Your User Profile preferences are accessed by clicking the upper-right blue preferences icon and then clicking User Profile.
This will take you to your profile page which is divided into into three sub-sections: Personal, Password, and Connections:
- 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 is 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.
- Time Zone: Your time zone can be set here. For more information, please see How are Time Zones set in Method?
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 @$-_.+!*'(),"
This section shows which services are connected to your Method:CRM account. For more information: