Overview

The User Profile in WeekMate CRM contains your personal and contact information. You can update these details whenever there are changes such as a new phone number, updated email, or profile picture.

Editing your profile ensures that your information stays accurate and up to date within the system.

This article explains how to update your profile information directly from the User Portal.

Before You Begin

Before editing your profile, make sure:

•  You are logged in to the WeekMate CRM User Portal.
• You have access to the User Profile section.
• You know what information needs to be updated.

Steps

1. Log in to the WeekMate CRM User Portal.
2. Navigate to the User Profile section.
3. Click on Edit Profile.
4. Update your personal information such as your name, contact details, or profile picture.
5. Review all the changes.
6. Click Save to update your profile.

Video Tutorial

Watch the video below for a complete walkthrough of this process in WeekMate CRM.