Manage your Profile

Profile information is used in different Cendyn Sales Suite products to identify you within the product and to your customers. 

Navigate to Profile

In the main navigation, select the drop-down list next to your username. Then select My Profile.

Update Personal Information

Required values are shown with an asterisk (*) and all except Email Address can be modified. If multilanguage functionality is configured you can capture your profile information in the other configured language(s). Choose a language from the drop-down list, enter your information in the other language and select Save.

Change Password

Select Change Password and follow the steps to update your password. When you have finished making changes, select Save.

Manage your Profile Picture and Signature

Proposal users can use the Profile Picture and Signature widgets to save Profile Picture and Signature in Proposals that sent to customers. One can use the Pencil icon to edit, Trashcan icon to delete the existing images and save all the changes.

Note
Once a file is added, it can be resized and cropped, although the aspect ratio remains constant.

Roles & Access

The Roles & Access area shows what properties and products a user has access to, as well as the role they have for each. Use the search option to find a specific property if needed. The shading and underlining of the product name indicate if you have Admin or Non-Admin access.