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How to Edit a User Profile

How to Edit a User Profile

Learn how to view and edit user profile information!

Updated over 3 months ago


STEP 1 – Access

Click on the Profile Picture Icon in the upper-right corner > Edit Profile.


STEP 2 – View and Edit

You can view or update personal information such as:

  • Name

  • Email

  • Password

  • Access Level

  • Office

  • Profile Picture

  • Email Signature

You can also set user preferences, such as:

  • Favorite Pipeline

  • Calendar View (Month or Week)


If you still have questions, please contact support or reach out via WhatsApp.

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