The name and email address you provided when signing up for the Cloud user account are displayed under "Settings > Account > My Profile." Your name and email address will appear in the emails sent from Cloud to your customers.
You can add your phone number, photo, job title, and bio (professional summary) to your profile. Customers see your photo, job title, and professional summary in the proposals, and this can make the proposals look more credible.
The following screenshot shows how the photo, job title, and professional summary appear in the proposal. If necessary, you can include a more detailed bio.
There are a few more changes you can make if you want to in the "Account settings" section:
Role - assign yourself a role from the ones in the dropdown.
Dashboard view - choose what you want to see on the Dashboard page.
Time zone - the time zone Cloud uses for your personal calendar feed and for the timing of reminders and notifications sent to you. Make sure it matches where you work, especially if your team covers more than one time zone.
Check out this article if you want to enable multi-factor authentication in the "Security settings" section.
In the "Calendar Feed" tile, you can create a private link to see your own schedule in Apple Calendar, Outlook Calendar, or Google Calendar. See Creating D-Tools Cloud Calendar feed URLs for the steps.
If you need to reset your account password, see the instructions in this article.
If you are stuck on any of these steps or have questions or concerns, please don’t hesitate to contact the D-Tools Cloud Customer Success Team via chat or at cscloudteam@d-tools.com.