The profile page is used to set up individual settings for current user.
There are several ways to open the user profile page:
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Choose the [User profile] option from the main menu.
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Click the [Profile] link on the home page.
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Click the profile picture at the top right corner of the window and select [Your profile].
Change password
Click this button to change your account password in Creatio. You will need to re-enter current password.
Localization
Select the interface language. This affects only common interface captions and does not change the language of the section records and lookup values.
Time and date format
Time and date format For example, when you select the "Brazilian (Brazil)" time format, the date will be displayed as dd.mm.yyyy, 00:00 and if you select "English (USA)" — mm/dd/yyyy 00.00 PM
The time and dates on record pages both in the list and in the exported files are displayed in the format specified in the user profile.
Time zone
Select the default time zone. The list of available time zones is configured in the [Time zones] lookup.
The command line settings
Set up the list of additional commands recognized by the Creatio command line, for example, commands that are used for viewing a list of your tasks or any other group of records. These commands are custom so they are only available for the users who added them.
Configuring the Call Center parameters
Configure agent’s telephony parameters, such as telephony server address, phone line, login and password.
Email accounts
To send and receive email messages in Creatio, set up the parameters of your email accounts using the [Email accounts] button. Here you can also view the number of new messages that has been received in each of your mailboxes.
Accounts in external resources
You can synchronize Creatio contacts with your Google contacts, as well as Creatio tasks and meetings with your Google calendar. Facebook and Twitter can be used to search for additional data and contacts within your social networks.
Restore default settings
Restore default interface settings, such as column layouts in section lists, parameters for sorting records, etc.
Note
The system automatically saves custom interface settings, such as list columns layout, parameters for sorting records, etc. For each section, it also saves the information about active system views (sections will open in the views that were selected for them previously).
Note
The list of available time zones in the [Time zones] lookup must match the list of time zones set up on the production server with the deployed Creatio.
See also
•Integration with email services by the IMAP/SMTP protocol
•Integration with the MS Exchange service
• Integration with Google services
•Integration with social networks
Video tutorials
