Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Profile Menu → Account Settings → My Profile

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Open your profile menu and review personal details and time zone.

  2. 02

    Set notification preferences for the conversations, appointments and tasks you own.

  3. 03

    Review connected calendars and external integrations.

  4. 04

    Update your password and enable the strongest available sign-in protection.

  5. 05

    Sign out of devices or sessions you no longer use.

TalkTuit tips

Small details that make this work better

  • Keep recovery information current.
  • Use a unique password stored in an approved password manager.
  • Do not disable important security or billing alerts.
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