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. At the bottom of the screen is a Save button to save your settings.

Personal Settings

  • Signin Email: The email the user uses to sign into Method:CRM.
  • First Name: The user's first name.
  • Last Name: The user's last name.
  • Time Zone: Your time zone can be set here. For more information, please see How are Time Zones set in Method?

NOTE: The first name and last name do not correspond to this 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 whether your Google and/or Intuit accounts are connected to your Method:CRM account. Connecting these accounts allows you to sign in with your Google or Intuit credentials. To connect these accounts, please see: 

Did this answer your question?