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Profile information

Manage your personal account details and how you appear in Concord.

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Basic profile details

1

Open settings

Click your profile in the top right and select “Settings”.
2

Go to Profile tab

In the settings modal, the Profile tab shows your account information.
3

View your details

See your current profile information including name, email, and avatar.

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Profile information

Display name: Your name as it appears to other team members in your workspace Email address: Your login credentials (managed through your organisation’s account settings) Profile avatar: Your profile picture displayed in the interface

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Updating your profile

Name changes:
  • Update how your name displays to other team members
  • Changes appear immediately across all Concord interactions
  • Your display name appears in chat history and platform actions
Avatar updates:
  • Upload a new profile picture or choose from default options
  • Recommended size: 400x400 pixels for optimal display
  • Supported formats: JPG, PNG, GIF
Email address changes are managed through your organisation’s account administrator. Contact your account manager if you need to update your login email.

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Display preferences

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Theme selection

Choose between light and dark mode to match your preference and working environment. Light mode:
  • Clean, bright interface optimal for well-lit environments
  • High contrast for easy reading during daytime work
  • Standard color scheme for reports and charts
Dark mode:
  • Reduced eye strain for extended screen time
  • Better for low-light working conditions
  • Darker interface with maintained readability
1

Access theme toggle

Look for the theme switcher in your profile settings or top navigation.
2

Select preference

Choose between light and dark mode based on your working style.
3

Apply immediately

Theme changes take effect instantly across all Concord interfaces.

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Interface preferences

Dashboard layout: Your preferred view for campaign and performance data Notification timing: When you receive updates about campaign changes and platform actions Report formats: Default settings for generated reports and analytics exports

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Account security

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Authentication

Your account security is managed through enterprise-grade authentication:
  • Single sign-on (SSO): Secure login through your organisation’s identity provider
  • Multi-factor authentication: Additional security layers as configured by your organisation
  • Session management: Automatic logout after periods of inactivity for security

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Password and access

Account security settings including password changes are managed through your organisation’s authentication system, not within Concord directly.
For any account access issues:
  1. Try your organisation’s standard password reset process
  2. Contact your IT administrator for authentication problems
  3. Reach out to your Concord account manager for platform-specific access issues

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Workspace context

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Organisation association

Your profile is tied to your organisation’s Concord workspace:
  • Single organisation: You belong to one workspace without switching capability
  • Consistent access: Same campaigns, brands, and data across all sessions
  • Role-based permissions: Your assigned role (Admin, Trader, Viewer) determines available features
  • Shared collaboration: Work alongside other team members in the same workspace environment

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Data and privacy

Personal information:
  • Profile details are visible only to team members within your organisation workspace
  • Your interaction history and preferences are private to your account
  • Display name and avatar appear in collaborative features like chat history and platform actions
Data retention:
  • Profile information and preferences are maintained while you have active access
  • Account data follows your organisation’s data retention policies
  • Personal settings and customizations persist across login sessions

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Best practices

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Profile optimization

Professional appearance:
  • Use a clear, professional photo for your avatar
  • Keep your display name consistent with how colleagues know you
  • Ensure your profile reflects your current role and responsibilities
Privacy considerations:
  • Choose profile information appropriate for your team environment
  • Consider what details are helpful for collaboration versus personal privacy
  • Remember that team members can see your display name and avatar in shared spaces

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Security awareness

Account protection:
  • Follow your organisation’s security policies for authentication
  • Report any suspicious account activity to your IT administrator immediately
  • Keep your profile information current for security communications
Best practices:
  • Log out when using shared computers
  • Don’t share login credentials with others
  • Update your profile if your role or contact information changes
Your profile settings enhance collaboration with your team. Choose a professional avatar and clear display name to help colleagues identify you in chat history, platform actions, and other shared features.
Profile changes (name, avatar) are visible to all team members in your workspace. Email and security settings are managed through your organisation’s account administration.