Profile
Set your display name, profile picture, and link your account to a CRM contact record.
Your Profile is the personal settings page that every Aggrandize user has — Owner, Admin, or Member. It's where you control how you appear to your teammates in the CRM and how your user account connects to the contact graph.
Where to find it
Open Settings → Profile. Unlike most other Settings cards, Profile is visible to everyone in the org — including Members. There's no role gating here; it's your account, not an org-level setting.
Profile
Manage your profile picture, display name, and linked contact
Profile Picture
JPG, PNG or WebP. Max 2MB.
Personal Information
devon@northwindarch.example
Managed by your identity provider
Linked Contact
Link your account to a CRM contact record
The page has three stacked cards: Profile Picture, Personal Information, and Linked Contact — followed by a Save Changes button at the bottom.
Profile picture
The avatar is what your teammates see next to your name everywhere in the CRM: the sidebar header, the Members page, comments and notes, activity-log entries, the assistant's "you" attribution, and email-related panels.
Profile
Manage your profile picture, display name, and linked contact
Profile Picture
JPG, PNG or WebP. Max 2MB.
Personal Information
devon@northwindarch.example
Managed by your identity provider
Linked Contact
Link your account to a CRM contact record
To set a picture, click Upload Photo and pick an image from your computer:
- Formats: JPG, PNG, or WebP
- Maximum size: 2 MB
- The image is cropped to a circle automatically; rectangular images are center-cropped
To remove a picture, click Remove. Without a photo, the avatar falls back to the initials taken from your display name (or your email if you haven't set a display name yet) on a solid colored background.
Personal information
Two fields live in the Personal Information card.
Display name
Free-form, no length limit, no validation beyond not empty. This is the name that appears throughout the CRM. Some patterns we see:
- Full name — Devon Walsh. The most common choice; pairs well with a photo.
- First name + last initial — Devon W.. Useful in large orgs with multiple people sharing a first name.
- Nickname — Dev. Whatever your team actually calls you.
If you leave it blank, the CRM displays the first half of your email address (e.g., devon for devon@northwindarch.example) as a fallback. Setting a real display name is friendlier.
Profile
Manage your profile picture, display name, and linked contact
Profile Picture
JPG, PNG or WebP. Max 2MB.
Personal Information
devon@northwindarch.example
Managed by your identity provider
Linked Contact
Link your account to a CRM contact record
The email shown in this card is read-only. It's the address you use to log in, and it's managed by your identity provider (Microsoft 365 or Google). If you need to change it, you change it with your identity provider — the CRM will pick up the new address on your next sign-in.
If your team uses a single email-domain pattern (e.g., everyone is firstname@yourcompany.example), the CRM uses your email as the anchor for finding email threads on your inbox; changing it midstream can break inbox sync, so prefer to keep one email per user.
Linked contact
The Linked Contact card is the most subtle but possibly most useful piece of your profile. It pairs your user account (the login that lets you into the CRM) with a contact record (an entry in the Contacts page representing a real person).
Why link?
Every CRM has a small awkwardness: are you, the user, also one of the people in your contact graph? When the AI assistant says "draft an email to Devon", who is Devon — the user, or a contact?
Linking resolves it:
- The assistant treats you-the-user and you-the-contact as the same person, so questions like "what deals am I assigned to?" match deals where you're the assigned owner or deals where your linked contact is on the contact panel.
- Email threads matched by your address (because you're the From or To) automatically associate with your linked contact, which makes timelines stitch together across the assistant, the email panel, and the relational graph.
- When a teammate views a deal you own, your photo and linked-contact title show up together — useful context for clients who deal with both Devon the rep and Devon's company role.
If you don't link, nothing breaks — the CRM just treats you as a "user with no contact record." Members of small orgs sometimes don't bother; sales teams almost always do.
Linking a contact
Click into the search field and start typing. The dropdown filters CRM contacts by name as you type, showing the name, email, title, and company for each match:
Profile
Manage your profile picture, display name, and linked contact
Profile Picture
JPG, PNG or WebP. Max 2MB.
Personal Information
devon@northwindarch.example
Managed by your identity provider
Linked Contact
Link your account to a CRM contact record
Click a result to link. The card flips to show the linked contact card with Change and View contact actions:
Profile
Manage your profile picture, display name, and linked contact
Profile Picture
JPG, PNG or WebP. Max 2MB.
Personal Information
devon@northwindarch.example
Managed by your identity provider
Linked Contact
Link your account to a CRM contact record
Devon Walsh
Principal at Northwind Architects
- Change — clears the link and opens the search back up. Useful if you linked the wrong record, or if the company-of-record changed and you have a new contact for yourself.
- View contact — opens the linked contact's detail page. Handy for adding your own phone number, deal associations, or whatever else lives on the contact record.
You can only link to contacts that already exist. If your contact record doesn't exist yet, create it on the Contacts page first, then come back here to link.
What happens to the link when…
- …the contact is deleted? The link is dropped automatically — the Linked Contact card flips back to the search state on your next page load. (The contact moves to Trash; restoring it doesn't restore the link.)
- …I leave the org? The link is removed alongside your membership. If you're invited back later, you'll need to re-link.
- …the contact is reassigned to a different team? The link still works as long as you can see the contact. If team-scoping puts the contact out of your view, the linked-contact display still resolves (the link is owner-blind), but you'd lose the ability to navigate to it.
Saving changes
The Save Changes button at the bottom is disabled until you've actually changed something — there's no point firing a no-op update. When it does fire, it persists your display name and linked-contact changes together. The Profile Picture card saves immediately on Upload/Remove (those are file uploads, not form fields).
A green Saved indicator confirms a successful save for a few seconds, then fades.
Who can use Profile?
Everyone. Owners, Admins, and Members all see the Profile card in Settings, and the form behaves identically for all three roles. This is the only Settings page that's universally accessible — every other Settings page (Members, Teams, Pipeline, Billing, Data Export, Trash, Organization, Shared Mailbox Access) is owner/admin-only.