Colleague profiles
Open a colleague's profile to see how to reach them, who they report to and what they are working on, message or call them, and give them kudos.
Every person in the workspace has a profile page. It is your staff directory: how to reach someone, which department they are in, who they report to, and what they are working on.
Open a profile
Click a colleague's picture anywhere in the CRM, for example on a record, in Messenger or in the org chart. A small card opens with their details. Click Open profile.
To open your own, click your picture at the bottom of the left menu and choose My profile. See Your profile and password.
What the top of the page shows
- Their name, role and whether they are around: Active now, Away with when they were last active, Hasn't signed in yet, or Deactivated.
- Their job title and departments.
- Kudos received from colleagues.
- With the team: how long they have been with you, counted from their joining date.
- Reports to: their manager. Click the name to open that profile.
- On-time delivery: the share of tasks they finished by the deadline in the last 30 days. Only they and owners, admins and managers see this.
To reach them, click Message to open a chat in Messenger, or use the phone and camera buttons next to it for a voice or video call.
The tabs
| Tab | What it shows | Who sees it |
|---|---|---|
| Overview | Contact details, personal details, their team and kudos | Everyone (personal details: see below) |
| Tasks | Tasks they are doing, Open or Done | Everyone |
| Calendar | Their meetings and events for the next four weeks | Everyone |
| Files | The files in their own Drive | The person, owners and admins |
| Activity | What they did across the CRM, newest first | The person, owners, admins and managers |
| Performance | On-time delivery and their deals, leads and tasks | The person, owners, admins and managers |
| Reports | Their work reports | The person, owners, admins and managers |
| Projects | The projects they are in | Everyone |
The Tasks, Calendar and Projects tabs follow the same rules as the rest of the CRM, so you see only the tasks, events and projects your own role lets you open.
Who sees what on the Overview
- Contact: work email, Mobile, Desk phone and extension, Birthday and where they are based. Everyone in the workspace sees this part.
- Personal: personal email and phone, address, LinkedIn and the like. It is marked Only they and managers see this: the person themselves, owners, admins and managers.
- Team: who they report to, their departments, the department head and how many people report to them directly.
The person can change their own details with Edit profile. Owners and admins can edit anyone's profile. See Set up your team's profiles.
Give a colleague kudos
Kudos are a quick public thank-you. They show on the person's profile, and the person is notified.
- Open the colleague's profile.
- In the Kudos box, click Give kudos.
- Pick a badge, such as Nice work, Thank you, Big win or Team spirit.
- Write a line in Say why (optional).
- Click Send kudos.
The Kudos box on the profile counts each badge received and shows the latest messages with who sent them.