Manage Your Profile and Preferences
Every user in Frappe CRM has their own profile and personal preferences. These settings apply only to your account, allowing you to customize your experience without affecting other members of your team.
Note
Profile and preference changes are personal. Updating your settings does not modify the experience or preferences of other users in your organization.
Open Your Settings
- Click your profile name at the top of the left sidebar.
- Select Settings.
The Settings page contains two sections:
- Profile – Manage your account information.
- Preferences – Personalize how Frappe CRM looks and behaves.
Profile
The Profile section contains your personal account information used throughout Frappe CRM.
Name
Update your display name to control how your name appears to teammates across the CRM.
Email and Signature
Click Configure to open your Email Settings, where you can manage outgoing email preferences.
Email Signature
Create an email signature that is automatically added to every email you send from Frappe CRM. This helps maintain consistent and professional communication with leads and customers.
Outgoing Email Account
If multiple email accounts are available, you can choose which account to use when sending emails.
For example, you might switch between:
- Your personal work email.
- A shared mailbox such as sales@yourcompany.com.
Tip
Using a shared team email helps maintain consistent customer communication while allowing multiple team members to collaborate from a single inbox.
Password
You can update your account password at any time from the Profile section to help keep your account secure.
Preferences
The Preferences section allows you to customize your personal CRM experience.
Theme
Choose how Frappe CRM appears on your device.
- Light — Always use the light theme.
- Dark — Always use the dark theme.
- System — Automatically follows your operating system’s appearance settings.
Language
Select your preferred application language. Language preferences apply only to your account, allowing each user to work in the language they are most comfortable with.
Timezone
Set your local timezone to ensure activities, meetings, reminders, and timestamps are displayed accurately throughout the CRM.
Best Practice
Verify your timezone immediately after creating your account to ensure scheduled activities, reminders, and email timestamps match your local time.
Next Steps
Once your profile and preferences are configured, you’re ready to collaborate with your team.
- Invite additional users to Frappe CRM.
- Assign roles and permissions.
- Start managing leads, deals, and customer communication together.
