Skip to main content

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.

Direct access

This page is outside the Account Settings tab list: open platform.vivin.app/profile directly 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, and your email delivery toggles) in the Account section of the settings shell.

Pair with other Account Settings tabs

Display name here feeds @mention threads and Audit Created by filters — keep it aligned after staff changes. Interface language, tab order, and per-user email toggles live on Personal Settings (/settings/personal), not on /profile. Admins manage teammates on Users. Section-to-doc pairing: My Profile section cross-reference. Hub tab matrix: Account Settings — Tab cross-reference.

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. Full pairing matrix: My Profile section cross-reference.

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. Full pairing matrix: My Profile section cross-reference.

  1. Use the direct profile URL while logged in: platform.vivin.app/profile.
  2. In the current layout, the left sidebar User section contains Account (Settings) and Logout only.
  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.

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. Full pairing matrix: My Profile section cross-reference.

FieldEditableDescription
First nameYesYour given name. Used in the header, notifications, and across the platform.
Last nameYesYour surname. Displayed alongside your first name.
EmailNoYour 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 and Support ticket assigned 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

A load-failure banner instead of the name form usually means connectivity — see Glossary — Settings and profile load failures before assuming permission loss. Full pairing matrix: My Profile section cross-reference.

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, and module tab order — 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.

Load failures — If your profile details cannot be fetched, the page shows We could not load your profile details right now. instead of the name form. Refresh the browser tab or sign in again after connectivity recovers. This is separate from the 403 permission message when Save profile is blocked. See Glossary — Settings and profile load failures.

Screenshot freshness

My Profile hint-link capture re-verified 2026-06-17 05:10 UTC (VIVIN_DOCS_BASE_URL=http://localhost:5173 VIVIN_DOCS_RECORD_API=$VITE_API_BASE_URL npx tsx tools/capture-docs-enrichment-media.ts).

My Profile — name form with Personal Settings link below Save profile

My Profile — personal details form in the management shell (read-only when the signed-in role forbids edits)

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 — refresh after staff turnover before month-end reviews. Full pairing matrix: My Profile section cross-reference.

  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)
  • 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. Full pairing matrix: My Profile section cross-reference.

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 this table when one My Profile topic naturally leads into another Account Settings tab, operator module, workflow, or concept — each row links to the docs you should read before or after saving identity fields.

| My Profile topic | Pair with these docs | | --------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Who can use it | Users and roles, Resetting a Management User Password | | Accessing My Profile | Deep Links — Profile routes, Interface Language | | Profile Fields | Personal Settings — Your email preferences, Preferences — Notifications | | Interface overview | Glossary — Settings and profile load failures | | Updating Your Profile | Bookings — Comments tab, Audit → Manual Blocks | | Permissions | Using in-app support, Users and roles | | Lockout catch-up after password recovery | Resetting a Management User Password, Getting Started — Lockout catch-up, Common Workflows — Lockout catch-up | | Pending manual receipt approval | Users and roles — Role permissions (Approve payments), Finance — Pending manual payments | | Reject/revert mistaken receipts | Payment Allocation — Correcting mistaken receipts, Finance — Row actions on in-payment rows | | Notification row-click navigation | Personal notification opt-out vs /notifications row-click | Account Settings — Notification row-click navigation, Common Workflows — Notification row-click navigation, Notifications module — Notification row-click navigation | | Payment alert to receivables triage | payment overdue after personal Payments filter | Account Settings — Payment alert to receivables triage, Common Workflows — Payment alert to receivables triage, Handling a Late Payment — Step 1 | | Confirmation alert triage | Upcoming alerts when personal opt-out hides rows | Account Settings — Confirmation alert triage, Common Workflows — Confirmation alert triage, Processing a New Booking — Step 5b | | Finance debt receivables triage | Portfolio Top debtors / Debt Aging after settings on this tab | Account Settings — Finance debt receivables triage, Common Workflows — Finance debt receivables triage, Finance module — Finance debt receivables triage | | Finance Income status drill-down | Income → In debt vs Debt Aging after settings on this tab | Account Settings — Finance Income status drill-down, Common Workflows — Finance Income status drill-down, FAQ — Finance Income status drill-down hub | | Cash flow forecast drill-down | Cash flow forecast month bars vs Income segments | Account Settings — Cash flow forecast drill-down, Common Workflows — Cash flow forecast drill-down, FAQ — Cash flow forecast drill-down hub | | Portfolio segmentation by tenant category | Tenant categories, Bookings — Other filters, Common Workflows — Portfolio segmentation |


Pair with other My Profile guide sections

Related below links this Account Settings tab to modules, workflows, concepts, and escalation paths. Pair Documentation map & escalation with Account Settings hub — Documentation map & escalation; pair Upstream & downstream workflows with Account Settings — Tab cross-reference. Topic-to-section pairing in sections above: My Profile section cross-reference. Full hub matrix: Account Settings — Section cross-reference.

Documentation map & escalation

Upstream & downstream workflows

Pair with other My Profile guide sections

Workflow bullets pair with Common Workflows — Workflow cross-reference for inter-guide step pairing. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Deeper workflow reads

Pair with other My Profile guide sections

Workflow reads pair with Common Workflows hub subsection index and Workflow cross-reference. Each workflow sub-guide reciprocates with [Deeper workflow reads](./user-profile.md#deeper-workflow-reads) anchors on Account Settings bullets — hub parity: Account Settings hub — Deeper workflow reads. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Pair with other My Profile guide sections

Operator modules

Pair with other My Profile guide sections

Deeper concept reads

Pair with other My Profile guide sections

Lockout catch-up after password recovery

Pair with other My Profile guide sections

Operational backlog after sign-in recovery pairs with Resetting a Management User Password before you resume display-name edits on /profile. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Pending manual receipt approval

Pair with other My Profile guide sections

Receipt approval pairs with Users and roles role assignments — Approve payments is not toggled on /profile. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Reject/revert mistaken receipts

Pair with other My Profile guide sections

Receipt cleanup pairs with Permissions — operators need Approve payments before Reject / Revert on Finance rows attributed to their display name. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Portfolio segmentation by tenant category

Pair with other My Profile guide sections

Segment filters pair with per-user Interface Language locale — operator UI language does not change tenant category labels in filters. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Notification row-click navigation

Pair with other My Profile guide sections

Personal Payments notification opt-out on this tab may hide your payment overdue rows — contrast with account-wide masters on Preferences — In-app notifications before row-click triage. Hub parity: Account Settings — Notification row-click navigation. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Payment alert to receivables triage

Pair with other My Profile guide sections

Profile notification toggles do not change portfolio debt — row-click payment overdue alerts into Bookings before month-end Finance → Overview reads. Hub parity: Account Settings — Payment alert to receivables triage. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Confirmation alert triage

Pair with other My Profile guide sections

Personal opt-outs do not approve team confirmation receipts — Upcoming alerts still need an operator with Approve payments on Bookings — Transactions. Hub parity: Account Settings — Confirmation alert triage. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Finance debt receivables triage

Pair with other My Profile guide sections

Profile locale does not change receivables KPIs — when Total Debt looks stale after password recovery, run lockout catch-up before trusting Finance → Overview. Hub parity: Account Settings — Finance debt receivables triage. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Handling a Late Payment collections

Pair with other My Profile guide sections

Profile locale does not change receivables KPIs — when Total Debt looks stale after password recovery, run lockout catch-up before trusting Finance → Overview Hub parity: Account Settings — Handling a Late Payment collections. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Finance Income status drill-down

Pair with other My Profile guide sections

Per-user notification opt-outs on Personal Settings do not hide Income chart segments — open Finance → Overview for segment drill-down. Hub parity: Account Settings — Finance Income status drill-down. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Cash flow forecast drill-down

Pair with other My Profile guide sections

After lockout catch-up, confirm Cash flow forecast month bars on Finance → Overview match Dashboard collections before filing support tickets. Hub parity: Account Settings — Cash flow forecast drill-down. Full pairing matrix: My Profile section cross-reference · Account Settings — Section cross-reference.

Key glossary terms

Pair with other My Profile guide sections

Module documentation hubs

Pair with other My Profile guide sections
  • 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 — Vivin-internal 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 (section cross-reference; hub)