Profile & Account

Your profile is where you keep your own details current — name, phone numbers, addresses, avatar, language, time zone — and decide how Resgrid reaches you: which channels for calls, messages and notifications, quiet hours, and verified contact methods. It also holds your certifications, staffing schedules (automatic status changes), scheduled report deliveries, and the departments you belong to.

Profile dropdown → Profile. Administrators can open any member's profile from Personnel.

Scheduled Reports

Authorization: Profile_View / Profile_Update policies

Viewing Scheduled Reports

Lists configured scheduled report deliveries with type, active status, day schedule, and time.

Creating Scheduled Reports

Field	Required	Description
Report Type	Yes	Type of report to deliver
Days	Yes	Day(s) of week for delivery
Time	Yes	Delivery time
Active	Default On	Whether the schedule is active

Creates a ScheduledTask of type ReportDelivery.

Editing Scheduled Reports

Modify existing report delivery schedules.

Staffing Schedules

Creating Staffing Schedules

Authorization: Profile_View / Profile_Update policies

Field	Required	Description
User	Yes	Target user for schedule
Staffing Level	Yes	Level to set at scheduled time
Schedule Type	Yes	Weekly or Specific Date/Time
Days (Weekly)	Conditional	Day(s) of week
Date/Time (Specific)	Conditional	Exact date and time

Creates a ScheduledTask of type UserStaffingLevel.

Custom staffing levels are resolved from the department's custom state configuration.

Viewing Schedules

Lists all staffing schedules for a user with custom state name resolution.

Managing Schedules

• Activate — Enable a disabled schedule
• Deactivate — Disable an active schedule
• Delete — Remove a schedule permanently

Certifications

Viewing Certifications

Authorization: Profile_View policy

Lists all certifications for a user.

Adding Certifications

Field	Required	Description
Type	Yes	Certification type
Name	Yes	Certification name
Number	No	Certification number
Issuer	No	Issuing organization
Expiry	No	Expiration date
Area	No	Certification area
File	No	Supporting document

File Upload Constraints:

• Maximum 10 MB
• Allowed types: jpg, jpeg, png, gif, pdf, doc, docx, ppt, pptx, pps, ppsx, odt, xls, xlsx, txt

Downloading Certification Files

Retrieve attached certification documents with department ownership validation.

Password Reset

Authorization: Profile_View policy

Administrators can reset passwords for other users:

• Cannot reset the department owner's password
• Uses UserManager.GeneratePasswordResetToken + ResetPassword
• Optionally emails new credentials to the user

Your Departments

Viewing Departments

Lists all departments the user belongs to with default/active indicators.

Joining a Department

Join a new department using a department join code:

1. Enter the department's link code
2. System validates the code
3. User added to the department

Switching Active Department

Action: SetActiveDepartment (JSON body)

Switches the user's active department:

1. Signs out the user
2. Re-signs in with new department context
3. Authentication claims are refreshed

Setting Default Department

Sets which department loads by default on login. Also switches to it immediately.

Leaving a Department

Action: DeleteDepartmentLink

Removes the user from a secondary department:

• Complex logic handles active/default department reassignment
• Re-signs in if the removed department was active

Avatar Management

Retrieving Avatars

The GetAvatar endpoint returns images by type:

• Type 1 (or null) — User avatar
• Type 2 — Department logo/avatar

Uploading Images

• Validates content type starts with image/
• Converts to PNG format via ImageSharp library
• Stores for later cropping

Cropping Images

The Crop endpoint uses ImageSharp to:

• Resize the image to specified dimensions
• Crop to final size
• Save as PNG

Account Deletion

The AccountController handles permanent account deletion:

Prerequisites

• Must be a registered user (SystemRoles.Users)
• System checks if user owns any departments (warns about ownership)
• Requires confirmation (AreYouSure checkbox)

Deletion Process

1. User confirms deletion
2. _deleteService.DeleteUserAccountAsync called
3. Audit trail records IP address and user-agent
4. Redirects to LogOff

Contact Method Verification

Each contact method on a user's profile (email, mobile number, home number) has a verification status that determines whether the system will send dispatches, notifications, and messages through that channel. For full details, see Contact Method Verification.

Verification Status Indicators

When viewing or editing a profile, each contact field displays a verification indicator:

Indicator	Meaning	Action
Green verified badge	Contact method is verified	No action needed
Yellow warning + Verify button	Contact method is pending verification; communications are blocked	Click Verify to send a verification code
Subtle info banner	Contact method is grandfathered (pre-existing); communications still work	Recommended to verify for uninterrupted delivery

Verifying a Contact Method

1. Click the Verify button next to the unverified contact field.
2. A verification code is sent to the contact method (email for email addresses, SMS for phone numbers).
3. Enter the 6-digit code in the inline input that appears.
4. Click Confirm to complete verification.

danger

Verification codes expire after 30 minutes. You can request up to 3 codes per hour per contact method, and attempt up to 5 verifications per day per contact method.

Automatic Verification Reset

If you change your email address, mobile number, or home number, the verification status for the changed field is automatically reset to Pending. You must re-verify the new contact information before communications resume on that channel.

Setup examples

Department type	How to set it up
Volunteers	Verify email and mobile so SMS dispatch works; set a staffing schedule Unavailable Mon–Fri 08:00–17:00 if you cannot leave work; enable push for calls and email for messages.
Career staff	Push + SMS for calls only on duty days via a staffing schedule; certifications with expiry so the training officer gets reminders.
Officers / admins	Schedule the reports you read every month to your inbox; enable 2FA.
Members of several departments	Use Your Departments to switch; notification preferences are per department.

Technical reference

ProfileController, HomeController.EditUserProfile; routes /User/Profile/{Reporting,AddNewScheduledReport,EditScheduledReport,ViewSchedules,AddNewStaffingSchedule,EditStaffingSchedule,Certifications,AddCertification,EditCertification,YourDepartments,ResetPasswordForUser}; contact verification api/v4/ContactVerification/*; avatar via GetAvatar?id=; deletion under /User/Account/DeleteAccount.

Interactions with Other Modules

Module	Interaction
Reports	Scheduled report delivery uses report generation
Custom Statuses	Custom staffing levels in staffing schedules
Certifications	Certification types from Types module
Department	Multi-department membership management
Security	Password reset subject to admin permissions
Dashboard	Active department determines dashboard context
Contact Verification	Verification status gates outbound communications per channel