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User Settings

A quick guide on the options under your user settings

Marsha Galicia avatar
Written by Marsha Galicia
Updated over 3 months ago

When you navigate and hover over your profile image, you'll have these pages available to you. You can update your profile details, set preferences, and manage your account security.


Click play for a quick video guide! ✨


Profile

This page is where you can edit your user settings like -

  1. Update your name

  2. Access and copy your personal XBert inbox address to email-in tasks

  3. Change your Region settings - affects the format of your date and time

  4. View your Timezone - if the CONNECT Portal timezone is turned on, then this will be the same as your CONNECT Portal's timezone

  5. Delete your Account

XBert Chrome Extension

You'll be redirected to your XBert's browser extension available to be added onto your browser.

Help and Support

This is where you can watch our Video Guides or search our Help Articles. You can also chat with us from here and request a customized report.

Chat

This will open up our in-app message system where you can reach out to us for any questions or help.

Switch Business

If you're looking to log into another Business or CONNECT Portal.

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