User Profile Setup Guide

This User Profile Setup Guide describes the settings a user can set from the "My Settings" page within the Forth CRM. It is organized into the following sections:

• Overview
• How to Access
• How to Use
  • My Profile Settings
  • Notification Settings
  • Email Settings
  • Connected Accounts
  • Change Password

Overview

The My Settings page in the global header allows users to set their profile information, notification preferences (in-app and via SMS), and mail configurations and signatures.

How to Access

1. Log into the FORTH CRM.
2. Click to open the Profile and Settings dropdown menu in the top right corner. 
3. Click My Settings (as shown below) 
4. Proceed to the section you want to set up.

How to Use

My Profile Settings

In the My Profile section, you can:

• Edit the first and last names assigned to a particular user name.
• Update the Mobile Number and Fax Number associated with your profile.
• Update the Timezone and whether the system will show Absolute Time (showing the actual date and time) or Relative Time (showing dates relative to the current time, i.e., "3 minutes ago".

Notifications Settings

The Notifications section (see image above) offers two tabs by which to set Notifications. The first tab is "Preferences" (see red highlight above). This is where you can assign whether or not Unread Notifications are shown to the user, AND if you wish pop-up notifications to slide in left from the bottom corner of the screen, and then disappear. These decisions are made by toggle button for each.

The second tab is the Categories tab (see image above). This offers a radio button to enable or disable the method to be alerted about the various platforms and integrations. These methods are via Pop-Up and via the Notification Center.

Email Settings

This section offers two tabs to set up. The first tab is Configuration (see the red box at the top of the image below). Here, you can establish your email provider information or disconnect an existing provider. The second tab is Signature (see the red box at the bottom of the image below).



The Signature tab is where you can establish the Email Signature you wish to append to all outgoing emails.

Connected Accounts

This is where you can connect to accounts you have established with various software vendors. These include Intuit Quickbooks (Accounting Software) and Phone Dialers, such as BlueRock. In the example shown above, you would enter your BlueRock Username in the Bluerock text field.

When you are finished editing your My Settings page, click the Save Changes box that appears on the bottom right of the page.

If you try to exit out of the My Settings page, you will receive a warning notification at the bottom of the page, similar to the one shown below.

Change Password

For information on editing your password settings, see our Help Center article titled Managing Your FORTH CRM Password.