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. |
- Time zone: Your time zone can be set here. For more information, please see How are Time Zones set in Method?
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:
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".