User Setup Personal Information

This Article will guide you to the Personal Information and setup menu and where to change your Password or Email address, get a new Security Token, set your Email preferences, and adjust Task and Event reminder settings. 

First, click on your User icon in the upper right corner of the screen. 

Then click Settings

Navigate to the Personal Information page

Here you can change your Email address, your Mobile phone number, and address information.

Note: An Email address change will prompt an Email to be sent to your new email address and action will be needed to Verify the new email address before the change to the email address will take effect within the system. See also: Change my Email address

From the My Personal Information menu you can also Change your Password

You will be prompted to enter your current password and the new password. If you have not setup a Security Question and Answer you will want to do that at this time. Setting the Security Question assures that you will be able to reset your password via email verification if needed in the future. 

Next you'll want to set Task and Event reminders and when they pop up for the Activities you are assigned. 

Navigate to Activity Reminders

Here you will adjust the settings for Task and Event reminder pop-ups. From this menu, you can also set whether or not the system sends an Email to you when you've been assigned a Task. 

Next let's look at the My Email Settings menu 

Here you can set if you'd like to receive a BCC copy of the emails you send from the system, as well as set your Email Signature. 

If your organization is using improveit 360's email templates, we recommend using the Salesforce Email Composer as well.