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Identity and people

Profile and firm settings

View as Markdown

Profile settings describe the signed-in person. Firm settings describe the current firm. They are separate records and use different permission rules.

Status: Profile and firm settings are implemented. Firm-level changes are owner-restricted by the API.

Personal profile

Members can update profile details such as their display name and photo. The UI sends those changes through the account API. Profile data follows the user across firm contexts; it is not the same as a firm membership or role.

Firm settings

Firm settings cover the firm’s name and branding details, including its logo. Firm-level changes are owner-restricted in the API. The UI can present settings controls, but the API remains responsible for enforcing the role.

Code map

  • UI profile and firm settings adapters: WhizBoard UI, src/lib/user-profile.ts, src/lib/firm-settings.ts, and src/components/firm/profile-main.tsx.
  • API profile and firm handlers: backend, src/routers/auth.py and src/routers/firms.py.