My Profile

Overview

My Profile lets you review and update personal and professional information associated with your account.

Why My Profile Exists

It ensures your organization has up-to-date contact information, professional details, and skills on file. It also helps your coworkers find your correct contact information and recognize you across the platform.

When You Might Use My Profile

• When you first join the company and need to complete your profile.
• When you change your phone number, address, or emergency contacts.
• When you want to update your profile picture.
• When you learn a new professional skill or language.

How to Access My Profile

1. Sign in to Optima Orbit.
2. Locate your profile/avatar in the top-right corner.
3. Click the profile/avatar.
4. The personal workspace menu opens.
5. Select My Profile.
6. The My Profile page opens.

Understanding the My Profile Page

The page is organized into the following main sections:

• Profile Header Card: Displays your current profile picture, name, job title, and department. You can upload a new picture from here.
• Personal Information: Contains your name, bio, date of birth, gender, and full mailing address.
• Professional Details: Shows your job title, department, employee ID, hire date, and employment type.
• Agent Skills: Allows you to list your professional skills and language proficiencies (rated 1 to 10).
• Assigned Territories: Allows you to define geographic coverage areas you are responsible for.
• Contact Information: Contains links to your professional websites (GitHub, LinkedIn, Twitter) and your WhatsApp number.
• Emergency Contacts: Stores the name and phone number of a trusted contact to use in an emergency.
• Application Settings: Let you configure your preferred language, timezone, and which types of notifications you receive (Email, In-App, SMS).
• Security: Displays your Two-Factor Authentication (2FA) status.

Fields and Controls

Personal Information

Field / Control	What It Means	Required?	Editable?	What Should I Enter?
Full Name	Your complete name	Yes	Yes	First and last name.
Phone Number	Your primary contact number	No	Yes	Your active mobile or work phone number.
Bio	A short description about yourself	No	Yes	A sentence or two about your role or interests.
Date of Birth	Your birthday	No	Yes	Select from the date picker.
Gender	Your identified gender	No	Yes	Select Male, Female, Other, or Prefer not to say.
Mailing Address	Your home or physical address	No	Yes	Enter Street, City, State, Country, and Zip Code.

Professional Details

Field / Control	What It Means	Required?	Editable?	What Should I Enter?
Job Title	Your official role	No	Yes	E.g., Software Engineer, Account Executive.
Department	The team you belong to	No	Yes	E.g., Engineering, Sales, HR.
Employee ID	Your company identifier	No	Yes	Your assigned employee ID.
Hire Date	When you joined the company	No	Yes	Select from the date picker.
Employment Type	Your contract status	No	Yes	Full-time, Part-time, Contract, or Internship.

Contact Information

Field / Control	What It Means	Required?	Editable?	What Should I Enter?
Website	Your personal or portfolio website	No	Yes	E.g., https://yourwebsite.com
GitHub	Your GitHub profile	No	Yes	E.g., github.com/username
LinkedIn	Your LinkedIn profile	No	Yes	E.g., linkedin.com/in/username
Twitter	Your Twitter handle	No	Yes	E.g., @username
WhatsApp Number	Your WhatsApp contact	No	Yes	Only numbers (1-15 digits) including country code.

Emergency Contacts

Field / Control	What It Means	Required?	Editable?	What Should I Enter?
Contact Name	Who to call in an emergency	No	Yes	Name of a spouse, parent, or trusted friend.
Contact Phone	Their phone number	No	Yes	A valid phone number where they can be reached.

Application Settings

Field / Control	What It Means	Required?	Editable?	What Should I Enter?
Preferred Language	Your language for the UI	No	Yes	English, Spanish, French, or German.
Timezone	Your local timezone	No	Yes	Used for formatting dates/times across the app.
Notification Preferences	How you want to be alerted	No	Yes	Toggle checkboxes for Email, In-app (push), and SMS.

What Information Can Be Changed?

Almost all fields on the My Profile page are editable directly by you. This includes your contact details, bio, and profile picture. The only restriction is that your WhatsApp Number must only contain numeric digits up to 15 characters.

What Information Cannot Be Changed?

Currently, there are no read-only fields on this screen, giving you full control over your profile record. Note: Two-Factor Authentication (2FA) is currently read-only as the setup module is coming soon.

How to Update Your Profile

1. Open My Profile.
2. Locate the information you want to update (e.g., your Phone Number).
3. Change the text in the editable field.
4. Review the information.
5. Click the Save Changes button in the top right corner. (If using a mobile device, use the Save button on the bottom action bar).
6. Wait for the update to complete.
7. A green success message saying "Profile updated successfully" will appear at the top.

Profile Picture / Avatar

You can upload a custom picture to replace the default user icon.

• Hover over your existing picture and click the Camera icon, or click the Change Picture button.
• Select an image file from your computer.
• The image will immediately appear as a preview.
• Important: The image is not saved until you click Save Changes at the top of the page.

Managing Skills and Territories

Unlike standard profile fields, Agent Skills and Assigned Territories save instantly when you add or delete them.

To add a skill:

1. Click Add Skill.
2. Enter the skill name and select a proficiency level (1-10).
3. Click Add Skill in the modal.

To delete a skill:

1. Hover over the skill card.
2. Click the red trash can icon.
3. Confirm the deletion.

Validation and Common Errors

WhatsApp Number Error

If you try to enter letters or symbols into the WhatsApp Number field, or exceed 15 characters, you will receive an error: WhatsApp number must be 1-15 digits (no special characters or letters). To fix this, remove any spaces, dashes, or plus signs from your number.

Update Profile Flowchart

How Profile Information Is Used Elsewhere

Your profile picture, full name, and job title appear in the top-right corner dropdown across the entire application. Other users may see your information in team directories or when you are assigned to a task.

Permissions and Access

By default, all authenticated users have access to their own My Profile page. No special organizational permissions are required to edit your own details.

My Profile vs My Preferences

• My Profile controls information about you as a person and professional (e.g., name, phone, bio, skills).
• My Preferences controls how the application behaves for you (e.g., sidebar layout, dock mode).

Troubleshooting

My profile picture didn't save. Did you upload the file but forget to click Save Changes? Uploading the picture only previews it; you must save the form to confirm.

I cannot enable 2FA. The 2FA feature is currently under development. Clicking "Enable 2FA" will show a "coming soon" alert.

Technical Reference

This section is for developers and support engineers troubleshooting the My Profile feature.

• Component: ProfilePage.tsx (src/routes/ProfilePage.tsx)
• Route: /profile
• State Management: Uses local React state const [profile, setProfile] initialized by a fetch effect.
• API Endpoints:
  • GET /user/profile (Load profile data)
  • PUT /user/profile (Save profile data)
• Agent Service Integrations: Skills and Territories are managed via agentService.ts.
  • Adding/deleting skills or territories triggers immediate backend requests (agentService.createSkill, agentService.deleteSkill) rather than batching with the main profile save.
• Image Handling: The profile picture uses an <input type="file" accept="image/*">. On change, it is converted to a base64 string using FileReader.readAsDataURL() and sent within the PUT payload under profile_picture_base64.
• Validation Constraints: The frontend actively scrubs non-digit characters from whatsapp_number during onChange and applies a slice(0, 15). On submit, a regex /^\d{1,15}$/ enforces the final check.
• Mobile Support: Mobile view automatically shows a <MobileActionBar> with "Back" and "Save" buttons that trigger form submission using event dispatching.

My Profile — the whole screen, showing which parts of your record you can edit yourself.

Personal Information — your own record. Names and contact details are blurred in this documentation.