> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile and work preferences

> Set your Sofie profile, role context, task interests, avatar, and password fields.

Your profile gives Sofie practical context about who you are and what kind of work you do. It does not replace the sources you add to chat, but it can help Sofie interpret your role and preferences.

Open the user menu, choose **Account Settings**, then use the **Profile** tab.

## Profile sections

| Section                  | What you manage                                            |
| ------------------------ | ---------------------------------------------------------- |
| **Profile**              | Avatar, **Name**, and **Email Address**.                   |
| **Personal Information** | **Nickname**, **Job Title**, and **Function/Department**.  |
| **Interested Tasks**     | Life sciences tasks you expect Sofie to help with.         |
| **Change Password**      | Password update fields when password sign-in is available. |

If your organization enables personal document branding, use **Account Settings** > **Branding** instead. See [Personal document branding](/account/personal-branding).

## Update your profile identity

<Steps>
  <Step title="Open Account Settings">
    Use the user menu in the sidebar and choose **Account Settings**.
  </Step>

  <Step title="Choose Profile">
    Open the **Profile** tab.
  </Step>

  <Step title="Update avatar">
    Click **Upload** and choose an image. Supported formats are JPEG, PNG, and GIF. The maximum size shown in the app is 5 MB.
  </Step>

  <Step title="Confirm name and email">
    Update **Name** and **Email Address** if your organization allows changes.
  </Step>

  <Step title="Save">
    Click **Save** for the section you changed.
  </Step>
</Steps>

<Note>
  If your organization manages identity through single sign-on, some identity fields may be controlled outside Sofie.
</Note>

## Set personal information

Use **Personal Information** to tell Sofie how to address you and what role context to assume.

Good examples:

| Field                   | Good value                                 |
| ----------------------- | ------------------------------------------ |
| **Nickname**            | `Sam`                                      |
| **Job Title**           | `QA deviation reviewer`                    |
| **Function/Department** | `Quality Assurance, sterile manufacturing` |

Avoid vague values such as `manager`, `operations`, or `user` when you can be more specific.

<Tip>
  Role context helps most when it describes the work you review. `MSAT tech transfer lead for biologics manufacturing` gives Sofie more useful context than `MSAT`.
</Tip>

## Choose interested tasks

Use **Interested Tasks** to mark the work types you expect to use often.

Available task interests may include:

* **Tech Transfer**.
* **Risk Assessment**.
* **Report Drafting**.
* **SOP Alignment**.
* **Document Generation**.
* **Regulatory Insights**.
* **Change Control**.
* **Protocol Authoring**.
* **Process Mapping**.
* **Ideation**.
* **Proposal Development**.
* **Summarize Documents**.

Choose the tasks that match your normal work. You can update them later as your role changes.

## How profile context differs from Memory

Profile fields describe who you are. **Memory** and **Directive** settings describe durable preferences and rules.

Use profile fields for:

* Your name.
* Your role.
* Your department.
* Your task interests.

Use **Memory** or **Directive** for:

* How you want outputs formatted.
* Recurring source-review rules.
* Preferred terminology.
* Standing instructions for document drafting.
* Repeated review patterns.

Example:

```text theme={null}
Remember that I prefer deviation summaries to separate confirmed facts, assumptions, source gaps, and SME questions.
```

## Change password

If password sign-in is enabled, the **Change Password** section may show:

* **Current Password**.
* **New Password**.
* **Confirm New Password**.

Use a unique password that follows your organization’s requirements. If single sign-on controls your access, password changes may happen outside Sofie.

## After profile changes

After you update profile information:

* Start a new chat for work that should use the new context.
* Update related **Memory** or **Directive** settings if your preferences changed.
* Confirm account details before sending or preparing external communications.