Set up your profile - Autopilot Docs

Set up your profile so your name, photo, contact details, and account preferences are correct across Autopilot.

When you first join a dealership, Autopilot opens a welcome flow before the dashboard.

The flow asks you to:

add your full name
upload a profile photo, if you have one ready
add a New Zealand phone number
read a short overview of how deals move through the workspace

Your full name appears on deal cards, team lists, and leaderboard views. Profile photos must be PNG, JPEG, or WebP files up to 5 MB.

When you finish the flow, Autopilot marks your user setup as complete and opens the dashboard.

Where to change it later

Use the avatar menu in the top-right corner, then open Settings.

The Profile panel lets you update:

profile photo
full name
email address
phone number
sales participation, if your role can manage it

You can also open the same panel from Dashboard -> Settings -> Profile.

Email changes

Changing your email address sends a confirmation email to the new address. The change is not complete until the confirmation step is finished.

Phone numbers

Use a New Zealand phone number. During first login, Autopilot stores it in a clean international format. In profile settings, you can also clear the phone field if you do not want one saved.

Sales participation

Owners, managers, and admins can toggle whether their own account participates in sales. This controls whether you appear as an active seller.

If you need to change another team member's sales participation, use the Team settings instead.

Other personal settings

From Settings, the account panels worth checking next are:

Notifications: choose which email and in-app updates you want.
Security: manage password, two-factor authentication, passkeys, and active device sessions.

Sales Log views and saved filters have their own setup guide.

If you are setting up the dealership