Settings: My Profile

1. Feature Overview

Under 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

2. User Details

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

• 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

4. Signature

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

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?

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