Profile settings

The fields in your user profile.

Your profile is the account record BriefTech keeps for you. You reach it from the account button (the person icon) in the top bar — or from Login/Logout in the left navigation drawer — which opens your account page under User Profile.

Every field is mandatory — you complete it once, and you can return to change any field later. Selecting Update Profile saves your changes and takes you back to your matters, or prompts you to create your first matter if you do not have one yet. The same account page carries the button, below the profile form under Manage Your Account. A Back button at the top of the page returns you to wherever you came from without saving.

Profile fields

Field	Required	What it's for
Your Name	Yes	Your name, as you want it recorded on your account. If you signed in with Google or another single sign-on provider, this is pre-filled with the name from that provider the first time the form opens — change it if you wish.
Select your professional category	Yes	Legal Professional or Non-Legal Professional. Choosing Legal Professional reveals the Select your role field.
Select your role	Yes, for legal professionals	Your role at your firm or organisation. Only appears when your professional category is Legal Professional.
What company do you work for?	Yes	The firm or organisation you work for.

Roles

When your professional category is Legal Professional, choose one role:

• Executive In-House Counsel
• In-House Legal Counsel
• Junior Associate
• Senior Associate
• Junior Partner
• Senior Partner
• Litigation Support Specialist
• Paralegal
• Legal Operations Manager
• Arbitrator
• Mediation Specialist
• General Counsel
• Case Manager
• Legal Consultant
• Head of Dispute Resolution

Changing your professional category discards your role. If you change your professional category away from Legal Professional — or clear it — your selected role is discarded. Switch back to Legal Professional and you will need to choose your role again before you can save. The category can be left blank, but you cannot save your profile until it is set.

Email verification

An account that signs in with an email address and password shows a verification banner at the top of the profile, asking for the email address to be verified to unlock all features; the banner carries a Resend verification email action. An account that signs in through single sign-on is pre-verified and shows no banner. Email verification affects the timing of the one-time welcome credits grant — see How credits work.

Email verification applies only to email-and-password sign-ins. If you signed in with Google or another single sign-on provider, your email is already verified and no banner appears.

Related

Matter roles and permissions

The roles you can assign when you share a matter, and what each can do.

Share a matter with a colleague

Invite a colleague to collaborate on a matter and set their access.