People: Profile Tab

Profile
Within this section of your firm you will find the following tabs: Your Profile, Firm, Users, Clients, Tags.

Your Profile
Here you can edit your email address, change your password & edit the timezone associated with your Firm's location. Under the "Clockwork" heading you will find your Firm's "Import URL" for Contact Grabber, your  Pendulum email address, Firm domain and Privacy Policy.

Firm
This tab allows you to upload and/or replace your Firm's logo, edit the Firm's name and all contact information as well as mark the firm as "Do Not Contact" or "Do Not Stem".

Users
All Users associated with your Firm as well as their "Role" will be listed in this section. This tab allows you to edit the User's email address and role (User Roles can ONLY be edited by an Admin or Partner).

Clients
This tab lists all Clients within your Firm. You can make edits within this section including changing their Role, email address or even delete them as a User.

Tags
Tags are a great way to categorize and search in your database. You can easily edit tags to manage and utilize this feature. Within this tab you can "Add Tag" by name and description. You can also "Destroy" the tag if it unwanted or unnecessary.