If you are looking for information to help complete your My Profile tab, this section will assist you. Your My Profile settings hold your personal user details and preferences within the CRM, separate from your company-wide Business Profile.

Frequently Asked Questions #

What is the My Profile tab? #

The My Profile tab is where you manage your personal user information and preferences, such as your name, contact details, and individual settings within the CRM.

How is My Profile different from the Business Profile? #

My Profile holds your individual user details, while the Business Profile holds company-wide information that applies across the entire account.

Where do I find my My Profile settings? #

Your My Profile settings are located within the My Profile tab in your account settings, where you can review and update each field.

Can I update my My Profile information at any time? #

Yes. You can return to the My Profile tab whenever your personal details or preferences change and save your updates.

Who can see my My Profile information? #

Your personal profile information is associated with your user account. Visibility depends on your role and the account’s permission settings.

Why should I keep my My Profile up to date? #

Keeping your profile current ensures your personal details and preferences are accurate across the platform, which supports clear communication and a smooth user experience.