ABSS CRM · Settings

My Profile

My Profile is your personal account card: your name, role, email and phone number. You read most of it, and you can update your own phone number. It does not hold your company's details, which are under Settings → Profile.

Who it's for: Every signed-in user who wants to check their own details or update their phone number
Where to find it: SettingsMy Profile
What you need: Nothing extra. Every signed-in user can open it

My Profile walkthrough

Coming soon

What you can do here

Confirm who you are signed in as: your name, role, email and phone number.
Update your own phone number without asking an admin.
Reach your ABSS account, your other ABSS apps and Sign out from the profile menu at the top right.

Before you start

No special permission: Every signed-in user can open My Profile.
How to open it: Open Settings with the gear icon at the top of the screen. Then choose My Profile under My Account, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
A shortcut: Your name and company at the bottom of the sidebar also open My Profile.

Note: Your name and email come from your ABSS account, the same one ABSS Books uses. See My Profile in ABSS Books. Your role and phone number here are your CRM ones.

Check your account details

The card on the screen shows who you are signed in as.

Name and role: At the top of the card: a placeholder picture, your name, and your CRM role underneath.
Username: The same name again.
Email: The email address you sign in with.
Phone: Your phone number in ABSS CRM, with a pencil icon to change it. A dash shows if there is none.

You cannot change your name, email or role here. An admin sets your role under Settings → Users.

Update your phone number

Your phone number is the one thing you can change on this screen.

Choose the pencil icon beside Phone
Its tooltip reads Edit phone number. A window titled Update Phone Number opens.
Enter the new number
Phone is required and takes digits only, from 7 to 10 of them.
Choose Update
You see the message Phone number updated successfully and the card shows the new number. Cancel closes the window without saving.

Note: If your plan includes calling, this is the number ABSS CRM uses for you on calls. Two people in the same company cannot share a number.

Choose your initials at the top right of the screen, on any CRM screen outside Settings, to open a panel about your account.

Your details: Name, Email, User ID, Organisation ID and Role. These are for reading only.
My account: Opens your ABSS account in a new browser tab.
Sign out: Asks you to confirm, then signs you out when you choose Yes, Logout.
My Apps: The ABSS apps your company can use. Choose Books to open ABSS Books in a new tab. Apps you do not have yet are listed under Other Apps or Coming Soon.

Rules to know

Topic	Rule
Who sees it	Every signed-in user. It is at Settings → My Account → My Profile, and the page title is My Profile.
What you can change	Only your phone number. Your name, email and role are shown for reading. There is no password change and no photo upload on this screen.
Phone number	Digits only, from 7 to 10 of them. Two people in the same company cannot have the same number. If the number is taken you see: This phone number is already in use by another sales person.
Shared with ABSS Books	Your name and email belong to your ABSS account, so ABSS Books shows the same ones. Your role and the phone number on this screen belong to ABSS CRM. Changing the phone number here does not change it in Books.
View-only mode	When your ABSS subscription payment is overdue, the CRM turns view-only and the pencil icon beside Phone is disabled.