Profile settings

account settings

The ‘My Profile’ page in RealtimeCRM allows you to update your personal information including your name and email as well as re-ordering your list of Favourites and changing the default language of RealtimeCRM.

To reach your My Profile page simply

  • Click on your Username and then click ‘Settings’ from the drop-down menu
  • This will take you automatically to your My Profile page allowing you to make various changes
  • If you’re changing your name or Email remember to click the ‘update’ button once you’ve made your changes

Profile settings

Note: Please remember that your email address is also your login name so once changed you must use this new email address to get back into your account.