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How to Update Your Profile

What this does​

This guide explains how to update profile in Franmantra CRM.

Update your own profile details, such as your name, phone number, address, and email signature.

Before you start​

  • Make sure you are logged in.
  • Decide which profile details you want to update.

Steps​

  1. Click the settings icon at the top-right corner of the page.
  2. Open the Business Details section if it is not already open.
Dashboard page with the settings icon highlightedDashboard page with the settings icon highlighted
  1. Click Profile in the left menu.
  2. Review the profile fields on the page.
  3. Click Edit Profile to start editing.
Profile page showing read-only details and the edit iconProfile page showing read-only details and the edit icon
  1. Wait for the fields to switch to edit mode.
  2. Change the details you want to update.
  3. Click Save.
Profile page in edit mode with editable fields and the Update Profile buttonProfile page in edit mode with editable fields and the Update Profile button
  1. Wait for the success message or updated profile details.

What happens next​

Your new profile details appear in your account.

Notes​

  • The fields are read-only until you click Edit Profile.
  • Check your phone number and email carefully before you save.
  • You can also update your timezone, email signature, and signature setting from the editable profile form.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.