The Profile section isn't a formality - several fields directly shape how your reports look.
The fields and their use
•Name - account identification; visible in the app header and report details,
•Company - per the field's caption: used in PDF report headers. If you send reports externally, fill it in before your first export,
•Role - your position in the organization (context in reports),
•Photo - JPG or PNG, max 2 MB,
•Email address - sign-in and notifications (changing it).
For the Agency plan
Company data gains extra weight: it feeds the white-label reports - the documents your client receives under your brand (how it works). A complete profile = a professional report with no manual touch-ups.
Privacy
Profile data serves solely to operate your account and personalize reports - full rules in the Privacy Policy and the Security and your data category.
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