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    Updating Your Personal Profile

    Ensure your personal details, password, and email signature are correctly configured.

    For: All Users
    Time: 10 minutes

    Instructions

    1

    Navigate to My Profile

    Click on Settings at the bottom of the left menu, then select "My Profile".
    COFFEE CRM Settings My Profile screen showing Personal Details
    Settings > My Profile: Update your personal details, email, phone number, and profile image.
    2

    Update Your Basic Info

    Enter your first name, last name, phone number, and email. You can also upload a profile picture which will be visible internally.
    3

    Set Your Email Signature

    Scroll down to the "Email Signature" section. Type your signature or paste it from your email client. Check the box to "Enable Signature on all outgoing messages" if you want it applied automatically.
    COFFEE CRM Signature editor toggle and rich text toolbar
    Email Signature editor: Toggle on 'Enable signature on all outgoing messages' and format your signature.
    4

    Change Your Password

    In the User Password section, you can update your password. We recommend using a strong, unique password.

    What Success Looks Like

    • Your name and contact info are correct.
    • Your email signature is saved and enabled.

    Common Mistakes

    • × Forgetting to click "Update" or "Save" at the bottom of the page after making changes.
    Last updated: 10/1/2026