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DocsProfile Settings
Manage your profile information
Your profile page displays your account details and allows you to update editable fields. Navigate to Settings > My preferences > Profile to access your profile information.
| Field | Description | Type |
|---|---|---|
| Full Name* | Your display name shown throughout the CRM, including in activity logs, assignments, and comments. You can edit this at any time. | text |
| Your email address used for login and notifications. This is set at signup and cannot be changed directly. | text | |
| 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. | text |
| Field | Description | Type |
|---|---|---|
| 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. | select |
| 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. | select |
| Date Format | Choose how dates are displayed: MM/DD/YYYY (US), DD/MM/YYYY (international), or YYYY-MM-DD (ISO). Changes save automatically. | select |
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. All three are stored on your own profile, and your profile settings page is the only place in the product that shows them back to you. Laureo can read them and set them for you when you ask. No teammate-facing screen displays them yet, and nothing in the product routes leads or tasks around them, so tell your team directly if they need to know you are away.
| Field | Description | Type |
|---|---|---|
| Away Message | An optional note recording why you are away, such as "On vacation, back Monday" or "At conference, limited availability." It is saved on your profile and shown back to you; it is not displayed to your team anywhere yet. | text |
| Away Until | The date you expect to return, saved alongside the away message. It is a record for you, not a schedule the product acts on. | date |
This tone is used whenever Laureo writes a reply for you, including auto-drafts, unless you pick a different tone for that message. Change the tone on the fly from the tone pill group below the chips in any email.
| Field | Description | Type |
|---|---|---|
| Default AI reply tone | Choose Customer-friendly, Match my style, Match recipient, Match sender, Warm, Professional, Direct, Formal, Casual, or Brief. Customer-friendly is the app default, and it applies until you pick a tone or your workspace sets one of its own. | select |
From Settings > My preferences > Profile > Data controls, you can review your writing style profile (used to personalize AI replies) and download a JSON export of all your AI data (GDPR Art. 15 / CCPA §1798.110). Deleting stored mail or AI data is an administrator action and is not on this page; the page says so in its own subtitle.
- Refresh from recent emails: Re-analyze your last 30 sent emails to update the profile the AI uses when drafting replies. Before you have a profile, the same action reads Analyze my last 30 sent emails.
- Delete profile: Remove the stored style summary. AI replies fall back to your workspace default tone.
- Download JSON: Export all AI-related data stored about you: writing style, chip cache, access log, and usage history.
- Admin > Users, one person at a time: Delete cached email bodies keeps subject, sender and date and removes the body and the list preview line. Bodies are fetched again from your connected mailbox when a message is opened; the preview line comes back only when the message is synced again while body storage is on. Saved recent searches, suggested people and the saved context behind AI reply drafts for that person are cleared with it.
- Admin > Users: Delete AI data removes that person’s writing style, chip cache, AI access log, starter prompts and saved AI preferences, plus every assistant conversation, draft and uploaded file for them and their internal notes on threads. It also stops sharing the email threads they shared with teammates; the threads themselves stay in their mailbox.
- Admin > Users: Delete everything for this user removes all synced emails, AI data and history. The account itself stays.
- Settings > Integrations > Email > Data privacy: purges stored bodies for the whole workspace at once, and is the control that runs when an admin turns body storage or transcript storage off.
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.
The profile page displays the date your account was created. This is a read-only field that indicates when you first joined the CRM.
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.