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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