User Profile

Manage your personal account settings, password, and email signature.

Your profile page lets you manage your personal information, security credentials, and email signature. Access it from the user dropdown menu in the top-right corner of the screen by clicking Profile.

Personal Information

Keep your personal details up to date so your team can reach you and your information appears correctly throughout the CRM.

1
Click your name in the top-right corner and select Profile
2
Update your Name, Email, Phone, and Job Title as needed
3
Click Save to apply your changes

Change Password

You can change your password at any time from your profile page. You'll need to confirm your current password for security. For your protection, changing your password signs out your other active sessions (other browsers and devices) — the one you're using stays signed in.

1
Navigate to the Password section on your profile page
2
Enter your Current Password
3
Enter your New Password and confirm it in the Confirm Password field
4
Click Change Password to save
Choose a strong password that includes a mix of uppercase letters, lowercase letters, numbers, and special characters.

Email Tab — Connected Accounts + Signature

The Email tab on your Profile page is the single place to manage personal email. The top of the tab lists your Connected Accounts (Gmail / Outlook OAuth) — connect, disconnect, or re-authenticate from here. Below that is the Email Signature editor.

1
Open your Profile and switch to the Email tab
2
Click Connect Gmail or Connect Outlook to link a mailbox via OAuth (required for sending personal email)
3
Use the rich-text editor to compose your signature with formatting, links, and images
4
Select your Signature Usage preference from the dropdown
5
Click Save to apply

Signature Usage Options

Control when your email signature is automatically inserted into outgoing emails.

1
New emails only — signature is added only when composing a new email
2
Replies only — signature is added only when replying to an email
3
Both — signature is added to both new emails and replies
4
None — signature is never automatically inserted
Your email signature is automatically inserted when composing emails via OAuth (Gmail/Outlook) or SMTP. On replies, the signature is placed above the quoted thread.

Frequently Asked Questions

Your signature is automatically inserted at the bottom of new emails and above the quoted thread on replies, depending on your signature usage setting.

Currently, each user has one signature that applies across all connected email accounts.

Profile photo and avatar support is planned for a future release.

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