Signing in and your account

Signing in

Open GeoCRM in your browser and sign in with the email address and password your administrator set up for you. If your organisation uses automatic sign-in links, following that link signs you in and takes you straight to the Dashboard.

If you can't sign in, check with your administrator that your account is marked Active — an inactive account cannot sign in and cannot be scheduled onto jobs.

Your profile

Open the menu using your initials in the top-right corner and choose My Profile.

Personal information

• First name and Last name — how you appear throughout the app, including on the scheduling calendar and on dockets
• Email address — your sign-in address
• Phone
• Position — your job title, shown under your name in the team register
• Timezone — affects how dates and times display for you

Click Save Profile when you're done.

Profile photo

Click Upload photo under your avatar. If you don't upload one, GeoCRM shows your initials on a coloured background.

Changing your password

Use the Password panel on the right. Enter your current password, then your new password twice. Passwords must be at least eight characters. Click Update Password.

Email signature

The Email signature panel holds text that is appended to emails GeoCRM sends on your behalf — for example the job confirmation emails you send to clients from a job record. Set this up once and it applies to every email you send from the app.

What you can't change here

Some details on your profile are managed by your organisation, not by you:

• Department
• Role
• Access level — shown as a badge in the top-right of the profile page

If any of these are wrong, ask an administrator to update them in Team members.