The My Profile section allows you to customize and manage your personal account settings efficiently. Here, 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 for better organization and convenience, and set your availability status for proper scheduling.
To get started, access 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). Additionally, you can select a default calendar and set the platform language within this section.
Furthermore, you can 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 session. This allows you to keep your account more secure by removing unwanted sessions.
Two-factor Authentication (2FA) App #
Two-factor authentication (2FA) provides an additional layer of protection for your account by requiring a second form of verification during login. By configuring an authenticator app, you can enhance your account security 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 platform and your email accounts, enabling you to send, receive, and track emails seamlessly.
Calendar Settings #
In this section, you can view and connect calendar integrations, manage calendar conflicts, and designate your Primary calendar for scheduling to prevent overlapping events or appointments.
Furthermore, you can keep your third-party calendar details confidential by toggling on the hide event details switch. Enabling this setting ensures that only the user who connected the calendar can view event details, preventing others from accessing them within the platform. This feature is specifically designed to enhance privacy and safeguard third-party calendar events from unauthorized access.
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 today to enhance your user experience and optimize account management.
Frequently Asked Questions #
What can I manage in the My Profile section? #
You can update your profile information, create an email signature, change your password, manage email 2-way sync, designate your primary calendar, and set your availability status.
How do I change my password? #
Enter your existing password in the Current Password field, your new password in the Password field, confirm it in the Confirm Password field, and click Update Password.
What does Sign Out Everywhere do? #
It signs you out of all active sessions, including your current one, helping keep your account secure by removing unwanted sessions.
Which authenticator apps are supported for 2FA? #
All TOTP authenticator apps are supported, including Google Authenticator, Microsoft Authenticator, Authy, and other compatible solutions.
What does Email 2-Way Sync do? #
It connects your personal Gmail or Outlook account so outgoing and incoming emails sync between the platform and your email account, letting you send, receive, and track emails seamlessly.
How do I keep my third-party calendar events private? #
Toggle on the “hide event details” switch in Calendar Settings. This ensures only the user who connected the calendar can view event details within the platform.
