“Profile” in the menu holds your personal settings. They apply in every account you work in.
Personal details
- “Name” — colleagues see it in the member list, the audit log and the calendar.
- “Email” — the address for logging in and for emails. To change it, enter your “Current password”. The new address must be confirmed with the link from the email; the old one gets a notice about the change.
Click “Save”.
Interface language
Choose a language — it is saved in your profile and applies on all your devices and to emails to you. The language buttons in the header do the same (see Getting started).
Notifications
The morning email “Time to reach out today: N” — separately for each account, with the “Morning email about occasions” switch. It arrives after 9:00 account time, only when there is someone to write to. It contains only the number of customers — no names, phones or occasion titles — and a button that opens the calendar.
You can also turn it off with “Turn these emails off” at the bottom of the email itself: a page with one button opens. To turn it back on, come here, to your profile.
Change password
Enter the “Current password”, the “New password” (at least 10 characters; passwords from known leaks are refused) and “Repeat the password”, then click “Change password”. In other browsers you will have to log in again after the change.
Forgot your password? On the login page, click “Forgot your password?”.
Two-factor authentication
A code from an app on your phone after the password. To turn it on or off or to “Create new recovery codes”, first click “Confirm the password to change”. Step by step — in Getting started. New recovery codes replace the old ones at once.
Other browsers
“Log out other browsers” ends your sessions on every other device; you stay logged in here. It needs your current password. Use it if you logged in on someone else's computer or lost your phone.