Configurations - Account Settings

Account Settings

Company Details

You can personalize the application by uploading your Company logo and details to your BzCRM service; as a result, company logo appears on your home page. Also, your company logo and address can be used in email templates and Inventory tools such as Quotes and Invoice, when exported to PDF files.

Add Company Details

Steps to update your company logo and details
  1. Hover over icon and click **Settings*.
  2. Click Company Details under Configuration.
  3. Click Edit button in the top right corner.
  4. To update your company logo, click Choose File button, browse and open the desired file from your computer.
  5. You can also update company details in the fields provided.
  6. Click Save

Note!
  1. Recommended image size is 170X60 pixels
  2. Recommended image formats are .jpeg , .jpg , .png , .gif , .pjpeg , .x-png

Personalize your BzCRM now!

Changing Password

Change your CRM password frequently for better security.

After logging in with the credentials the Admin sent via email on adding you as a user in the CRM, we recommend you to change your password for better security.

Here’s how to change your password

  1. Click on top right corner user icon.
  2. Click My Preferences
  3. Click Change Password
  4. In the popup, enter the new password and click Save.

Users with admin privileges can reset the password of non-admin users.

Here’s how to Admin can change password of non-admin users:

  1. Hover on icon and click Settings
  2. Click User under User Management
  3. Hover on a particular user and click More > Change Password
  4. Enter new password and click Save
  5. The user is notified via an email.