Your Canopy Profile
Your personal Canopy profile: read your account details, see your role in each organization you can act in, and change your own Synthreo account password.
Overview
Section titled “Overview”Your Profile holds your own account details in Canopy, separate from organization-level Settings. Open it from the account menu in the top-right corner. It opens at /profile.
Personal Information
Section titled “Personal Information”The Personal Information card shows four read-only fields: Name, Email, Customer, and Role. The card says why they are read-only here: “Your account details are managed by your organization.” An administrator changes them from User Management.
Customer Options
Section titled “Customer Options”The Customer Options table lists the organizations and roles available to your account, with a Display Name, Role, and an Owner column reading Yes or No. Use it to confirm where and how you are set up across the hierarchy.
With nothing to show, it reads “No customer options available.”
Preferences
Section titled “Preferences”The Preferences card is where you change your own password. Select Change Password and complete the dialog:
- Current Password
- New Password
- Confirm New Password
The new password must be at least 8 characters and the two new-password fields must match, or the dialog refuses to submit. If the current password is wrong, the dialog reports that rather than closing.
Related
Section titled “Related”- Settings - organization-level configuration, distinct from your personal profile
- Managing Permissions - how administrators manage accounts and roles
- Getting Around Canopy - the account menu, theme, and keyboard shortcuts