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.

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:

Email

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, which is shown below.

Email Delivery Provider

By unchecking the Email delivery provider box, 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 Gmail. Click the Additional steps 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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