In the top right-hand corner of your dashboard, you’ll see a small icon with your profile image or a silhouette. Clicking this opens your Profile Dropdown Menu, which gives you quick access to your personal settings and account preferences.
Here’s what each option in the dropdown does:
1. Profile
This is where you can update your personal profile. You can upload a profile photo or your company logo here. This image will appear on your dashboard and help us personalize your experience.
2. Company Details
This section displays your business information such as:
- Company name
- Address
- Phone number
If you've already provided us with this information, it should already be filled in for you. If anything is missing or incorrect, feel free to update it or contact us for help.
3. Announcements
This is where we’ll post important updates. Whether it's a scheduled system maintenance, a holiday closure, or general news from our team, you’ll find it here.
4. Language
Use this option to select your preferred language. The system will automatically translate your entire CRM interface to the language you choose.
5. Logout
Click here to safely log out of your client portal when you're done.