Profiles

PraxisNote supports multiple profiles, allowing you to maintain separate workspaces for different contexts. Each profile has its own tasks, notes, meetings, tags, and insights — completely isolated from other profiles.

Getting Started

When you first sign in, PraxisNote creates a default profile for you. You can start using it immediately or create additional profiles for different contexts.

1. Open Settings from the sidebar (gear icon).
2. The Profiles section shows your current profiles.
3. Click New Profile to add a workspace.
4. Enter a name and optionally choose an icon.
5. Click Save — the new profile appears in the list.

Understanding Profiles

Data Isolation

Each profile is a completely separate workspace:

What’s isolated	Meaning
Tasks	Each profile has its own kanban board
Notes	Notes are only visible within their profile
Meetings	Meeting recordings, transcripts, and analysis are per-profile
Tags	Tags are scoped to the profile — a tag named “backend” in your Work profile is separate from “backend” in your Personal profile
Insights	Behavioral analytics are calculated per profile

Note

Switching profiles switches your entire workspace. You won’t see tasks from your Work profile when viewing your Personal profile, and vice versa.

Use Cases

Common reasons to create multiple profiles:

• Work vs. Personal — keep professional tasks and meeting notes separate from personal items
• Different teams or clients — maintain separate workspaces for different projects or clients
• Experimentation — create a sandbox profile to try features without affecting your main data

Profile Limit

You can create up to 5 profiles per account. The “New Profile” button is disabled when you reach this limit.

Creating a Profile

1. Go to Settings.
2. Click New Profile.
3. In the dialog, enter a profile name (e.g., “Work”, “Personal”, “Side Project”).
4. Optionally select an icon to visually distinguish the profile.
5. Click Save.

The new profile appears in the profiles list on the Settings page.

Switching Profiles

Switch between profiles using the profile switcher in the sidebar:

1. Look for your current profile name/icon in the sidebar.
2. Click it to open the profile switcher.
3. Select the profile you want to switch to.
4. The entire workspace reloads with the selected profile’s data.

Quick visual cues

Choose distinct icons for each profile so you can tell at a glance which workspace you’re in. The active profile’s icon appears in the sidebar.

Editing a Profile

1. Go to Settings.
2. On the profile card, click the edit button (pencil icon).
3. Change the name or icon.
4. Click Save.

Deleting a Profile

1. Go to Settings.
2. On the profile card you want to remove, click the delete button (trash icon).
3. A confirmation dialog appears warning that this cannot be undone.
4. Click Delete to permanently remove the profile and all its data.

Permanent deletion

Deleting a profile permanently removes all tasks, notes, meetings, tags, and insights within that profile. This cannot be undone.

Note

You cannot delete your currently active profile. Switch to a different profile first, then delete the one you want to remove.

Default Profile

One profile is marked as the default — this is the profile that loads when you sign in. The default profile shows a badge on its card in Settings.

Linked Accounts

Linked Accounts let you sign in from multiple Google or OAuth accounts and access the same PraxisNote data.

Why Link Accounts?

• Sign in from your work Google account and your personal Google account
• Access the same profiles and data regardless of which account you use to sign in
• Share access across devices that use different sign-in methods

Viewing Linked Accounts

Go to Settings and scroll to the Linked Accounts section. Each linked identity shows:

• Provider (e.g., Google)
• Email address
• Name
• Avatar (if available)
• Linked date

Linking a New Account

1. Go to Settings.
2. In the Linked Accounts section, click Link Another Account.
3. A link panel appears with instructions.
4. Generate a link code on your current account.
5. Sign in to PraxisNote with the other account (in a different browser or incognito window).
6. Enter the link code on that account.
7. The accounts are now linked — both can access the same data.

Cross-device linking

If you sign in with different accounts on different devices (e.g., work laptop vs. personal phone), linking them ensures you see the same data everywhere.

Unlinking an Account

1. Go to Settings > Linked Accounts.
2. Find the identity you want to unlink.
3. Click Unlink.
4. A confirmation dialog appears warning that you’ll no longer be able to sign in with that account.
5. Click Unlink to confirm.

Caution

You must keep at least one linked account. The unlink button is disabled if you only have one identity — otherwise you’d lock yourself out.

Tips & Best Practices

Start with two profiles

Most people find two profiles sufficient: Work and Personal. Only create additional profiles if you have genuinely separate contexts that would benefit from data isolation.

Link accounts early

If you sign in from multiple devices with different accounts, link them as soon as possible. This prevents accidentally creating separate data silos.

Use distinct icons

Give each profile a different icon to make the sidebar profile switcher immediately recognizable. This prevents accidentally adding work items to your personal profile.

Review profile usage periodically

If you have profiles you haven’t used in months, consider deleting them to keep things tidy. Remember: deletion is permanent and removes all data in that profile.