Your Account & Settings
This guide will help you manage your personal profile, enhance your security, and customize your experience within Fairforse CRM.
Your Profile
Personal Information
Update your name, job title, and profile picture. This information is visible to your team members and helps streamline internal collaboration.
Language & Timezone
Adjust your time zone to ensure all meeting times and deadlines are displayed correctly for you and your clients. You can also change your preferred language.
Password & Security
Change Your Password
To keep your account secure, it's a good practice to change your password regularly. Follow the simple steps in the settings menu to create a new, strong password.
Two-Factor Authentication (2FA)
Add an extra layer of security by enabling 2FA. This requires a verification code from your phone in addition to your password, protecting your account even if your password is compromised.
Notifications & Preferences
Email & In-App Alerts
Customize which events trigger notifications. You can choose to receive alerts for new leads, deal updates, task assignments, and mentions from your team members via email or in-app pop-ups.
System Preferences
Manage personal display preferences, such as the date format, currency symbol, and default home screen, to make your Fairforse dashboard feel like home.
Billing & Organization
Subscription Management
Administrators can view and update the current subscription plan, manage payment methods, and access a history of invoices and billing statements.
User & Role Management
Easily add or remove team members and assign specific roles to control their access to different modules and data within the CRM.
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Explore more topics in our comprehensive help center.