My Security / User Security

See System Settings -> Security -> User Admin / Security section for details on User Security

In Previous versions there was a "My Security Settings" menu item under the Setup Tab. This is now displayed to the left of the main menu dropdown of the menu bar, in a popup called "My Profile":

Clicking the person icon in the top left of the screen, in any module, will open a screen with some information and editing capability to some user settings:

Users can update things like their "From Name" on forms, their preferred default product group in campaign entry, their profile picture, etc.

This also allows them to authenticate their email if using the email integration through Nylas. The My Profile screen also shows the link status to give users insight into the status of their connection.

Possible options here are as follows:

Sync state
Description

valid

All emails for folders, contacts, and calendars are syncing reliably.

invalid

The account has an authorization issue and needs to be re-authenticated.

The "Enable Email Sync" yes/no button will also display or hide the email integration shutter on the customer overview screen.

The when you first select the Email Sync to be enabled, the user may need to log out and back in again before the email integration shutter will be displayed.

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