Your profile and password

Your profile is what your colleagues see when they click your name: your picture, job title, phone numbers and team. Keep it up to date, because messages sent by automations can use these details too.

Your menu

Click your picture at the top right of any page. Your menu opens, with your name, email and workspace at the top.

• My profile: a quick window to change your picture, Name, Position, Phone and Extension.
• My dashboard and Settings.
• Password (TicAte account), or Change password if your workspace signs in with CRM passwords: see below.
• Two-step sign-in: see Two-step sign-in.
• Sign out and Sign out everywhere: see Sign in with your TicAte account.

Open your profile page

1. Click your picture at the bottom of the left menu. A small card about you opens.
2. Click My profile.

Your profile page has tabs such as Overview, Tasks, Calendar and Projects. Some tabs, such as Files, Activity, Performance and Reports, appear only if your role allows them.

Change your details

1. On your profile page, click Edit profile.
2. Under Basics, change your Full name and Job title.
3. Under Contact, fill in Mobile, Desk phone, Extension and Birthday. Everyone in the workspace sees these.
4. Under Personal, add anything else you want to share. Only you and managers see this part.
5. Click Save changes.

Owners and admins also see an Organisation part, with Joined on, Main department and Reports to.

Change your picture

On your profile page, click the pencil on your picture (Change your picture). Click Add a picture or Change picture and choose a photo, then click Save. Remove takes the picture away.

For a quicker change, choose My profile in your menu at the top right. Its window has Add a picture or Change picture, and your Name, Position, Phone and Extension. Click Save.

Change your password

You sign in with a TicAte account, so your password is kept at TicAte, not in the CRM:

1. Click your picture at the top right to open your menu.
2. Choose Password (TicAte account).
3. Your TicAte account page opens in a new tab. Change the password there. The new password works in every TicAte app.

If your workspace signs in with a CRM password instead, your menu shows Change password. Enter your Current password, then the New password twice (at least 10 characters), and click Change password. Sign out everywhere else is ticked to start with: it signs you out of your other browsers, the phone app and every workspace. Untick it to stay signed in there.