications
        • Sessions
        • Account Security
        • Plans
      • Workspace
        • General
        • Advanced
          • Access
          • Identity
          • Appearance
          • Usage
          • Developers
        • Permissions
        • Integrations
        • Workspace Security
          • SAML SSO
          • Audit Logs
        • About
  • Use Cases
    • For Analysts
    • For Research Teams
    • For Organizations
    • For Education
  • Developers
    • Getting Started
    • Authentication
    • Rate Limiting
    • Versioning
    • Endpoints
      • Investments
      • Valuations
      • Memos
      • Teams
      • Assumptions
      • Pipelines
    • Webhooks
  • Extras
    • Security
    • Billing
    • Imports
      • Formatting Guide for Imports
    • Exports
      • Export User Data
    • Enrichment Data
    • Troubleshooting
  • Links
    • Website
    • Dashboard
    • Request a Demo
    • LinkedIn
    • Twitter / X
    • Dribbble
Powered by GitBook
On this page
  • Accessing Your Profile
  • Profile Information
  1. Fundamentals

Profile

Quickly access & manage your profile information.

Your Profile allows users to manage their information and visibility on certain resources in the workspace.


Accessing Your Profile

To view or edit your profile:

  1. Click on the Profile button in the bottom-left of the sidebar.

The profile page is divided into several sections to help you manage different aspects of your account efficiently.


Profile Information

Your Profile Information contains personal details that help identify you within the platform.

Fields

  • Role / Title: Your professional role or title, visible to team members (optional).

How to Update Profile Information

  1. Navigate to the Profile Information section.

  2. Edit the fields you'd like to change.

  3. Make your changes and click Save Changes to confirm.


PreviousPipelinesNextSettings

Last updated 5 months ago

Have any questions or feedback? Please reach out to us at

feedback@countercyclical.io