Settings: My Profile

Created by Stefan Perchinkov, Modified on Wed, 26 Feb at 5:50 AM by Stefan Perchinkov

The "My Profile" page is your hub for managing your personal information and preferences. Accessible from the left-hand menu under "Settings," the page is powered by our new micro app front-end architecture.

Embracing Internationalization

One of the standout features of this page is the introduction of internationalization support. Users around the world can now experience the "My Profile" page in their native language. Say goodbye to language barriers as you explore your personal data and settings with ease.

Navigating your Profile

Under the General Tab:

Personal Data: First and last name, email, phone, calendar, platform language, signature
Change Password: edit your current password and update

User Availability: Edit your timezone, available days and hours, and your meeting location
Integration: Here you can connect your Zoom account to send meeting links, and/or your Outlook and iCloud calendars to sync meetings.
Email (2-Way Sync): Connect your incoming and outgoing emails between the CRM and your personal email

Calendar Configuration: Add your primary calendar where your new events will be scheduled, and also add your Check For Conflicts calendar to avoid double bookings.

Private Mode for Synced Events:

We’ve added a feature called Private Mode for synced events to help maintain your privacy. When enabled, this setting ensures that only you can view the details of events from your third-party calendars. This prevents others from accessing these details on the platform, thus enhancing the confidentiality of your calendar information.
How to Use:
- My Profile:
  - Navigate to Settings > My Profile.
  - Scroll to the Calendar Configuration section.
  - Locate the Private Mode for Synced Events option and toggle it on or off as needed.
- Calendar Settings > Connections:
  - Go to Calendar Settings > Connections.
  - Scroll to the Private Mode for the Synced Events option.
  - Adjust the setting according to your preference.

Note: This feature is available in Labs and is enabled by default for all users, ensuring that your synced events are visible only to you and allowing complete control over your calendar's privacy.

Notification preference

Notification preferences allow you to establish your preferences for both the web and mobile

versions of the platform. The design of this part of Referins allows you to:

Set notification preferences for web and mobile (can be same or different)
Use multiple types of notifications including: “assigned to” notifications for both conversations & tasks
Distinguish between system and custom notifications within the notification screen
Clear Notifications

Note:

Enable/Disable Notifications: Control which notifications you want to receive by enabling or disabling them based on your preferences.

Steps to Access Notification Settings

Go to Settings.
Select Profile.
Click on the Notifications tab.

Customize your Notification preferences to make this feature work for you and your particular business needs.

How to Create or Edit Your Email Signature

Email signatures are beneficial for concisely providing information about yourself and your business at the end of an email. This article will show you how to set up your email signature and edit it if you need to add, remove, or change any information.

Navigation

Step 1: Create Your Email Signature

Navigate to Settings.
Go to “My Profile”
Scroll down to the email signature section and add your email signature.
- If you have a pre-existing email signature, copy it from another email system and paste it into the email signature box. You may have to do some slight formatting.
Save to confirm your changes.

NOTE: If you have images that you'd like to include, such as a Company Logo, you can drag and drop the file straight into the editor. Ensure that you re-size the image accordingly and save it.

Step 2: Use Your Email Signature

To utilize your email signature in an email, you can either use the custom value {{user.email_signature}} at the end of an email or you can choose to include the email signature on all outgoing replies.
- Note: You must be assigned to a contact for your signature to be used with the custom value above.

Sign Out Everywhere

A feature that allows users to sign out from all their devices at once, providing an easy and quick way to secure accounts across multiple sessions. This feature benefits users by offering greater control over their account security and simplifies the process of logging out from devices when needed.

How to Use:

Navigate to your profile settings and select the "Sign Out Everywhere" option.
This will instantly log you out of all active sessions across all devices.

FAQs

Q: How do I access the "My Profile" page?

A: You can access the "My Profile" page from the left-hand menu under "Settings". This page is part of our new micro app front-end architecture, designed to be your central hub for managing personal information and preferences.

Q: What does internationalization support on the "My Profile" page mean?

A: Internationalization support allows users to view and interact with the "My Profile" page in their native language. This feature helps eliminate language barriers and ensures a more personalized and accessible experience for users worldwide.

Q: How can I update my personal information on the "My Profile" page?

A: Under the General Tab, you can update your personal information including your first and last name, email, phone number, calendar, platform language, and signature. You can also edit your password by selecting Change Password.

Q: What can I do in the User Availability section?

A: In the User Availability section, you can adjust your timezone, specify your available days and hours, and set your meeting location.

Q: How do I connect my external accounts under the Integration section?

A: In the Integration section, you can connect your Zoom account to send meeting links and link your Outlook and iCloud calendars to sync your meetings.

Q: How does the Email (2-Way Sync) feature work?

A: The Email (2-Way Sync) feature allows you to connect your incoming and outgoing emails between the CRM and your personal email accounts, facilitating seamless communication.

Q: What is the Calendar Configuration and how do I use it?

A: The Calendar Configuration allows you to set your primary calendar for scheduling new events and add a Check For Conflicts calendar to avoid double bookings.

Q: How does the Private Mode for Synced Events work?

A: The Private Mode for Synced Events feature helps keep your third-party calendar details confidential. When activated, only you can view the details of your synced events, preventing others from accessing this information on the platform.

Q: How can I enable or disable the Private Mode for Synced Events?

My Profile:
1. Navigate to Settings > My Profile.
2. Scroll to the Calendar Configuration section.
3. Locate the Private Mode for Synced Events option and toggle it on or off as needed.
Calendar Settings > Connections:
1. Go to Calendar Settings > Connections.
2. Find the Private Mode for Synced Events option.
3. Adjust the setting according to your preference.

Q: What are the Notification Preferences and how do I set them?

A: Notification preferences allow you to customize alerts for both web and mobile versions of the platform. You can set preferences for various notifications, including "assigned to" notifications for conversations and tasks, and distinguish between system-generated and custom notifications.

Q: How do I customize my Notification Preferences?

Go to Settings.
Select Profile.
Click on the Notifications tab.
Adjust your preferences to suit your needs for both web and mobile notifications.

Q: Can I set different notification preferences for web and mobile?

A: Yes, you can customize notification preferences separately for both web and mobile versions of the platform.

Q: What types of notifications can I manage?

A: You can manage various types of notifications, including "assigned to" alerts for conversations and tasks, as well as system and custom notifications.

Q: How do I enable or disable specific notifications?

A: To enable or disable notifications, go to the Notifications tab under your Profile settings and adjust your preferences according