Personal Account Settings
Change Personal Information
You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc.
To change personal details
- Go to Setup > General > Personal Settings.
- In the Personal Settings page, click Edit icon for the corresponding section.
- Modify the personal details in the Account Information pop-up as required. (Refer to the table below)
- Click Save.
List of Standard Fields
| Field Name | Description | Data Type |
| First Name | Specify the first name of the user. | Text box |
| Last Name* | Specify the last name of the user. This field is a mandatory field. | Text box |
| Alias | Specify the other name of the user. | Text box |
| Role* | Select the role (for example, Administrator, Agent, and others). This is a mandatory field. You can change this value only if you have the Admin profile. | Pick list |
| Profile* | Select the profile. This is a mandatory field. You can change this value only if you have an Admin profile. | Pick list |
| Email* | Display the primary E-mail ID of the user. This field can be updated in Zoho Accounts. | |
| Website | Specify the website URL of the user. | URL |
| Phone | Specify the official phone number of the user. | Pick list |
| Mobile | Specify the mobile phone number of the user. | Text box, integer value |
| Fax | Specify the FAX number of the user. | Text box |
| Date of Birth | Select the date of birth of the user from the mm/dd/yyyy drop-down list | Date box |
| Street | Specify the primary address of the ZohoTempstafing user. | Text box |
| City | Specify the name of the city where the user lives. | Text box |
| State | Specify the name of the state where the user lives. | Text box |
| Zip | Specify the postal code of the user's address. | Text box, integer value |
| Country | Specify the name of the user's country. | Text box |
| Language* | Select the language. This field is a mandatory field. | Pick list |
| Time Format | Specify your time format (12 Hours or 24 Hours). This field is a mandatory field. | Pick list |
| Time Zone* | Select the time zone in which you are working. This field is a mandatory field. | Pick list |
Change Locale Information
Based on the country locale, you can mention the language for your account. Also, choose between 12 hr time format and 24 hr time format in the Workerly account. The date format is automatically updated with the country locale that you select. The following international date formats are supported:
- dd-mm-yyyy
- mm-dd-yyyy
- yyyy-mm-dd
To change language, country locale, time format and time zone.
- Go to Setup > General > Personal Settings.
- In the Personal Settings page, click Edit icon for the Locale Information section.
- Choose the value from the corresponding drop-down lists.
- Click Save.
Change Name Format
By default, the name format is set as <Salutation> <First Name> <Last Name>. However, you can change the name format as per naming conventions used in your country.
Example: In the USA the name format is generally <Salutation> <First Name> <Last Name> whereas in Japan the format is <Last Name> <First Name> <Salutation>
To change name format
- Go to Setup > General > Personal Settings.
- Under the Name Format section, drag and drop the Salutation, First Name and Last Name to change the order.
- Click Save.
Change Password
Zoho provides Single Sign-on service, and so if you change the password for Zoho Workerly, it will be changed for all Zoho Services. You can change the password from Zoho Accounts. Please note that you cannot change the password for other users.
To change password
- Click Settings icon and then click My Account.
- In the Zoho Accounts page, click Security.
- In the Password page, enter your Current Password and New Password in the corresponding fields.
- Click Save.
The New Password gets updated and should be used to sign in to all Zoho Services.
Use Signature
While sending emails to your customers, you can embed a signature automatically in the body of the message. Signatures can be customized as per your requirements.
To use the signature feature
- Go to Setup > General > Personal Settings.
- In the Personal Settings page, click Edit icon for the Signature section
- Specify the signature in the HTML editor.
To use the signature in emails, you need to enable the Add User Signature checkbox in the email template. - Click Save.
Add Logo in your Signature
You can also add a logo in your signature by providing the image source in the HTML code.
To add a logo in your signature
- Go to Setup > General > Personal Settings.
- In the Personal Settings page, click Edit icon for the Signature section
- In the editor pop-up box, click
to select an image and insert.
- Click Save.
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