Your User Profile preferences are accessed by clicking the upper-right Profile icon and then clicking User Profile.
This will take you to your profile page which is divided into into four sub-sections:
Personal Settings
Personal photo: Click the (
) to upload an image which will appear in the upper right corner of your Method 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.
NOTE: The First name and Last name do not correspond to the user's User Name which appears throughout Method. 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?
Security (Password and 2FA)
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
@$-_.+!*'(),"
Set up two-factor authentication
Provide a higher level of security to protect your account beyond just an email and password. This will only apply to the current Method account. If the Method user is able to log in to separate Method accounts, they will need to set up two-factor authentication there as well.
For detailed information, see the article Set up two-factor authentication for your Method account.
Connected Accounts
This section shows which services are connected to your Method account. For more information:
Email - Notification email address
This section shows information about your email address.
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.
Sender name: Name of the sender.
Email Address: Email address used for notification, as well as its status for use. For more information, please see the article on Email Senders.
Email provider: Email server used to send email. For more information, please see the article Communications: Email Settings.
Shared with: This shows a list of Method users who are allowed to send out emails using your email address. This can be changed by Manage Access.
Edit Email Sender
Clicking the edit button pops more options and allows you to change the email provider to be different from the one your company is using.
Sender name: Change the email sender.
Email address: Change the email address. New addresses will need verification.
Changing the default Email server
By clicking advanced settings and unchecking the 
default email server, you can set up a different server from the one your company is using.
Provider: This dropdown allows you to select an email server provider.
- Send from Method servers / Send from company server (default): Uncheck this to make the provider dropdown available.
For Provider, select your server. In the below example, Gmail is used as an email provider. Once selected, go through the appropriate setup for your email server. For more information, click the available
Learn more link for your email server.
If your email provider is not listed, select Custom and provide your authorization credentials. You will also be required to provide the server and the port.
Manage User Access
Clicking Manage access allows you to configure the access for the email address.
- Share with all users:
When unchecked, you can select which users have access to send emails from the email address.
When checked, all users have access to send emails from the email address.
- Visibility: When checked, only admins will see this email in their sender list. Other users won’t see it, but they can still send emails from this address if an admin configures it for them.
Email - Signature
Signature: Text box is for email signatures.
NOTE: Not all email templates automatically add in your signature. To have an email template include the signature, see our article, Email Signatures Do Not Show in Emails.