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Use Account Settings to keep your Sofie profile accurate and control personal preferences. These settings help Sofie understand how you work and how to contact you. Open the user menu in the sidebar, then choose Account Settings.

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Account guides

Profile and work preferences

Update your profile, role context, task interests, avatar, and password fields.

Security and passkeys

Add passkeys, review registered devices, and handle required enrollment.

Notification preferences

Configure email, push, in-app, quiet hours, timezone, and per-type notifications.

Email signatures

Create, preview, enable, and manage the signature used in CoDraft email workflows.

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Account tabs

TabUse it for
ProfileName, email, avatar, nickname, job title, department, and interested tasks.
SecurityPasskeys and account security requirements.
NotificationsEmail, push, in-app, quiet hours, timezone, and per-type preferences.
EmailEmail signature for CoDraft emails.

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Update your profile

Use Profile and work preferences for step-by-step guidance on profile fields, avatar upload, task interests, and password fields.
Use specific role context. QA reviewer for sterile manufacturing is more useful than manager.

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Manage your email signature

Use Email signatures to set up the signature Sofie uses for CoDraft email workflows.

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Manage notification settings

Use Notification preferences to configure delivery channels, quiet hours, timezone, and type-specific routing. Use Notifications for the sidebar notification panel.

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Manage security settings

Use the Security tab to add, review, or remove passkeys when your organization allows it. See Security and passkeys for details.

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When profile changes affect Sofie

Profile and task preferences can help Sofie understand your role and the kind of work you do. They do not replace prompt context, Workspace sources, Memory, or Directives. For durable work preferences, use Memory, Directives, and Saved prompts. Examples: 
Remember that I prefer validation protocol drafts to separate acceptance criteria, procedure steps, deviations, and reviewer notes.

Create a Directive for CAPA work: always separate confirmed facts, assumptions, source gaps, and SME questions.