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Driive Help Center
Driive Help Center

Managing User Profiles

Every user in Driive has a profile that stores their personal information, preferences, and settings. Keeping profiles up to date ensures that notifications go to the right place, the calendar shows the right timezone, and your team's appearance stays professional.


Where to find profiles

  • Your own profile — Click your avatar or name in the bottom-left corner of the sidebar, then select Profile (or go to Settings > Profile).

  • Other members' profiles (Admin only) — Go to Setup > Users, find the member in the list, and click their name.


Editable profile fields

Name

The member's first and last name. This is how they appear throughout Driive — on the calendar, in appointment assignments, and in team lists.

Email

The email address used for signing in and receiving notifications. Changing this sends a verification to the new address.

Phone number

An optional contact number. Useful for internal team communication and can be displayed in certain notification contexts.

Job title

An optional field (e.g., "Lead Technician," "Office Manager," "HVAC Specialist"). Job titles appear on team member cards and can help identify roles at a glance.

Avatar

Upload a profile photo to make the calendar and team lists more visual. When you upload an image, Driive provides a crop tool so you can frame the photo before saving.

Tip: Square photos work best. Driive displays avatars as circles, so keep the important part of the image centered.

Timezone

Each team member can set their own timezone. This is important for businesses with team members in different regions.

  • The member's timezone determines how their availability is displayed and how appointment times appear in their calendar.

  • If a member's timezone differs from the organization timezone, Driive handles the conversion automatically.

Make sure this is set correctly — a wrong timezone can cause availability to display at the wrong hours on booking pages.

Max appointments per day

Set a daily cap on the number of appointments a team member can be assigned. Once they hit this limit, Driive stops showing their availability for additional bookings that day.

This is useful for:

  • Preventing burnout by limiting how many jobs a technician picks up per day

  • Ensuring quality by giving each appointment enough attention

  • Managing workload balance across your team

Set this to 0 or leave it blank to allow unlimited appointments per day.


Notification preferences

Each team member can control which notifications they receive. Notification settings are found within the profile page or under a dedicated Notifications tab.

Common notification options include:

  • New appointment assigned — Get notified when a new appointment is assigned to you.

  • Appointment updated — Get notified when details change on an assigned appointment.

  • Appointment reminder — Receive a reminder before an upcoming appointment.

  • Appointment canceled — Get notified when an assigned appointment is canceled.

Admins can manage notifications for the entire organization from Notifications settings. Individual members can override their personal preferences.


Home page setting

Team members can choose which page they land on after signing in. Options typically include:

  • Dashboard — The default home view with a summary of today's schedule.

  • Calendar — Jump straight to the calendar view.

  • Appointments — Go directly to the appointment kanban board.

This is a personal preference and doesn't affect other team members.


Who can edit profiles?

Action

Admin

Member

Restricted

Edit own profile

Yes

Yes

Yes

Edit another member's profile

Yes

No

No

Change another member's role

Yes

No

No

Members and Restricted users can always update their own name, phone, avatar, timezone, notification preferences, and home page. Only Admins can edit other people's profiles or change roles.


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