Step 1 – View User Profile Information

When a user logs into PreciseCA, they can access their profile by:

• Click on Profile → Profile Information
• The profile page displays:

1. Profile picture (with edit option)
2. User name and address
3. Email (if provided)
4. Phone number
5. Role Name
6. Admin Notes (if any)

• Map Companies section showing:

1. Company names mapped to the user
2. Assigned roles for each company
   
   

Step 2 – Change Profile Picture

• Click on the edit icon (pencil) next to the profile image
• Change Profile Picture dialog opens
• Click Choose File to select an image
• Selected file name will appear
• Click Upload to save or Cancel to discard changes

Step 3 – Edit Profile Information

• Click the edit icon (pencil) next to the user name
• Edit Profile dialog opens with fields:

1. Name (editable)
2. Address (editable text area)

• Make necessary changes
• Click Save changes to confirm or Cancel to discard

Step 4 – Update Email Address

• Click the edit icon next to "No Email provided"
• Edit Email dialog opens
• Enter email address in the text field
• Click Save changes to confirm or Cancel to discard

Step 5 – View Role-Based Company Mapping

• Company Name column showing mapped companies
• Role column showing assigned permissions