---
title: Your profile
description: Your Annise profile — personal and contact details, tax location, two-factor authentication, password, how you're notified, and the list of what you can see and edit across Family Offices.
icon: circle-user
page_type: feature
area: Members & Permissions
last_updated: 2026-08-28
related:
  - features/settings
  - features/getting-around
  - reference/glossary
tags:
  - profile
  - account
  - security
  - two-factor
  - notifications
  - permissions
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://annise-external.jamdesk.app/llms.txt). Append `.md` to any page URL for its markdown version.

import { PageMeta, GlossaryRef, Troubleshoot } from '/snippets/components.mdx';

<PageMeta last_updated="2026-08-28" />

Your profile is about **you** rather than about a Family Office. It follows you across every Family Office you belong to, and it's where your sign-in security lives.

## How it works

The profile page has three tabs.

| Tab | What it covers |
| --- | --- |
| **My Profile** | Your details, tax location, and security settings. |
| **Notifications Settings** | How Annise reaches you. |
| **Access** | What you're allowed to see and edit. |

## My Profile

### Your details

Your photo, plus **First Name**, **Last Name**, **Birthday**, **Address**, **Phone Number**, **Email**, and **LinkedIn Profile**.

### Tax location

**Country**, **State**, and **Tax City**. These feed the tax estimates Annise shows you, so it's worth keeping them current if you move.

### Security

Two controls sit here:

- **Use 2 Factor Authentication** — adds a verification step when you sign in. Turning it on asks you to confirm a code before it takes effect.
- **Allow Annise Support to Access My Family Office and Profile** — lets the Annise team see your Family Office when they're helping you. Off means they can't, including while investigating something you've reported.

You can also change your password here, by entering your existing one and the new one twice.

## Notifications Settings

Controls how Annise reaches you, per notification, across three channels: **Email**, **Push Notification**, and **Text Message**. Switch a channel off for a notification and that one stops arriving that way, without affecting the others.

<Note>
  **This tab sets your personal preferences.** The **Default Notifications** page under Family Office settings sets the starting point for the Family Office as a whole. See [Family Office settings](https://annise-external.jamdesk.app/features/settings).
</Note>

## Access

A read-only list of your permissions on Annise, showing for each membership:

| Column | What it shows |
| --- | --- |
| **Access** | What the membership is for. |
| **Role** | The role you hold there. |
| **View** | Whether you can see it. |
| **Edit** | Whether you can change it. |

If something in Annise is missing or read-only for you, this tab is where you find out why.

## Troubleshooting

<Troubleshoot title="A setting or page is missing for me">
  Check the **Access** tab. Your role determines which parts of a Family Office you can see and edit, and view-only members see a reduced settings menu.
</Troubleshoot>

<Troubleshoot title="Annise Support says they can't see my account">
  **Allow Annise Support to Access My Family Office and Profile** is switched off in your profile. Turn it on so the team can look at what you're reporting.
</Troubleshoot>

<Troubleshoot title="My tax estimates look wrong">
  Check **Country**, **State** and **Tax City** in your profile — the estimates are built from them.
</Troubleshoot>

<Troubleshoot title="I'm not getting notifications">
  Open **Notifications Settings** and check the channel you're expecting. Email, Push Notification and Text Message are set separately for each notification.
</Troubleshoot>

## Related

<Columns cols={2}>
  <Card title="Family Office settings" icon="gear" href="/features/settings">
    Settings that apply to a Family Office rather than to you.
  </Card>
  <Card title="Getting around Annise" icon="bars" href="/features/getting-around">
    The sidebar, top bar, and controls that shape every view.
  </Card>
</Columns>