User Profile Settings in Shape
Getting Started
Show users how to manage their day and stay organized in Shape.
User Profile Settings in Shape
This video walks through the settings inside your user profile and how they directly affect how Shape behaves for you. These settings control how you appear in the system, how communication is handled, and how calls and automation function during your day.
Profile Information and Security
Your profile starts with your personal information, including name, contact details, and profile photo. This information is used across records, communication, and reporting. This section also includes login security tools such as password changes and optional two-factor authentication, which adds an extra verification step each time you log in.
Application Links, Teams, and Licensing
Your profile stores the application link used when sending forms to contacts. Depending on your setup, this may be a Shape point-of-sale link or a custom external application link. This section also includes team and branch details, along with location, time zone, and licensing information that Shape uses for routing, compliance, and integrations.
Email, Calendar, and Scheduling
Connecting your email and calendar allows Shape to sync messages and events with Gmail or Outlook. Once connected, you can control how syncing behaves and whether activity flows one way or both ways. This area also stores your email signature and booking link so automated messages always include the correct branding and scheduling options.
Notifications and Activity Behavior
Notification settings determine how you are alerted when activity occurs in Shape. You can choose to receive updates via email, text, in-app alerts, mobile push notifications, or any combination that fits your workflow. This section also controls whether inbound calls automatically open the related record when answered.
Notification options include:
- Email notifications
- SMS alerts
- In-app popups
- Mobile push notification
Marketing Profile and Custom Fields
The marketing profile allows admins to create reusable profile fields that users can populate themselves. These fields are commonly used for social links, branding elements, or other personalized details. Once filled out, they can be dynamically merged into emails and texts based on who is assigned to the record.
Phone Settings and Call Handling
Phone settings control how calls are placed and received. You can choose to use the web phone through your browser or forward calls to an external number like a mobile or desk phone. This section also supports voicemail greetings and prerecorded voicemail drops to speed up outbound calling and maintain message consistency.
Phone options include:
- Web phone or call forwarding
- Voicemail greeting uploads
- Pre-recorded voicemail drops
Why This Video Matters
Your user profile controls how records are routed, how communication is delivered, and how automation personalizes outreach. When these settings are configured correctly, Shape works more efficiently in the background, reducing friction and keeping your workflow consistent as activity scales.
