Step-by-Step Guide
Access "My Profile" Settings:
Go to your CRM dashboard.
Go to "Settings" on the bottom of the left side navigation
Click on "My Profile" to see your settings.
Update Your Password:
Find the option to change your password.
Enter your current password and then your new password. Make sure your new password is strong and secure.
Change Your Personal Email or Phone Number:
Look for the sections labeled for email and phone number.
Update with your new details. This is important for keeping your account access secure and ensuring you can be contacted.
Set Your Notification Preferences:
Click on the "Notifications" tab at the top of your profile settings.
Choose how you want to receive notifications (in-app, email, SMS). Turn on notifications for important updates like task due dates or new bookings.
Save your changes to ensure you receive alerts in your preferred way.
When to Update Your Profile vs. Business Profile
Personal Profile: This is about you, the user. Update this section for changes in your login email, phone number, or how you receive notifications. It's tied to your personal access and preferences.
Business Profile: This section is about your notary business details. Keep this updated for any changes in your business contact information, services, or operation hours.
Updating your profile settings in the Notary Success CRM is straightforward and essential for maintaining efficient communication and task management. Regularly check your settings to ensure they reflect your current preferences and information.