My Profile

The My Profile page lets you view and manage your own account information — your name and email as displayed across the platform. This is separate from Users, which manages team members and their permissions.

First-time workspace setup

Update My Profile (/profile) any time after step 3 Users — display names feed @mention threads and Audit filters; optional during Getting Started — Recommended Setup Sequence steps 1–12. Per-user locale and notification opt-outs live on Personal Settings (/settings/personal). Full tab map: Recommended setup order. Workflow pairing after go-live: Account Settings — Setup sequence after go-live.

Finding your way in this guide

Edit display fields in Profile Fields and save from Updating Your Profile. Access issues: Permissions. Locale and email toggles are on Personal Settings — not /profile. Habit-specific shortcuts live under Related below.

Direct access

This page is outside the Account Settings tab list: open platform.vivin.app/profile directly, from the header user menu → My Profile, or from in-product links that point to /profile. It is not the same URL as Personal Settings under Account Settings (/settings/personal), where per-user preferences live (interface language, tab order, Operations ticket columns, and your email delivery toggles) in the Account section of the settings shell.

Ask AI Chat

Not sure how to reach My Profile? Ask AI Chat “Where do I open My Profile to update my display name?” — then open the header user menu → My Profile (ai-chat-product-context-profile-reply.png, ai-chat-product-context-profile-flow.mp4). The assistant typically says Top right menu → My Profile and keeps locale / email toggles on Personal Settings. For language and notification toggles specifically, ask “Where do I open Personal Settings to change my interface language and email notification toggles?” (ai-chat-product-context-personal-settings-reply.png, ai-chat-product-context-personal-settings-flow.mp4) — the assistant typically says Profile → Personal Settings or Settings → Personal Settings.

Pair with other Account Settings tabs

Display name here feeds @mention threads and Audit Created by filters — keep it aligned after staff changes. On Manual Blocks, Created by stays open while you add a second teammate. Interface language, tab order, Operations ticket columns, and per-user email toggles live on Personal Settings (/settings/personal), not on /profile. Admins manage teammates on Users. Hub: Recommended setup order.

Who can use it

Pair with other My Profile sections

Saving name changes requires an accepted API update for your user — when Save profile returns 403, admins adjust roles on Users and roles or use Resetting a Management User Password for sign-in recovery.

Any signed-in management user can open /profile. Saving name changes requires the API to accept an update for your user (most roles can edit their own profile; a 403 means your role blocks profile edits — see Permissions below). This page is separate from Account Settings tabs, which are gated by granular keys such as account_settings.general_information — see Users and roles.

Accessing My Profile

Pair with other My Profile sections

/profile is outside the Account Settings tab list — bookmark routes from Deep Links — Profile routes and send operators to Personal Settings (/settings/personal) for locale and notification opt-outs.

1. Open the header user menu (top right) and choose My Profile, or use the direct URL while logged in: platform.vivin.app/profile.
2. In the current layout, the left sidebar User section shows Settings and Logout — My Profile is on the header menu, not that sidebar list.
3. Use this page to update your first and last name only. Interface language is configured under Account Settings → Personal Settings (/settings/personal), not on My Profile.

Walkthrough: ask AI Assistant where to open My Profile, then use the header user menu → My Profile.

Walkthrough: ask AI Assistant where to open Personal Settings for language and email toggles, then open Profile → Personal Settings or Settings → Personal Settings.

Profile Fields

Pair with other My Profile sections

Email stays read-only here — per-user Payment notification emails and Service subscription emails live under Personal Settings — Your email preferences behind the account Preferences — Notifications master.

Field	Editable	Description
First name	Yes	Your given name. Used in the header, notifications, and across the platform.
Last name	Yes	Your surname. Displayed alongside your first name.
Email	No	Your login email. Email changes are not supported in this flow.

info

Email updates are not currently supported from the My Profile page. If you need to change your email address, contact your administrator or a Super Admin.

Payment notification emails, Support ticket assigned, Maintenance ticket assigned, and Service subscription emails are not configured on this page. Use Account → Personal Settings (/settings/personal) for your own opt-in/opt-out, and Preferences for the account-wide Receive payment notifications switch — both account and personal payment toggles must be on for you to receive payment messages.

Interface overview

Pair with other My Profile sections

If the name form does not appear, refresh the browser tab or sign in again, and see Glossary — Settings and profile recovery before assuming permission loss.

The page is a simple form in the main workspace: first name, last name, and read-only email. A primary Save profile action persists name changes. Below the form, a short note links to Personal Settings (/settings/personal) for interface language, your email delivery toggles, module tab order, and Operations ticket columns — those preferences are not edited on /profile.

The surrounding app shell matches other management pages (sidebar and main content). When your role cannot edit profile fields, the form stays read-only and the app shows a short notice instead of Save profile — see the Permissions caution below.

If your profile details do not appear, refresh the browser tab or sign in again. This is separate from the permission message when Save profile is blocked. See Glossary — Settings and profile recovery.

Updating Your Profile

Pair with other My Profile sections

Saved display names feed @mention on Bookings — Comments tab and Created by on Audit → Manual Blocks (stays open while you add a second teammate) — refresh after staff turnover before month-end reviews.

1. Open platform.vivin.app/profile while logged in.
2. Edit First name and Last name as needed.
3. Click Save profile.

Validation: both name fields are required (trimmed). Empty first or last name shows an inline error and does not call the API. On success, a green Profile updated successfully message appears; on failure, a red alert explains the problem (permission denied vs generic save error).

Your changes take effect immediately in the signed-in session. The updated name is used anywhere the product shows the operator who performed an action, including:

• Sidebar user section and booking attribution (Created by, Change history on Listings)
• Audit → Manual Blocks Created by filter and column when you create availability holds
• @mention autocomplete on booking Internal Notes (see Bookings > Internal Notes tab); you can edit your own notes in place (teammates cannot rewrite your words)
• Operations tickets and internal timelines that record the acting user

Email and password are not changed here. For sign-in password resets, use Resetting a Management User Password (self-service from the login screen when your account allows it).

Walkthrough: open My Profile, edit name fields, and Save profile (email stays read-only).

Permissions

Pair with other My Profile sections

When Save profile is blocked, file Using in-app support or ask a Super Admin on Users and roles to adjust the role matrix.

Permissions

If you see You do not have permission to update profile details, your role blocks profile edits. Contact a Super Admin or administrator to change your name in Users or to adjust your role. The form fields may still appear, but Save profile will not persist.

My Profile section cross-reference

Use the sections above for this settings area. Related setup pages are linked from Related below when present, or from Account Settings.

Related

Pair with other My Profile guide sections

Related below links this Account Settings tab to modules, workflows, concepts, and escalation paths.

Documentation map & escalation

• Account Settings hub — Tab pairing matrix across workspace configuration
• Deep Links — Profile routes — Bookmarkable /profile after access is restored
• Getting Started — Accessing the Platform — First sign-in before opening /profile
• Glossary — Settings and profile recovery — Recovery notes in Interface overview
• Using in-app support — File a Vivin ticket when profile edits are blocked by permissions

Upstream & downstream workflows

• Resetting a Management User Password — Self-service recovery when you cannot open /profile
• Notification triage — Clear payment alerts after you restore access and update notification preferences (Step 4 when a payment overdue row brought you here)
• Notifications — Payment overdue alerts (in-app) — Operator Payments category rows when scheduled charges are overdue after you restore profile access
• Portfolio KPI review — Month-end reconciliation when a renamed display name should match Audit Created by filters
• Handling a Late Payment — Step 1 — Identify overdue charges when payment alerts arrive after you restore profile access and a payment overdue row-click brought you here
• Managing a Check-out & Deposit Refund — Operator profile distinct from tenant IBAN collection during deposit refund

Deeper workflow reads

See Upstream & downstream workflows above for the same guides.

Related Account Settings tabs

• Users — Manage team members and their roles (admin only)
• General Information — Company identity and branding settings
• Interface Language — Personal locale on /settings/personal (distinct from /profile identity fields)
• Interface Language — Your in-app notifications — Per-user category opt-outs after you restore access
• Preferences — Notifications — Account-level payment notification switches that complement per-user email toggles
• Emails — Communication Rules — Account communication rules paired with per-user email toggles on Interface Language
• Subscription — Billing contact when your profile email must stay read-only but card-on-file needs updating

Operator modules

• Bookings — Comments tab — @mention autocomplete uses your display name on internal threads
• Audit → Manual Blocks — Created by filter and column after staff turnover (Created by stays open; Manual block hygiene)
• Audit — Discounts tab — Created by on manual blocks and discount reasons after staff turnover
• Operations module — Ticket assignee and timeline attribution when your display name changes
• Inbox module — WhatsApp thread headers and assignee labels after a display-name change

Deeper concept reads

• Integrations & Distribution — Personal profile settings do not configure marketplace credentials — use Account Settings → Integrations
• Tenant Portal — Display name on /profile may appear on outbound WhatsApp messages and internal @mention threads
• FAQ — Tenant contract signing blocked — No PDF yet, mandatory Your Details gates, category locks, or Lease purpose; portal signing vs paper upload on Contract Info
• Payment Allocation — Two-layer receipts, invoiced-floor rent edits, and credit note reject/revert warnings
• Booking Lifecycle — Computed Upcoming → Ongoing → Ended / Canceled status model, list filters, and Timeline

Operator habit hubs

Day-to-day operator habits (lockout catch-up, pending receipts, payment triage, handoffs, and related playbooks) live on the Common Workflows habit hub.

Deep-link anchors for habit hubs

Lockout catch-up after password recovery

Pending manual receipt approval

Reject/revert mistaken receipts

Portfolio segmentation by tenant category

Notification row-click navigation

Payment alert to receivables triage

Confirmation alert triage

Finance debt receivables triage

Handling a Late Payment collections

Finance Income status drill-down

Cash flow forecast drill-down

Key glossary terms

• Manual unavailability (manual block) — Blocks you create on unit calendars appear under your name in Audit
• Glossary — End-of-Booking cost split — Charge Time → End of Booking splits daily overage across every occupied unit; still-staying roommates stay in the denominator
• Glossary — Change history — Operator-initiated edits on Listings setup and Bookings Changelog; create-time defaults excluded
• Glossary — Archived booking ledger visibility — Delete Booking hides manual/provider_platform rows on Finance → Transactions; vIBAN and credit card stay visible
• Glossary — Finance tenant category cache refresh — Recategorizing a tenant updates booking.tenantCategoryId immediately; ledger tabs reflect it on reload, while Overview can lag up to ~10 minutes
• Glossary — SIMAR water contract ID — SIMAR (Loures e Odivelas) water bills use Cód. Local in Connections — not Nº de Contador; leading zeros stripped
• Glossary — Full term list

Module documentation hubs

• My Profile — Operator identity at /profile (this page)
• Utilities module — Bills Included ceiling model, Connections, AI bill upload, and tenant overage charges on payment plans (hub)
• Operations module — Maintenance tickets, cash flows, check-in/out coordination, Draft ticket queues, and linked cash flows (hub)
• Dashboard module — Post-login Today, Total debt, Vacant Units, and forecast KPI snapshot with bell notification triage (hub)
• Analytics module — Month-range portfolio KPI charts (Overview, Revenue, Occupancy, ADR, RevPAR, Maintenance) with rankings and heatmaps (hub)
• Listings module — Property wizard, Channels tab, Archived inventory, and unit management (hub)
• Properties workspace — Legacy /properties URL redirects into Listings (hub)
• Booking engine details — Rich marketplace payload editor via the Full integration pill (hub)
• Finance module — Portfolio ledgers (Overview, Income, Contract Values, Transactions, Payouts, Deposits) with payment approval and deposit settlement (hub)
• Tenants module — Tenant directory, profile sidebars, With Debt segmentation, and table expand for linked bookings (hub)
• Sales module — Portfolio availability, monthly rent editing, and channel manager connections (hub)
• Inbox module — Portfolio-wide WhatsApp workspace with Dashboard bell Inbox sub-tab deep links (hub)
• Notifications module — Full /notifications history with search, filters, and row-click navigation (hub)
• AI Chat module — AI Assistant using Landlord MCP tools for portfolio Q&A (hub)
• Audit module — Portfolio-wide Manual Blocks and Discounts contract-value review (hub)
• Account Settings — Workspace-wide financial policies, templates, integrations, and operational defaults (hub)
• API Reference hub — Partner HTTP contracts, Swagger onboarding, and partial vs full feeds (hub)
• AI usage API — Refresh management JWT after Resetting a Management User Password — Step 3 before polling GET /ai-usage