How do I change my details or password in Tazk CRM?
Click your name at the top right of the screen and choose My account. Personal Info holds your name, email, phone number, photo and the multi-factor authentication switch. Change Password updates your password, Information holds your address, Social your social links, and Preferences chooses how you are notified. Click Save Changes after editing. Logout is in the same menu as My account.
What is in the profile menu?
Your name and role show at the top right of every screen. Click them to open a menu with three choices:
- My account — your details, password and preferences (below).
- Activity — the devices that have signed in to your account and when each was last active.
- Logout — signs you out. Always log out on a shared computer.
What is on the My Account page?
| Section | What it is for |
|---|---|
| Personal Info | Your photo, First Name, Last Name, Email and Phone Number, and multi-factor authentication. |
| Information | Your address: area, address, pincode, city, state and country. |
| Social | Links to your Twitter, Facebook, Google, LinkedIn, Instagram and Quora profiles. |
| Preferences | How you are told about each kind of update — in the app, by push, email, SMS or WhatsApp. |
| Change Password | A new password for signing in. |
How do I update my name, email or photo?
- Open My account; Personal Info opens first.
- Upload a photo, and edit your First Name, Last Name, Email or Phone Number.
- Click Save Changes, or Cancel to leave everything as it was.
How do I turn on multi-factor authentication?
- On Personal Info, switch on Multi-Factor Authentication.
- A six-digit code is sent to your email. Enter it in Enable Multi Factor Authentication and click Verify.
- Click Save Changes.
From then on, each sign-in asks for a code sent to your email — see Signing In to Tazk CRM.
How do I change my password?
- Open Change Password.
- Enter your Current Password, then the New Password and Retype New Password. A checklist shows which rules the new password meets.
- Click Save Changes.
A password needs at least 8 characters, with an upper-case letter, a lower-case letter, a number and a special character.
How do I choose which notifications I get?
Open Preferences. Each kind of update has a column for In-App, Push, Email, SMS and WhatsApp; tick the ways you want to hear about it. Use Search notifications to find one, then click Save Notifications.
The bell at the top of the screen shows your in-app notifications, with a count of the unread ones.
How do I change the screen language?
Use the Language picker in the top bar. Tazk CRM can show its screens in English, हिन्दी (Hindi), தமிழ் (Tamil) and తెలుగు (Telugu).