Your User Profile

A look at your user preferences for all users.

Updated over a week ago

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: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. Only an administrator can change the User Name.

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:


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.

    • Sender name: Name of the sender. Cannot be altered.

    • ☑ Send from Method servers: Send from Method's email servers. (See below)

    • Send from authenticated domains: Send from an authenticated domain or the custom domain setup on your Method account.

      • User name: The name used for the authenticated domain.

      • Email Address: The address used when Send from authenticated domain is unchecked.

  • 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.

Changing Email Delivery Provider from Method

By unchecking ☑ Send from Method servers, you can set up an email server different from the default.

For Email provider, select your server. In the below example, Outlook is used as an email provider. Once selected, enter in your authentication credentials for your email server.

Some email providers require additional steps as shown below for Office365. Click the Learn more... link to see what else is required to set up the 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.

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