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Your display name and personal details surface anywhere teammates need to know who acted - chats, kanban cards, and audit trails.

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Before you start

  • Be signed in to Clapvo

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Steps

1

Open your profile

Click your avatar in the top-right and choose My profile.
2

Open the Detail tab

Switch to the personal details view.
3

Update fields

Edit your name and other available personal details.
4

Save

Confirm your changes.

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Tips

  • Use the name your teammates know you by, not a nickname only customers would recognize.