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Your profile

Settings > Your profile is how you appear to your team, and the emails you get. Everyone has it.

  • Your name and Your picture
  • Email: click Change email and enter your New email address. The change takes effect when you open the link we send to it.
  • Time zone: or Same as my organisation

Fill in your Job title, Direct line and Mobile. They’re used in your business’s email signature. See Email signature.

If your business uses built-in calling, choose how you take calls (From this browser or Ring my phone) and confirm Your phone. See Calls and texts.

Under Advanced: your logging address, find the address you BCC to log email you send from Outlook, Gmail or your phone. See Email.

Scheduled reports lists the reports you get by email every week or month. See Reports.

You can leave a business you belong to. Your messages and notes stay where they are, threads you own become unassigned, and your seat is freed. The owners are told you left.

If you’re the only owner, make someone else an owner first, or delete the business.

Delete your account deletes your account and sign-ins for good, and takes you out of every business you’re in. Your name stays in each business’s history so they can still see who did what.