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 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 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.

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:

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