pplCRM

Your profile

Your photo, your details, and your account facts, plus a snapshot of your own activity.

1 min read

Open your Profile from the avatar menu in the top-right corner. This page is about you: how you appear to teammates, which notifications reach you, and what you have contributed.

Profile photo

Upload a photo and crop it right in the app, or remove it to fall back to the default. A real photo makes assignment menus and activity feeds much easier to scan for everyone.

Notification preferences

Notification preferences live in Settings (avatar menu → Settings), not on the Profile page. Choose, per event, whether you are alerted by email and in-app: mentions in comments, tasks assigned to you, tasks due, contacts assigned to you, finished exports, and import summaries. Every switch applies instantly. Administrators set workspace defaults, but your choices there are yours. See Settings and configuration.

Verify your email
If a “verification pending” notice sits at the top of your profile, click the link in the verification email. Some features stay limited until your address is confirmed.

Your activity and impact

The bottom of the profile tallies your recent contributions in the workspace, a quick answer to “what did I actually get done this month?”

Related

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