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Customize Your Profile

The Cooleaf Success Team Updated by The Cooleaf Success Team

Your Cooleaf profile is designed to help others learn more about you and provide you with the tools to manage your personal information, preferences, and settings. πŸ‘€ Your profile, also known as the Personal Details page, allows you to view and edit your β€˜About me’ description, upload a profile photo, modify notification settings, and more. You can also use the Personal Details page to update important account information such as your password.

Finding Your Personal Details Page

  • Browser: To get to your profile, click on your name or photo in the top right corner from any Cooleaf page. Select personal details from the dropdown menu.
navigating to personal details page

  • Mobile: Tap on your photo in the upper left corner from any Cooleaf screen. From here, the sidebar will open up. Click on view profile which can be found under your name at the top of the sidebar.
navigating to personal details page mobile

Personalize Your Profile

Once you've navigated to your profile page, you can get started making it your own! You can show off your favorite headshot or selfie 🀳 and add a short bio. Check out these customization options below.

Profile Photo

Adding a profile picture is important and fun! This photo not only shows up on your personal details page but also on any recognitions you receive and your upcoming celebrations on the home screen.

Profile photos must be .png or .jpg. If you are having difficulty uploading your image, try clearing your browser cache.
  • Web browser: hover over your current photo or avatar at the top of your personal details page. Click on Change photo. Select the photo you want from your files and click open. To remove or delete your profile image, select the X in the top right corner of your photo.
change profile photo button
  • Mobile: click on the photo icon on your profile picture or avatar on the personal details page. Select whether you'd like to go to your camera, albums, or remove photo. Clicking on a photo from your device will automatically upload it as your profile picture.
change profile photo mobile button

Update your "About Me" Section

Your about me section is where you can share all about what makes you, YOU! Use this space to share a short bio, your favorite jokes, or why you love your job. Your about me section is viewable to all members of your organization, so they can learn more about you.

To update:

  1. Hover over the space below "About Me" under your profile photo.
  2. When it turns gray, a pencil will appear in the right corner. Click the pencil.
  3. Begin typing in the text box. Use our customization formatting tools to jazz it up!
  4. Click the green checkmark βœ… to save your changes! Repeat these steps to make updates to your profile anytime.

Update Your User Details

The following personal details can all be edited from the User Details panel on the left side of your personal details page.

Make sure to alert your HR department and Cooleaf administrator of any changes to your personal information in addition to updating your profile.

Name
Hover over your name until it turns gray.
Click anywhere in the gray area and type directly in the box.
Select the checkmark βœ… on the right end of the gray box when complete.
Title
Hover over your title until it turns gray.
Click anywhere in the gray area and type directly in the box.
Select the checkmark βœ… on the right end of the gray box when complete.
Pronouns
This section on your profile allows you to self report your preferred pronouns, promoting inclusivity and respect for gender diversity.

Hover over the box until it turns gray.
Click anywhere in the gray area and type directly in the box.
Select the checkmark βœ… on the right end of the gray box when complete.
Email
Email is a locked field. πŸ”’πŸš¨You will not be able to change your own email address in the Cooleaf platform. If you need to change your email address in the Cooleaf platform, please contact your Cooleaf administrator or IT department at your organization.
Phone Number
Hover over the phone number field until it turns gray.
Click anywhere in the gray area and type directly in the box.
Select the checkmark βœ… on the right end of the gray box when complete.
LinkedIn Profile
Hover over the LinkedIn Profile field until it turns gray.
Click anywhere in the gray area and type or copy your LinkedIn URL directly in the box.
Select the checkmark βœ… on the right end of the gray box when complete.
Password (non SSO)
Hover over the password field until it turns gray.
Click anywhere in the gray area and type directly in the box.
Select the checkmark βœ… on the right end of the gray box when complete.

For more password support, check out this article: Password and Login Support
Teams and Supervisor
Teams and Supervisor are locked fields. πŸ”’πŸš¨You will not be able to change your own team or supervisor in the Cooleaf platform. If you need to update your teams in the Cooleaf platform, please contact your Cooleaf administrator or HR department at your organization.
Celebrations (Anniversary and Birthday)
The celebrations sidebar is where you can find your birthday and work anniversary. You cannot change these dates on your own, but you can hide or remove your birthday by clicking on the pencil to the right of the date. If you make your birthday private, you will not receive any automated birthday awards. To change these dates, please contact the Cooleaf administrator at your organization.
Notifications
Click on the toggle to turn on and off notifications for the following:
Weekly digest: this is the way you stay informed about all the awesome things happening in your organization this week via email!
New posts: get notified via email when a new post appears on the main feed!
New post comments: toggling this setting on will create email notifications when anyone comments on a post or recognition that you created.
SMS Notifications (if supported): If your organization has enabled SMS notifications, you can opt-in to receive text message alerts on your mobile phone for specific events (availability may vary).

πŸ”” Important Notes: You cannot disable all notifications from Cooleaf. The platform will send essential notifications, via in app and email, like recognition posts and updates from your admin team. You won't receive email alerts for every interaction, such as "likes" on your posts or comments on posts where you've been tagged or recognized.
Integrations
This is where you can connect integration like Slack or your smartwatch/health app for step challenges. For more on this see Your Guide to Step Challenges.
Language
To set your preferred language for your Cooleaf site, simply click on the dropdown menu. Please be aware that this selection will affect only the pre-defined text within the platform. User-generated content, including Posts, Recognitions, Events, Challenges, etc., will remain in their original language. We are continuously striving to enhance Cooleaf's accessibility and plan to introduce additional language options in the future. If you seek to translate user-generated content, we recommend exploring specific browser settings and options, such as those available in Google Chrome and Microsoft Edge for translating content to your native language.
Time Zone
To change your time zone, hover over the existing time zone until the field turns gray and a pencil icon appears. Click anyway in the gray box and a dropdown will appear. Once you select the appropriate option, your changes will save automatically.

Points History

If you are looking to learn more about your points, why you didn't receive points for my birthday or work anniversary, or just want to verify if you received points from a Challenge or Activity, review the View Your Points History article!

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View Your Points History

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