Your profile contains personal account information used to identify you in PloverCRM and in team workflows. Update it when your name, contact details, time zone, or other personal settings change.
Open your profile #
- Open Settings.
- Select Profile.
- Review the current information before editing.
Update profile information #
- Select the field you need to change.
- Enter the updated value using the format requested by the form.
- Review your time zone and notification-related details carefully; these may affect dates, reminders, and alerts.
- Select Save Changes or wait for the auto-save confirmation.
- Reload the page and confirm that the new value remains visible.
Use your own account information. Do not enter a teammate’s details in your profile.
Verify the change #
Check a lead activity, reminder, or team view where your name or time zone appears. If the old value remains, sign out and back in once, then contact an administrator if necessary.
Profile changes do not automatically change business information, teammate accounts, or workspace settings.
