My Profile & Security

▶️ 1. My Profile Overview (Video)

Watch this brief video for a quick tour of the My Profile section in Velocity360.

🖥️ 2. Access Client Portal via Support Site

Learn how to access the client portal directly through the support site.

👤 3. Profile Details & Email Signature

This section is where you manage your personal identity within Velocity360, ensuring your contact information and outgoing emails are professional and up-to-date.

Updating Contact Information

1. Using the left side panel, navigate to Settings then go into My Profile.
2. Update your personal details (Name, Email, Phone) and verify everything is correct.
3. Add your Email Signature in the designated text box.
   • Pro-Tip: Avoid adding large images that can break formatting.
   • Pro-Tip: Include URLs, but note they may need manual activation by the recipient.
4. Click Update Profile to save all changes.

🔒 4. Password & Security

Maintain a high level of account security by regularly updating your credentials and knowing how to manage your active sessions.

Managing Your Access

1. Changing Your Password: Use the "Change Password" box in the My Profile section.
2. Resetting: Use the "Forgot Password" link on the login screen if you are locked out.
3. Global Sign-Out: Force a sign-out across all devices via the security settings if needed.

📅 5. User Availability

Defining your time zone and working hours is essential for accurate calendar booking.

Setting Your Working Hours

1. Scroll to the User Availability area in My Profile.
2. Verify Time Zone: Essential for preventing booking sync errors.
3. Available Hours: Select days and time blocks. Use the copy icon to apply one day's schedule to the entire week.
4. Click Update Availability to save.

🔐 6. Account Access: Reset/Change Email Or Password

Follow this comprehensive instruction to reset your password or update your account email settings securely.

🌍 7. Update Profile & Contact Time Zone Settings

Ensure your profile and contact time zone settings are accurate to maintain synchronization with your team and clients.

🎵 8. Convert M4A to MP3 Using Zamzar

If you need to convert audio files for your system (such as voicemail greetings), use these steps to easily convert M4A files to MP3 format.

⚡ 9. Set up Your Velocity 360 Profile

Follow this step-by-step tutorial to complete the initial setup of your Velocity 360 profile.

🔔 10. How To Change Notifications Settings

Control how and when you receive alerts from Velocity360. Proper notification setup ensures you never miss a lead or an important update while avoiding unnecessary distractions.

🛡️ 11. Setting Up Two-Factor Authentication (2FA)

Secure your Velocity360 CRM account by enabling Two-Factor Authentication. This adds a critical layer of security by requiring a second verification step during login, protecting your sensitive business data.