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Your Profile and Preferences

Your profile is how you appear to your team, and your preferences change how SOPHIE works for you. Nothing on this page affects anyone else. You can reach it whatever your role.

Open your preferences​

Click your picture or initials in the top-right corner and choose Profile. You land on the Preferences tab, headed "Manage your personal settings and preferences".

Some of the same things are also under Settings › My account, at the bottom of the Settings menu:

  • Profile: your First name and Last name. Your email is shown but can't be changed there.
  • Connections: your own Google, Microsoft 365 and Fathom accounts. See Connections.

Change your name, bio or photo​

  1. On the Preferences tab, find the Personal Information card and click Edit.
  2. In Edit Profile, change your First Name, Last Name or Bio.
  3. Under Profile Picture, choose where your picture comes from: the picture on your Google account (if you sign in with Google), or the Gravatar linked to your email address.
  4. Click Save Changes.

Your name and picture appear to your team everywhere in SOPHIE, in every practice you belong to.

Change your sign-in email​

On the Personal Information card, click Change next to your email address. The Sign-in methods line shows how you sign in today (Google, email and password, or both), with (current) beside the one you used this time.

For the full steps, including what happens with Google accounts and accounts with more than one sign-in method, see Change the email you sign in with.

Choose how Standards open​

Under SOP View Preferences, choose what happens when you click a Standard:

  • Modal View: opens the Standard in a popup over the page you're on. Best for quick reference while you work.
  • Full Page View: opens the Standard on its own page with the side panel. Best for focused reading and editing.

Give SOPHIE standing instructions​

Under AI Generation Preferences, add instructions SOPHIE should follow every time she writes a Standard for you, such as "Always include HIPAA compliance notes". Type an instruction and add it; remove one with the × beside it.

These are combined with any instructions you give for a particular Standard, and with your practice's own AI settings. See AI settings.

Connect your Google Drive​

The Google Drive card at the top of the Preferences tab connects your own Drive, so you can bring documents into SOPHIE. The connection is yours: colleagues connect their own Drives and see their own files. You can also manage it, with your other connections, under Settings › My account › Connections. See Connections.

Good to know​

  • Your profile travels with you. If you belong to more than one practice, your name and picture are the same in each.
  • Notifications have their own tab. See Notifications.