There are 5 tabs to configure in the user profile settings. Each user must configure their user profile settings.
Enter in basic profile and contact information for yourself, your team, and any location and licensing information as needed.
Your profile picture will appear at the top right across Shape as well as on your Portal referral landing page.
Change your password if you need to make an adjustment. Make sure you follow the password rules.
Two-factor authentication (22FA) is a method of establishing access to an online account or computer system that requires the user to provide two different types of information. 2FA is an extra layer of security used to make sure that people trying to gain access to an online account are who they say they are.
Choose from either a text or email. When you have 2FA enabled, upon logging in with your username and password, you will also receive a code texted or emailed to your preferred method. You will need to enter in this code in order to proceed with logging into Shape.
If you are using Shape POS for your applications, you will find your application link here to share with your customers.
Here you can sync your Gmail or Outlook calendar to Shape, connect email forwarding, as well as input your email signature
If you have not connected already, you will find an orange “Connect” button at the top of this tab. You will receive a popup to select your provider, either Gmail or Outlook, and be redirected to your provider to put in your credentials and enable any needed permissions.
Under “Connect your Email”, you will find a forwarding address you can input into your email and have copies of emails you receive be forwarded to Shape.
If there is no forwarding email showing, you need to enable email forwarding in the Billing and Transactions settings page linked here.
The toggle to enable Email forwarding will be found in the “Add On Features” section and you will need to toggle ON “Shared Email Inbox”.
Here you will be able to insert your email signature into Shape. Your email signature will append to the bottom of all of the emails you send out of the system.
Below we are including step by step instructions for inserting your email signature!
Below your email signature, you will find the Booking Link field. This field can be used for any booking service that you utilize, such as Calendly or Acuity.
This field has a merge token {Calendly.Link} that can be included in your email signature for quick and easy booking!
The Notifications tab in your profile is used to adjust how you wish to receive your notifications in Shape. At the top, you can put in the Email and Phone number you want to receive your notifications on.
There are many different notification types you can adjust and you can determine whether you want to receive notifications via email, text, on-screen popup, or push notification through our mobile app! You can mix and match these as you see fit.
The Marketing Profile tab can be used for different marketing URLs that your users may utilize such as their social media links or personal video links.
Global user marketing profile links can be set up in the User Marketing Profile settings page linked here: https://secure.setshape.com/manageMarketingProfile
You will also find 4 custom profile fields available in this tab to use as needed!
Lastly the phone tab is utilized to select your phone preference for calling in Shape. You can use the webphone to dila through your internet browser using your computer default audio devices, or, use call forwarding to forward your calls to an external line (like a cell phone or desk phone).
Upload your MP3 audio files for your inbound voicemail greetings from directly within your user profile.
You can also upload your MP3 voicemail recordings to use with your outbound voicemail drop within your user profile.
Absolutely! You will set one default signature and can have as many secondary signatures to choose from as needed.
Your voicemail recordings must be in MP3 format to upload properly.
You can use any booking service that your wish! We only use Calendly as one example that is popular amongst our customers.
Yes you can! In the Role Permissions Settings page you can restrict access to different aspects of the user profile if you wish.
Keywords: user profile, email, password, personal info, profile picture, signature, outbound voicemail, inbound voicemail, phone preference
