Profile Settings: Personal Info, Contacts & Documents

What is Profile Settings?

The Profile Settings section in CRM LEAF allows users to manage their personal information, login credentials, emergency contacts, and notification preferences. These settings help maintain user-specific configurations and ensure timely communication.

Profile Fields

Field	Description
Your Name	Displays the logged-in user’s name.
Your Email	Used as the login ID and for all system notifications.
Your Password	Must be at least 8 characters long. Leave blank to keep the existing one.
Receive Email Notifications	Toggle to enable or disable system-generated email alerts.
Enable Google Calendar	Integrate with Google Calendar to sync events and schedules.
Country	Select your residing country for time zone and localisation settings.

Emergency Contacts

Field	Description
Name	Full name of the emergency contact.
Email	Contact’s email address.
Mobile	Mobile number of the emergency contact.
Relationship	Relationship to the user (e.g., Spouse, Friend, Manager).

This section allows users to store important contact information for emergencies.
No record found initially. Add emergency contacts manually.

Documents

Users can upload personal or ID documents as needed for organisational records. This may include:
Identification Proof
Employment Agreement
Certifications

Quick Actions – Profile Settings

Action	How To
Update Name or Email	Edit fields under Profile and click Save.
Change Password	Enter new password (min. 8 characters). Leave blank to keep current.
Toggle Email Notifications	Enable or disable using the provided radio options.
Connect Google Calendar	Select Yes to enable integration.
Add Emergency Contact	Click Add Contact and enter required fields.
Upload Personal Documents	Use the Upload File option under the Documents section.

FAQ – Profile Settings

Q: Can I update my login email from here?
A: Yes, simply edit the Your Email field and save changes.
Q: What happens if I disable email notifications?
A: You will no longer receive email alerts for tasks, deadlines, or updates.
Q: Is the Google Calendar sync mandatory?
A: No, it’s optional. Enabling it helps sync your CRM events with Google Calendar.
Q: Can admins view my emergency contacts?
A: Yes, system administrators can access this data for safety and compliance.
Q: What type of documents should be uploaded?
A: Personal IDs, HR-related files, or certifications relevant to your employment.