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Home Settings: My Profile

Settings: My Profile

| by Prashant Singh

1. Feature Overview

Under Menu Settings Settings, the My Profile section allows you to do the following –

  • Update basic details like Name, Date Format, and Timezone
  • Change password
  • Create a signature for emails
  • Subscribe to reports

 

2. Procedure

1. My Profile

From the default LeadSquared dashboard, go to Settings>Profile>My Profile

My profile

2. User Details

All users can update their own profiles, including custom fields that administrators have configured as editable.

Edit My Profile

  • The date format that you select will be used wherever dates are displayed in the application.  The timezone that you select will be show date & time wherever they appear.
  • The selected date format and timezone are tied to users. Each user may have a different date format or timezone.

3. Change Password

change pwd

4. Signature

You can provide HTML and text signatures on this page. These can be used as the sender’s signature while sending emails.

Sign

5. Report Subscriptions

You can subscribe/unsubscribe from daily, weekly and monthly reports. These reports will be delivered to you by email.

Note – The reports that you subscribe to will have the company’s timezone (which is set up by the Admin) since these reports will capture activities and events across users.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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Posted in Profile, Admin & Settings | Tagged reports, Profile, User Profile, My Profile, Password, Change Password, Signature

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    • Product Updates
      LeadSquared
      • LeadSquared Mobile App Updates – Android (v11.6)
      • LeadSquared Mobile App Updates – iOS (v9.7)
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      • LeadSquared Mobile App Updates – iOS (v9.6)
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