Let's walk users through setting up their personal profile settings in the CRM system, including editing user information, managing availability, and configuring notifications.

Key Setup Steps:

1. Accessing Profile Settings Navigate to Settings > My Staff to edit personal details. Use the pencil icon next to your name to open your profile. Basic Information: Update name, email, and phone number. Ensure a phone number is entered for two-factor authentication (2FA) (recommended for security). Change passwords manually or send a reset email to a team member.

2. Email Signature Copy and paste an existing email signature or create one from scratch. Basic text-based signatures are preferred, but more advanced formatting is covered in another video. Option to include the signature in reply emails (similar to Gmail/Outlook). Click Save when done.

3. Roles and Permissions Admins: Have full control over CRM settings and user permissions. Users: Have restricted access and cannot override admin settings. If a user role is changed, accessibility settings may be affected.

4. User Availability & Time Zone Ensure your personal time zone is set correctly (may differ from the account-wide time zone). Availability should be set as wide as possible (e.g., midnight to midnight for 24-hour availability). Scheduling availability is further restricted at the calendar level. Users can override availability manually when scheduling appointments.

5. Default Meeting Location Set a default location for meetings (Zoom, Google Meet, phone, or physical address). Zoom Setup Tip: Use a permanent meeting link instead of generating a new one each time. Google Meet requires account integration before it can be selected.

6. Notification Settings Choose how to receive CRM notifications (in-app, email, or SMS). Notification types include: Conversations & messages Tasks & reminders Facebook/Google reviews (requires integration) Mobile app notifications are also available.

7. Additional Profile Settings Two-Way Email Sync (found under "My Profile") allows syncing emails between CRM and external inboxes. Details on whether to enable email sync are covered in a separate video.