Your profile
My profile holds the settings that are yours rather than your company’s. Open it from the sidebar or from your own menu in the top right corner.
Before you start
Section titled “Before you start”No permission is needed. Everyone who can sign in can open their own profile, and only their own.
- Open My profile.
- Change your Name, Email, Salutation, Title, Phone or Mobile as needed. Name and Email are required.
- Set Timezone to your own offset from UTC — Singapore is UTC+8 — and choose a Date format.
- Choose your Language: English, 简体中文, 繁體中文, Bahasa Melayu (Beta) or ไทย (Beta).
- Select Save changes.
- To change your password, select Change password, enter your current password and the new one twice, and confirm.
What happens next
Section titled “What happens next”Timezone and Date format change how easySales shows dates and times to you, everywhere, as soon as you save. They change nothing for your colleagues. A calendar day — an invoice date, a due date, a quotation expiry — is the same day for everyone; printed documents follow your company’s time zone.
Your language applies on this browser and is also in your own menu. Names you type, custom field names and printed documents stay as they are.
Rules to know
Section titled “Rules to know”- Username, Role and Team are under Set by your administrator and are read-only.
- Last sign-in shows when you last signed in and from which address. If you were not working then, tell your administrator and change your password.
- Changing your password signs you out of every device, including this one. Use at least 8 characters.
- AI access lists the tokens that connect AI assistants to your account. Select New token to create one, choosing Read only or Full — same as you, and Disconnect token to stop one — see Connect an assistant.