Personal settings: profile, password, email

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

Click to enlarge

Settings → Personal Settings.

When do you use this?

• Initial setup after onboarding
• Change password
• Connect Gmail or Outlook for email
• Adjust email signature

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

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Profile photo

1. Settings → Personal Settings → Personal Preferences.
2. Click on your profile photo/initials at the top left.
3. Menu:
   • Upload Avatar / Change Avatar
   • Remove Avatar: back to initials
4. Select image → upload → immediately visible.

Note

Max 1 MB, only images (JPG, PNG, etc.).

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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.

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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.

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Connect email account

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

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

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

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Language and date format

Under Personal Preferences:

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

Changes take effect immediately after saving.

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Notification preferences

Notification tab. Per category you can turn in-app and 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 and tasks

Adjust via switches. Save immediately without a Save button.

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Next step

Connect and send email Connect Gmail, Outlook or Zoho to your account.