User Profile

Your CRM profile, preferences, and account details.

Overview

The profile screen (#/profile) edits the current WordPress userโ€™s CRM-facing identity: name fields, avatar preferences, and personal options exposed by the app. It is separate from the global CRM settings that affect all users.

API

ProfileController serves read/update endpoints for permitted fields. API token management for integrations may also surface here depending on your versionโ€”tokens always follow the security rules in API tokens.

Related: In-app notifications.