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. At the bottom of the screen is a Save button to save your settings.
Personal Settings
- Signin Email: The email the user uses to sign into Method:CRM.
- First Name: The user's first name.
- Last Name: The user's last name.
- Time Zone: Your time zone can be set here. For more information, please see How are Time Zones set in Method?
NOTE: The first name and last name do not correspond to this 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 whether your Google and/or Intuit accounts are connected to your Method:CRM account. Connecting these accounts allows you to sign in with your Google or Intuit credentials. To connect these accounts, please see: