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HelpdeskTesoro CRM

Personal settings: profile, password, email

Your own settings, profile photo, password, connecting an email account, signatures, notifications. Changes only for your account; no effect on team members.

Settings → Personal Settings.
Personal settings

When do you use this?

Section titled “When do you use this?”
  • Initial setup after onboarding
  • Change password
  • Connect Gmail or Outlook for email
  • Adjust email signature

Four tabs

Section titled “Four tabs”
Tab Content
Personal Preferences Photo, name, contact, language, date/time format
Password Change password
Email Connect email account + personal signatures
Notification Notification preferences in-app + email

Profile photo

Section titled “Profile photo”
  1. Settings → Personal Settings → Personal Preferences.
  2. Click on your profile photo or initials at the top left.
  3. Menu:
    • Upload avatar / Change avatar
    • Remove avatar: back to initials
  4. Drag an image into the window, or click in it to choose a file.
  5. The Crop profile picture window opens. Make the photo fit the round avatar:
    • Drag the photo to move it.
    • Zoom with the scroll wheel or with the Zoom in and Zoom out buttons.
    • Rotate the photo with Rotate left or Rotate right.
    • Reset restores everything.
    • Under Preview you can see how the avatar will look.
  6. Click Apply. Tesoro uploads the cropped photo. It is immediately visible.
Step 4: choose an image. The window lists the allowed file types and the maximum size.
Upload avatar window with a round upload zone, the text Drag an image here, or click to browse and below it JPG, PNG, GIF, BMP, WebP or AVIF · up to 50 MB.
Step 5: in Crop profile picture you move, zoom and rotate the photo. Only what falls within the frame becomes your avatar.
Crop profile picture window with a square crop frame over a logo, a round Preview on the left, buttons for zooming in, zooming out, rotating left and rotating right, Reset, and at the bottom Cancel and Apply.

Edit personal details

Section titled “Edit personal details”

  1. Personal Preferences tab.

  2. Click Edit at the top right.

  3. Change:

    Field Required Note
    First Name Yes Letters, no numbers, max 100
    Last Name Yes Same
    Gender Yes Male / Female / Prefer not to say
    Date of Birth No Date in the past
    Email Yes Not editable: registration email
    Job Title Yes 2, 100 characters, appears client-facing
    Phone Yes International, 8, 20 characters

  4. Save (or Ctrl+S / Cmd+S). Cancel to abort.

Change password

Section titled “Change password”
  1. Password tab.
  2. Fill in:
    • Current Password: verification
    • New Password: new
    • Confirm Password: repeat
  3. Save → logged out, log in again with new password.

Minimum 8 characters, uppercase + lowercase + number + special character.

Connect email account

Section titled “Connect email account”

Email tab. Three options: Gmail, Outlook, Zoho Mail.

See Email, connect, send, track for steps + differences.

At the bottom of this tab: Personal signatures. Create, edit, duplicate, delete, set default. See Email signatures.

Language and date format

Section titled “Language and date format”

Under Personal Preferences:

  • Language: UI language (e.g. NL, EN)
  • Date Format: e.g. DD/MM/YYYY or MM/DD/YYYY
  • Time Format: 12h or 24h

Changes take effect immediately after saving.

Notification preferences

Section titled “Notification preferences”

Notification tab. Per category you can turn in-app + email notifications on/off.

Categories include:

  • New leads
  • Lead status changes
  • New emails on records
  • WhatsApp/SMS
  • Viewing requests via Client Portal
  • Status changes on deals
  • Activities + tasks

Adjust via switches. Save immediately without a Save button.

Next step

Section titled “Next step”
Connect and send emailConnect Gmail, Outlook or Zoho to your account.