Updating Your Profile Information

Feature Overview

The Profile page allows you to keep your personal account details current — including your display name and email address. Your name appears in reports, audit logs, and comment cards attributed to your account, so keeping it accurate helps your management team track activity correctly.

Prerequisites / Requirements

• You must be logged in and on your Profile page. See Accessing Your Profile for navigation steps.

Step-by-Step Guide

1. On the Profile page, click into the Name field.
2. Clear the existing name and type your updated name.
3. Click anywhere outside the field or press Tab to move to the next field. Changes are saved automatically — no Save button is needed.
4. To update your email address, click into the Email field, clear the current address, and type your new email.
5. Click outside the field to save. Your new email address will now be used for all Katalyst notifications and account communications.

Common Troubleshooting / FAQs

Q: I updated my name but reports still show my old name. Reports that were generated before the name change will continue to show the old name for historical accuracy. Only new reports and activity recorded after the update will reflect the new name.

Q: My email address change is not being accepted. Ensure the new email address you are entering is in a valid format (e.g., [email protected]) and is not already associated with another Katalyst account. If you receive an error message, contact Katalyst support for assistance.