Your User Profile preferences are accessed by clicking the upper-right preferences icon and then clicking User Profile.

This will take you to your profile page which is divided into into three sub-sections:

In this document, we will look at:


Personal Settings

  • Personal photo: Click the ⊕ to upload an image which will appear in the upper right corner of your Method:CRM account. This image will appear in all your accounts. To remove your image, click the ⊕ again, and select Remove Image.
  • Personal info and sign in: The sign in email used to sign into Method:CRM.

NOTE: The First name and Last name do not correspond to the user's User Name which appears throughout Method:CRM. Only an administrator can change the User Name.

Change Password

To change a password, input the current password, then choose and confirm a new password. 

For security, your password requires:

  • Minimum length of 8.
  • At least 1 digit.
  • At least 1 uppercase letter.
  • At least 1 lowercase letter.
  • At least 1 symbol from @$-_.+!*'(),"

Connected Accounts

This section shows which services are connected to your Method:CRM account. For more information:

Email

This section shows which services are connected to your Method:CRM account. For more information:

  • Notification email address: Activity notifications for this user are sent to this email. If the user's Sign in email is DIFFERENT, the notifications are STILL sent to this notification email.
  • Signature: Text box is for email signatures.
  • Email delivery provider: When sending an email, use the server as defined in the company settings (which is set up by the admin user). By unchecking this, the user can choose to use a completely different server. For more details on setting up email settings, start from step 4 of "Set Up a Default Email Server for all Users in your Account".
Did this answer your question?