Editing your Basic Settings, such as Time Zone, Login Info, and Contact Details

The extent to which you are able to edit your basic settings may vary from user to user, depending on the permissions set by the Account Owner.  If your account administrators have made the profile option visible and you'd like to edit it, you can click on the "My Profile" option from the dropdown at the top right of the screen, then click on the "Edit Profile" button from the My Profile page.

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  • Timezone:  It is very important for all users to set their individual Timezone; setting the correct Timezone will affect the times at which Activities and Sessions are listed for each user, and is also necessary to schedule times for automated integrations.
  • Login and Password:  Depending on the Account Owner or Unrestricted Admin's preferences, individual users may or may not be able to reset their given Login and Password. IF the option is available, the boxes to enter your desired Login and Password will appear at the top of the "Profile" page. Once you have entered your new Login and Password, be sure to scroll to the bottom of the page and click "Save."
  • Contact Details:  As with Login information, a user's ability to view or edit their personal contact details may or may not be accessible, depending upon the Account Owner's preferences.  If your contact details are accessible, and you would like to edit them or add information, scroll towards the bottom of the Edit Profile page and enter your changes.  Then click "Save" at the bottom of the page.

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