Settings

Profile #

You can update your name, profile image, and password from the Profile Settings page.

How to Update Your Profile #

1. Navigate to Settings → Profile.
2. Update your First or Last name if needed.
3. Click on Edit profile photo to update the avatar image.
4. Add new password to change your password.
5. Click Update to apply the changes.

Ensure your profile details are up to date for a personalized experience.

Custom Branding #

You can now customize your Frappe CRM with a custom Logo, Name, and Favicon based on your business requirements. This feature is accessible under Settings → General.

Home Actions #

You can now add, edit, or hide custom links with icons in the dropdown menu. This feature is accessible under Settings → General.

For custom icons, you can use Feather Icons or add an SVG in the icon field.

Invite Users #

The Invite Members feature allows you to invite agents via email and assign them either Manager Access or Regular Access based on their role.

Access Levels #

• Manager Access: Full access to all features, including editing layouts, integration settings, and other manager-level controls.
• Regular Access: Restricted access, with limitations on editing layouts, managing integrations, and other advanced settings.

How to Invite Members #

1. Go to Settings → Invite Members.
2. Enter the agent’s email address.
3. Select the access level: Manager or Regular Agent.
4. Click Send Invite.

Invitation & Login Process #

1. The invited agent will receive an email with a login link.
2. They can log in using the provided link.
3. After logging in, they can change their password from Profile Settings.

This feature ensures secure onboarding while maintaining role-based access control.