The My Profile section is where you customise and manage your personal account settings. You can update your profile information, create an email signature, change your password, manage email 2-way sync with Gmail or Outlook, designate your primary calendar, and set your availability for scheduling.

To get started, open the My Profile section from your account settings.

Personal Data

Upload your profile photo and update your contact details, including your first and last name, email, phone number, and extension (if applicable). You can also select a default calendar and set the platform language within this section.

You can also create a custom email signature for emails sent from your account when communicating with customers and leads.

Change Password

To change your password, enter your existing password in the "Current Password" field, followed by your new password in the "Password" field. Confirm the new password in the "Confirm Password" field, and click the "Update Password" button to save your changes.

Sign Out Everywhere

Click this button to sign out of all active sessions, including the current one. This keeps your account secure by removing any sessions you no longer need.

Two-factor Authentication (2FA) App

Two-factor authentication (2FA) adds an extra layer of protection to your account by requiring a second form of verification when you log in. Setting up an authenticator app means your account is secured beyond just your email and phone number.

All Time-based One-Time Password (TOTP) authenticator apps are supported, including Google Authenticator, Microsoft Authenticator, Authy, and other compatible solutions.

Email (2-Way Sync)

Connect your personal Gmail or Outlook accounts to sync outgoing and incoming emails between the CRM and your inbox, so you can send, receive, and track emails in one place.

Calendar Settings

Here you can view and connect calendar integrations, manage calendar conflicts, and set your Primary calendar for scheduling to prevent overlapping events or appointments.

You can also keep your third-party calendar details private by toggling on the hide event details switch. When enabled, only the user who connected the calendar can view event details; others won't be able to see them within the CRM. This is designed to protect third-party calendar events from being accessed by other users.

User Availability

Set your availability and specify your meeting location for calendar invites.

  • Meeting Location: Choose your default meeting location, whether a virtual Zoom meeting or a physical address.
  • Time Zone: Select your preferred time zone from the dropdown menu.
  • Available Hours: Specify the days and times you are available, such as your regular office hours.

Update these sections to improve your experience and keep your account in order.