Your profile and preferences

Your profile is what your team and clients see beside your comments, tasks and messages.

Open your account

Click your picture at the top right and choose My Account, or click Account at the bottom of the menu on the left. On a phone's browser, open Menu and tap your email address. The page is called My account and starts on the Profile tab.

Close

Change your photo

Under Profile photo, choose an image file. It uploads and replaces your photo right away. Remove takes your photo off and shows your initial instead.

Change your name, phone and social handles

1. 1

   Step 1: Under Profile, change your Name or Phone.

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   Step 2: To get text messages, tick Send me SMS notifications. You'll need a phone number. Which texts you get is set on the Notifications tab (see Notifications).

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   Step 3: Under Social handles, add your @handle for any network you like.

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   Step 4: Click Save changes.

Your email address is on this tab too (see Change your email or reset your password), along with Connected AI and Delete account.

Choose where lmnts opens

1. 1

   Step 1: Open the Preferences tab.

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   Step 2: Under Navigation, pick what Plan opens on: List, Posts, Tasks or Calendar. That's the page you land on when you click Plan in a client.

   

   Close

   

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   Step 3: Pick where to go After logging in, go to: Dashboard, List, Posts, Tasks, Calendar or Live.

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   Step 4: Click Save preferences.