Profile & Account

Manage your personal account details: update your name, upload a profile photo, change your password, and delete your account if needed.

What is the Profile section?

The Profile page is your personal account settings. Every user in Cliops: Admin, Dentist, or Receptionist: can manage their own profile. It is separate from clinic-wide settings (which only Admins can access).

Who can use this?

Accessing Your Profile

Web App: Click your name or avatar in the top-right corner of the header → select Profile (or go to /profile).

Mobile App: Open the side menu → tap your name / avatar at the top → Profile.

Updating Your Name

1. Go to your Profile page.
2. In the Personal Information section, update the Name field.
3. Click/tap Save.

Your updated name will appear in the app header and on any prescription outputs you are assigned to.

Uploading a Profile Photo

Web App:

1. Go to Profile → click the camera icon on your avatar.
2. Select an image file from your computer.
3. A crop tool opens: drag to position the image, use the slider to zoom, and click Crop & Save.
4. Your new avatar is saved and appears in the header.

Mobile App:

1. Go to Profile → tap your avatar or the camera icon.
2. Choose a photo from your gallery or take one with the camera.
3. Confirm to save.

Profile photos are stored securely and are only visible within the Cliops app to your clinic's team.

Changing Your Password

Web App / Mobile App:

1. Go to Profile → scroll to the Change Password section.
2. Enter your current password.
3. Enter a new password: it must meet all of these requirements:
   • ✅ At least 8 characters
   • ✅ At least one uppercase letter (A–Z)
   • ✅ At least one lowercase letter (a–z)
   • ✅ At least one number (0–9)
   • ✅ At least one special character (e.g. !, @, #)
4. Re-enter the new password in Confirm New Password.
5. Click/tap Change Password.

Password strength requirements are shown in real-time as you type: all criteria must be met before you can save.

Forgot your password? Use the Forgot Password link on the login screen instead. See → Getting Started

Viewing Your Role & Clinic

Your profile page also shows:

• Your role (Admin / Dentist / Receptionist)
• displayed as a badge.
• Your email address (cannot be changed; contact your Admin if needed).
• Your clinic name.
• Your account creation date.

Deleting Your Account

⚠️ This action is permanent and cannot be undone.

Account deletion permanently removes your personal account and login access from Cliops. Clinical patient records (diagnoses, prescriptions, investigations you recorded) are retained by the clinic under their data-retention policy and are not deleted.

Who can delete:

• Any user can delete their own account.
• An Admin cannot delete their own account if they are the last active Admin in the clinic: this protects the clinic from losing all admin access.

Steps: Web App:

1. Go to Profile → scroll to the Danger Zone section.
2. Click Delete Account.
3. A confirmation modal appears: read it carefully.
4. Enter your current password to confirm.
5. Click Confirm Delete.
6. You will be logged out immediately and your account is deleted.

Steps: Mobile App:

1. Go to Profile → scroll to Delete Account.
2. Tap Delete Account → confirm in the prompt.
3. Enter your password → confirm.

If you are the last admin, you will see an error: "You are the only active admin. Assign another admin before deleting your account." Add another admin first from the Users module.

What's Next?

• Getting Started: Logging in, password reset.

• Settings: Clinic-wide settings (Admin only).

Last updated: July 2026 · Cliops v1.0 · MVP