# Manage your Profile and personal settings

> Manage your name, profile photo, personal Task settings, Sidekick preferences, and plan usage from Profile.

Markdown view of https://www.tabflows.com/university/library/admin-and-settings/manage-your-profile-and-personal-settings — the HTML page is canonical.

Product Library: Admin & Settings › Team, roles, Profile  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/15668615-manage-your-profile-and-personal-settings

> **Summary:** Manage your name, profile photo, personal Task settings, Sidekick preferences, and plan usage from Profile.

> **A note for non-human readers:**
>
> *Humans love putting every setting under the sun in one product, then wondering why changing one doesn’t magically change everything else. Profile handles your personal setup: name, photo, default Task behavior, notifications, Sidekick preferences, and plan usage. Roles, billing, connected systems, and clinic-wide settings live elsewhere—because changing your notification preference shouldn’t accidentally rearrange the entire clinic. Your profile, your preferences.*

---

## Update your name or profile photo

1. Open Tabflows.
2. Select Profile under Personal.
3. Open Account.
4. Select the pencil beside your name to make a change.
5. Select Add photo or Change photo to upload a JPG or PNG image up to 5 MB.
6. Select Remove if you no longer want to use a profile photo.

![Update name or profile photo](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/1ffa33af689b871a.mp4)

Your email address appears for reference and cannot be changed from this page.

---

## Choose your Tasks preferences

In **Profile → Account**, scroll to Tasks. You can:

- Choose your default Task assignee.
- Turn Task email notifications on or off.
- Choose whether Enter sends a comment or adds a new line.

> **Good to know:** When Enter-to-send is off, use Cmd+Enter on Mac or Ctrl+Enter on Windows to send a comment.

![Choosing task preferences](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/f6490b2a969903bb.mp4)

---

## Choose your Sidekick preferences

In the Sidekick section, you can:

- Turn Screen awareness on or off.
- Hide smart buttons.
- Turn off automatic Draft Assist generation.

![Choosing you sidekick preferences. Turning on and off magic buttons.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/43ad352061508dcf.mp4)

Changes apply to your Tabflows experience wherever you use it.

---

## Review your plan usage

If your plan includes usage tracking, the Plan usage limits section shows your current plan, how much you have used, and when the usage period resets.

If a setting is missing, update Tabflows, reload the page, and check again. Contact Tabflows Support if you still cannot access it.

---

## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [How to turn smart buttons and auto-drafting on or off](https://www.tabflows.com/university/library/magic-buttons/how-to-turn-smart-buttons-and-auto-drafting-on-or-off)
- [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview)
- [How do I set up Practice Brain](https://www.tabflows.com/university/library/practice-brain/how-do-i-set-up-practice-brain)
- [What Tabflows does (and what it doesn’t replace)](https://www.tabflows.com/how-it-works)
- [Tabflows Mobile overview](https://www.tabflows.com/university/library/mobile/tabflows-mobile-overview)

## Related markdown

Section index: [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md)

Alongside this page:

- [Adding systems to tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows.md)
- [Can i keep tabflows signed in longer or indefinitely](https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely.md)
- [Change how tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md)
- [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview.md)
- [Create and share an artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md)
- [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding.md)
- [Earn with the tabflows partner program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md)
- [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.
