Account settings
The Accounts Settings within RealtimeCRM offer a lot of control, and there are a few features you may have missed. In this help article, we aim to show you a few of the things you can do when it comes to both your own and your team’s Account Settings.
Changing your Profile information
Let’s start off simply with how to change your profile information, that is your Username, Password & Email Address. We understand that at some point you may change your email provider, want to rename your account or change your password for security reasons, we have therefore made sure the whole process is as quick and painless as possible.
- Click on your Username which you will find in the top right corner of your screen
- A drop-down menu will appear, click on ‘Settings’ from the list
- Once you have clicked on ‘Settings’, you will then be taken to your ‘My Profile’ page
- On this page, you have the ability to change your Username, password & email address
- All you need to do to change the above is type your desired text in the relevant boxes and click update
Changing your Company Information
We understand that there may come a time when you move premises and get a new telephone number, or you may have misspelled your company name and want to fix it. In the Company Information section of your Settings, you can edit both.
- Click on your Username on the top right corner of your screen
- A drop-down menu should appear, then click on ‘Settings’
- Once you have clicked on ‘Settings’, you will then be taken to your ‘My Profile’ page
- Look in the left-hand menu and you will see ‘Company Information’
- Click on that and you will be taken to your Company Information page, from there you can change your Company’s name and telephone number, it works the same way as your profile information, so all you need to do is type in the boxes and then click update
