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Profile & Settings

Your Profile

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Employee Active Account

Assigned Leads 0

Last Login N/A

Profile

Personal Information

Keep your contact details accurate so your team can reach you when needed.

Basic Details

Full Name Email Phone Number Time Zone

Emergency Contact

Emergency Contact Name Emergency Contact Phone

Security

Account & Security

Manage your password and review basic account security details.

Change Password

New Password Confirm New Password

For stronger security, use a password with uppercase letters, lowercase letters, numbers, and a symbol.

Login Status

Last Login N/A

Two-Factor Authentication Not Enabled

Account Status Active

Future Security Options

Later, this section can include two-factor authentication, active devices, and logout from all sessions.

Notifications

Notification Preferences

Choose which updates should interrupt you and which should stay quiet.

Work Notifications

New assigned records Notify me when a lead, project, or task is assigned to me. New messages Notify me when someone messages me inside a record. File uploads Notify me when files are uploaded to a record I am part of. Workflow updates Notify me when milestones are completed or blocked. Daily summary Send me a daily summary instead of too many small updates.

Calendar

Calendar & Scheduling

Set your working hours and scheduling preferences.

Availability

Workday Start Workday End Default Appointment Length Buffer Between Appointments

Google Calendar

Show connection status here once the Google Calendar status endpoint is finalized.

Default Calendar View

Email Settings

Connect your work email, choose how you send messages, and manage your signature.

My Work Email

Connect the email account you personally use for assigned prospects, one-to-one outreach, and follow-ups. Company-wide sender accounts are managed by admins.

Not Connected

✉️

Checking email connection... No work email connected yet.

Default Sending Behavior

When I send individual CRM emails

Mass email campaigns should usually use a company sender. Individual outreach can use your connected work email.

Email Signature

Signature

This signature can be inserted into emails sent from your connected work account.

Template Preferences

Default Template Type

How This Works

Your connected work email is used for personal outreach. Shared company email accounts stay in Admin and are better for mass emails, department inboxes, and official company outreach.

Dashboard

Dashboard Preferences

Customize what you see first when you log in.

Default View

Landing Page Table Density Default Sort Theme Preference

Dashboard Sections

Show work summary cards Display quick totals at the top of the dashboard. Show team activity Useful for managers and operations users. Show pipeline snapshot Display status and phase totals near the table.

Activity

Recent Activity

Review recent actions connected to your account.

Support

Help & Support

Give employees a clear place to report issues or request access.

Report a Problem

Use this for bugs, broken records, missing files, or calendar/email issues.

Request Access

Use this when you cannot see a table, record, file, or feature you need.

Contact Admin

Ask a workspace admin to update your role, permissions, or team assignment.

Changes to saved profile fields will update your account.