Add your name and profile

Your name appears on every invitation, message and session you send from Paldar. If you signed up with only an email address, Paldar shows a name built from it, and participants may not recognise who is writing. This short step fixes that.

Before you start

• The name you want people to see.
• A photo, if you would like one on your profile.
• Your time zone, so emails and sessions arrive at sensible local times.

Set your name

1. Open Settings and choose Profile.
2. Under Identity, enter your First name and Last name.
3. Choose Upload beside Your photo to add a picture.
4. Check your Time zone.
5. Your changes save as you go.

The setup guide ticks this step once your name no longer looks like your email address.

Choose what your clients see

• Use the switches beside Email and Mobile to choose whether clients and your team can see them.
• Role title and Location appear on your profile.
• Public Profile holds what appears if you list your practice on the Atlas.

Change your sign-in email

1. Choose Change beside your email.
2. Enter the new address.
3. Confirm from the email Paldar sends to the new address.

Your sign-in email changes only after you confirm, so a typing mistake never locks you out.

One profile for every workspace

• Your name, photo and time zone belong to you, not to a workspace.
• If you join another team on Paldar, they see the same profile.
• Change it once here and every workspace you belong to shows the update.

What happens next

• Invitations you send from now on carry your name, see Invite your team.
• Participants see your name and photo on their sessions.

That is the last optional step in the setup guide.