Account Management Made Simple
Control your user profile, security, preferences, and more from a single dashboard.
Contact SupportWhat is Account Management?
Account Management in CRM gives every user a secure, personalized experience—allowing you to manage your information, change passwords, control privacy, and configure how the CRM works for you.
Key Account Features
Profile
Edit your name, photo, contact info, and other personal details.
Security
Change your password, set up 2FA, and view login activity.
Preferences
Choose notification settings, themes, and language options.
Role & Permissions
View your role, access level, and request additional permissions.
What Can You Do?
Notifications
Enable or mute email, SMS, and in-app notifications.
Connected Apps
Manage integrations (Google, Slack, Outlook, etc.) in one place.
Activity Log
See your login history and recent actions for added security.
Why Is Account Management Important?
A secure, user-friendly account puts you in control—so you can:
- Keep your information up-to-date and visible only to authorized users
- Protect your account from unauthorized access and suspicious activity
- Customize how you interact with CRM features and alerts
- Empower collaboration while keeping sensitive data private
All Your Account Tools, One Dashboard
Profile & Avatar
Update your display picture and personal details.
Privacy Controls
Set who can see your data and activity inside CRM.
Access Recovery
Forgot your password? Easily reset it anytime.
Your Security, Our Priority
Our platform uses top-grade encryption, two-factor authentication, and regular security audits to keep your account and data safe at all times.
Ready to Take Control?
Manage your account settings, privacy, and notifications anytime.
Go to My Account