Profile, language and two-step verification

Goal. Keep your personal details up to date, choose the language and time zone of your workspace, and protect your account with two-step verification.

Prerequisites. An active session. To reach the screen, click the avatar in the top right corner and select "Profile".

Photo and cover

The header shows the cover, the photo, the name, the email, the role and the company.

• "Upload photo" accepts JPG, PNG or WebP of at most 2 MB. "Choose color" replaces the photo with an initial on a colour, and "Remove" clears it.
• "Change cover" and "Remove cover" manage the header's background image.

"Profile information"

1. Fill in "First name", "Last name", "Job title" and "Phone number".
2. The "Email address" cannot be changed; the screen itself says so.
3. Click "Save changes". The CRM confirms with "Profile updated".

"Regional settings"

• "Language": "Spanish" or "English". The change applies instantly to the whole interface.
• "Timezone": the time in which you see appointments, deadlines and tasks. It is saved with "Save changes".

"Security": enabling two-step verification

"Two-factor authentication (TOTP)" adds a temporary code, generated by an authenticator app such as Google Authenticator, Authy or 1Password, to your password. The indicator shows "Enabled" or "Disabled".

1. Click "Enable 2FA".
2. Open your authenticator app and scan the QR code shown on screen.

3. Type the code shown by the app in "6-digit code".
4. Click "Verify and enable". The CRM confirms with "2FA enabled successfully".

From then on, every sign-in asks for the app's code on the "Two-step verification" screen. To remove it, click "Disable"; the CRM confirms with "2FA disabled".

If the administrator turned on "Require two-step verification (2FA)" in "Settings" › "Business parameters", section "Team security", nobody on the team can enter without the code. Anyone who has not set it up sees the QR code on the verification screen itself when signing in.

Troubleshooting

• "Incorrect code, try again". Codes expire every 30 seconds; type the one the app shows at that moment. Also check that the phone's clock is correct, because the code depends on it.
• You changed phones and lost the authenticator app. Without the code it is not possible to sign in. An administrator of the company must help you recover access.
• The image is rejected. "The file is not a valid image (JPG, PNG or WebP)" or "The image exceeds 2 MB" state the reason; convert or shrink the image.