Overview

My Profile is your personal settings page in Marketscape CRM. From My Profile, you can update your contact information, configure your calendar display preferences, control how many records appear in list views, grant temporary support access to your account, and view which Market Spotlight markets are enabled for your login. Changes take effect after you click Save Profile at the bottom of the page.

My Profile settings are only available on Marketscape CRM for web.

In this Article

• Where to Find My Profile
• User Details
• Timezone Settings
• Records to Show Per Page
• Grant Login Access
• Calendar Settings
• Market Spotlight Access

Where to Find My Profile

My Profile is accessible from any page in Marketscape CRM. Select the user icon at the top right corner of the screen to open the dropdown menu. Click on the "My Profile" option to open the My Profile page

The My Profile page will open. The details of each section is included below.

User Details

The User Details section displays your personal contact and location information. Most fields in this section are editable directly from My Profile. Details are included below the image:

Your name and email address in User Details are what appear to other users when you log activities, add notes, and send communications within CRM. Keep this information current so your team can identify your work accurately.

Timezone Settings

The Timezone Settings section controls the timezone used to display dates and times throughout your Marketscape CRM account — including calendar events and activity timestamps. Select your timezone from the Timezone dropdown. The Current Date/Time field to the right updates to show you what the selected timezone currently reflects, so you can confirm the selection before saving.

Records to Show Per Page

The Records to Show Per Page setting controls how many records appear at one time when you're viewing a list in Marketscape CRM — such as your Accounts, Contacts, or Referrals lists. Use the Show dropdown to select your preferred number. Showing more records per page means less clicking through pages; showing fewer can be useful on smaller screens or slower connections.

Grant Login Access

The Grant Login Access section lets you temporarily allow a Trella Health Support representative to log into your account on your behalf. This can help support staff diagnose issues or walk through a problem with you without requiring you to share your password.

When you make a support request that requires login access, they will probably suggest an expiration date.

Support access is time-limited and expires on the date you set. You can revoke access at any time before the expiration date by returning to this section and selecting No.

Calendar Settings

The Calendar Settings section controls how your Marketscape CRM calendar looks and behaves. These settings affect the Calendar page and any calendar views within CRM.

For complete details about your calendar in Marketscape CRM, see Calendar Overview.

Field	Description	Images
Default View	This allows you to  default calendar layout when you open the Calendar page.  Agenda view is a special presentation that displays meeting agendas. The image to display this mode is too large. Try it out to see. It is easy to switch to see.
Week/Day View Time Range	The start and end times displayed when viewing your calendar in Week or Day mode. Set to a range that matches your typical working hours.
Default Appointment Length	The default duration pre-selected when you create a new calendar event. Each event can be edited to different durations
Show Weekends?	Controls whether Saturday and Sunday appear in your calendar views.
Calendar Subscription	A unique URL you can use to subscribe to your Marketscape CRM calendar in an external calendar application (such as Google Calendar or Outlook).
Click on the large link to open additional options. Copy to Clipboard - This will copy the URL to create a calendar .ics file that you can use to create a calendar connection to Outlook. Calendar - clicking on this link will open the calendar creation link directly into a browser and download the calendar .ics file Share - This sends the link to your email address so you can provide it to another user. Google Calendar - immediately opens another browser tab and opens your Google calendar and requests to add you Marketscape CRM calendar to your Google Calendar Delete Subscription - Clicking this link will delete your calendar subscription. If you have already set up a calendar connection to Google or Outlook, the connection will be removed. For all the details, see Calendar Subscription.

The Calendar Subscription URL lets you see your CRM appointments alongside your other calendar events without leaving your preferred calendar app. The link is unique to your account — treat it like a password and don't share it.

Market Spotlight Access

The Market Spotlight Access section shows which post-acute markets are enabled for your Marketscape CRM login. Markets are displayed by care setting.

The image in the table is from an administrator account and therefore has access to lots of states and lines of business. It is highly likely that your access will show far less.

Field	Description
Home Health Markets	Home health markets accessible to your account
Hospice Markets	Hospice markets accessible to your account
SNF Markets	Skilled nursing facility markets accessible to your account
HME/Infusion Markets	HME and infusion markets accessible to your account
HME/Infusion Codesets	Displays the codesets you have access to.

Market Spotlight Access is read-only. Your market access is provisioned by your administrator and cannot be changed from My Profile. If you believe your market access is incorrect, contact your company account administrator.

Saving Your Changes

After updating any settings on the My Profile page, click Save Profile at the bottom of the page to apply your changes. Changes are not saved automatically — any edits you make will be lost if you navigate away without clicking Save Profile.