BizCRM App
Step-by-Step Guide to Updating and Managing Your Profile Settings
STEP 1: Click on "Profile Settings" to Access Your Profile
- Click on Profile Settings in the sidebar to access your profile details.
- Fill in the required fields marked with an asterisk (*), such as Your Email and Your Password.
- Optionally, upload a Profile Picture and provide your Mobile number and Date of Birth.
- Select your Country, Language, and Gender from the dropdown menus.
- After entering the necessary information, click Save to update your profile.
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STEP 2: Click on "PROFILE" Tab
- Navigate to the "Profile" tab in the Profile Settings.
- Ensure your profile picture is uploaded.
- Fill in your name, email, and password (minimum 8 characters).
- Select whether to enable email notifications.
- Provide your mobile number and select your country.
- Choose your preferred language and gender.
- Enter your marital status and share your member ID if applicable.
- Click "Save" to update your profile settings.
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STEP 3: Fill in Your Profile Information
- Click on the Profile Picture area to upload your image.
- Enter your Name (required).
- Provide your Email (required).
- Set your Password (must have at least 8 characters).
- Choose to Enable email notifications (Yes/No).
- Fill in your Mobile number.
- Select your Date of Birth.
- Choose your Country from the dropdown.
- Select your Gender.
- Enter your Slack Member ID (optional).
- Indicate your Marital Status (optional).
- Click Save to store your information.
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STEP 9: Click on "Enable Google Calendar" to Activate Integration
- Locate the "Enable Google Calendar" section in your profile settings.
- Choose "Yes" to activate Google Calendar notifications or "No" to disable them.
- Ensure all other required fields marked with an asterisk (*) are filled out.
- Review your selections before proceeding to the next step.
- Click "Save" to confirm your changes.
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STEP 15: Click on "Slack Member ID" to Enter Your ID
- Locate the "Slack Member ID" field in the Profile Settings form.
- Click on the field to activate it for input.
- Enter your Slack Member ID as required.
- Ensure all mandatory fields marked with an asterisk (*) are filled out.
- Once completed, proceed to the next step by clicking on "Save" to finalize your profile settings.
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STEP 20: Click on "Save" to Finalize Profile Settings
- Ensure all required fields marked with '*' are filled out (e.g., Mobile, Date of Birth, Slack Member ID).
- Review optional fields for additional information, such as your address.
- Click the Save button at the bottom right to finalize your profile settings.
- Confirm that all entries are correct before saving to avoid any issues.
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