Updating CRM user profile

How to Update Your Profile in Trella CRM

Follow these steps to update your name, contact details, address, time zone, and notification preferences in Trella CRM.

Update your profile

1. Log in to Trella CRM and go to the main dashboard.
2. Click your profile icon in the top-right corner of the screen.
3. Select My Profile from the dropdown menu.
4. Update any of the following fields:
5. Name and contact info: your display name, email, and phone number.
6. Address:  your mailing or work address on file.
7. Time zone: this controls how event and call times display on your calendar.
8. Notification preferences: how and when Trella CRM alerts you (e.g., email vs. in-app).
9. Click Save to apply your changes.

Your changes take effect right away. There's no need to log out or refresh the page.

A few things to know

Why does my time zone matter?

• Trella CRM uses your time zone setting to show events, calls, and reminders at the correct local time on your calendar. If meetings look off by a few hours, check this field first.

A field is greyed out and I can't edit it, why?

• Some fields are managed by your account administrator rather than by individual users. If you can't edit a field you need to change, ask your Trella CRM admin to update it for you.

Does this work the same way on mobile?

• You can access your profile from the menu icon in the top-left corner of the Trella CRM mobile app. Field availability may vary slightly by device.