Manage your profile information
View and edit the personal information associated with your CRM account.
Your profile page displays your account details and allows you to update editable fields. Navigate to Settings > Profile to access your profile information.
Fields displayed on your profile page.
| Field | Description |
|---|---|
| Full Name* | Your display name shown throughout the CRM, including in activity logs, assignments, and comments. You can edit this at any time. |
| Your email address used for login and notifications. This is set at signup and cannot be changed directly. | |
| Role | Your permission level in the CRM (e.g., User, Manager, Admin). This is assigned by an administrator and cannot be changed from this page. |
Configure your timezone and date format preferences.
| Field | Description |
|---|---|
| Timezone Mode | Choose between Automatic and Fixed. In Automatic mode, the CRM detects your timezone from your device and updates it automatically when you travel between time zones. In Fixed mode, you manually select a timezone that stays constant regardless of your location. New accounts default to Automatic. |
| Timezone | In Automatic mode, this shows your currently detected device timezone (read-only). In Fixed mode, choose from major timezones including US, European, and Asia-Pacific options. Changes save automatically. |
| Date Format | Choose how dates are displayed: MM/DD/YYYY (US), DD/MM/YYYY (international), or YYYY-MM-DD (ISO). Changes save automatically. |
Let your team know when you are away.
Toggle the Out of Office switch to indicate that you are currently away. When enabled, you can set an optional away message and a return date. Your out-of-office status is visible to your team on assignment screens, helping them route leads and tasks appropriately while you are away.
| Field | Description |
|---|---|
| Away Message | An optional message displayed to your team explaining your absence, such as "On vacation, back Monday" or "At conference, limited availability." |
| Away Until | The date you expect to return. This helps your team plan around your absence. |
Set the default tone used when you generate AI email replies.
When you click an AI reply chip in the email reading pane, the draft is written in the tone you choose here unless you pick a different tone for that specific reply. Change the tone on the fly from the tone pill group below the chips in any email.
| Field | Description |
|---|---|
| Default AI Reply Tone | Choose Warm, Direct, Formal, Casual, Brief, Professional, or Match sender. Professional is the starting default. |
Export or delete your AI-related data.
From Settings > Profile > Data controls, you can review your writing style profile (used to personalize AI replies), download a JSON export of all your AI data (GDPR Art. 15 / CCPA §1798.110), or delete specific categories.
How your profile picture is displayed across the CRM.
Your avatar is displayed in the sidebar, on comments, in activity logs, and wherever your name appears. If you have not uploaded a profile picture, the CRM displays your initials in a colored circle derived from your full name. The initials are generated automatically from the first letter of your first and last names.
View when your account was created.
The profile page displays the date your account was created. This is a read-only field that indicates when you first joined the CRM.
How to change the email address on your account.
Since your email address is set at signup and serves as your login credential, it cannot be changed directly from the profile page. To request an email change, contact your CRM administrator who can update your email through the admin user management panel.