Settings: My Profile

Created by PX Marketing, Modified on Tue, 19 Aug at 5:56 PM by PX Marketing

Overview

The My Profile page is your personal hub for managing account information, availability, integrations, and notification preferences. Accessible under Settings → My Profile, this page is built on PXME’s micro app architecture and supports internationalization—allowing you to manage your profile in your preferred language.


General Tab

  • Personal Data – Update first/last name, email, phone, calendar, platform language, and email signature.

  • Change Password – Reset your account password.

  • Email Signature – Add or paste your email signature.

    • Use {{user.email_signature}} to insert automatically into emails.

    • Optionally apply it to all replies by default.

    • Note: You must be assigned to a contact for the custom value to work.

  • Sign Out Everywhere – Secure your account by logging out from all devices with one click.


User Availability

Set your:

  • Timezone

  • Available Days & Hours

  • Meeting Location

These settings ensure accurate scheduling and display in calendars and automations.


Integrations

  • Zoom – Automatically generate meeting links.

  • Outlook / iCloud Calendars – Sync meetings for smoother scheduling.

  • Email (2-Way Sync) – Send and receive emails directly through PXME.


Calendar Configuration

  • Primary Calendar – Where new events are scheduled.

  • Check for Conflicts Calendar – Add a second calendar to prevent double bookings.

  • Private Mode for Synced Events – Keep third-party synced events confidential.

    • When ON, only you see details of synced events.

Where to Configure:

  • Settings → My Profile → Calendar Configuration → Toggle Private Mode

  • Settings → Calendar → Connections → Toggle Private Mode


Notifications

Control alerts across web and mobile. Set preferences separately for each platform.

Manage notifications for:

  • Assigned conversations and tasks

  • System vs. custom notifications

  • Calendar/video integration disconnections

Access:

  • Settings → My Profile → Notifications tab


FAQ

Q1: How do I access My Profile?
Go to Settings → My Profile in your PXME account.

Q2: What does internationalization mean here?
You can view your profile in your native language for a localized experience.

Q3: How do I update my personal info?
Edit details in the General Tab.

Q4: What can I set under User Availability?
Timezone, working days/hours, and meeting location.

Q5: How do I connect external accounts?
Use the Integrations section to link Zoom, Outlook, or iCloud.

Q6: How does Email (2-Way Sync) work?
It syncs both incoming and outgoing emails between PXME and your email account.

Q7: What’s Calendar Configuration for?
It manages scheduling and conflict prevention.

Q8: How does Private Mode work?
It hides synced third-party calendar event details from other PXME users.

Q9: Can I set different notifications for web and mobile?
Yes, preferences are configurable separately.

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