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Profile — Workflow

The Profile module has no approval pipeline or status transitions. Each collaborator maintains their own record directly — edits take effect immediately on save. There are no draft states, reviewer roles, or notifications.

Editing your profile

Every editable card follows the same pattern:

  1. Click the pencil (edit) button in the card header.
  2. An Edit modal opens with the card's fields pre-filled.
  3. Make changes and submit the form.
  4. The modal closes and the card reloads with the updated data.

The Additional options card does not use a modal — changes are made inline and saved with the Save button in the card.

Signature

The signature sub-flow is slightly different from the other editable cards:

  1. In the General info card, click the signature area or the Change signature button.
  2. A Change signature modal opens with:
    • A drawing canvas (draw with mouse or stylus).
    • A file upload zone (Dropzone) for uploading a signature image.
  3. Save to replace the current signature.
  4. The saved signature can be downloaded or previewed in a full-screen modal at any time.

Read-only cards

Address and Company info are maintained by HR administrators, not by the collaborator. These cards display the data from the Collaborators module and cannot be edited from the Profile screen.

To update address or employment information, the collaborator must request a change through HR via the Collaborators module.