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Profile Configuration

Video Tutorial​

Setting Up Your Profile​

Personal Information​

  1. Basic Profile

    • Profile Image
    • Full Name
    • Email Address
    • Phone Number
    • Default Calendar
    • Password Management
    • Sign Out Everywhere option

  2. Contact Information

    • Email Signature
    • Calendar Preferences
    • Time Zone Settings
    • Working Hours

Email Integration​

  1. Two-Way Email Sync

    • Supported Providers:
      • Gmail
      • Outlook
    • Features:
      • Automatic contact message appending
      • CRM integration with email history
      • Sent message tracking
      • Conversation history preservation

  2. Setup Process

    • Choose provider
    • Click "Connect"
    • Follow authentication steps
    • Automatic CRM integration

Calendar Integration​

  1. Calendar Providers

    • Google Calendar
    • Amazon Calendar
    • iCalendar
    • Other supported calendars

  2. Multiple Calendars

    • Connect multiple calendars
    • Block time across calendars
    • Automatic availability updates
    • Unified view of appointments

  3. Video Conferencing

    • Supported Services:
      • Google Meet
      • Zoom
      • Microsoft Teams
    • Multiple service connections
    • Automatic meeting links
    • Calendar event integration

Privacy Settings​

  1. Private Mode Settings

    • Synced Event Privacy
    • Availability Display
    • Private Event Handling
    • Calendar Transparency

  2. Availability Management

    • Working Hours Configuration
    • Time Zone Settings
    • Calendar Blocking
    • Availability Updates

Best Practices​

  1. Initial Setup

    • Complete basic profile
    • Connect email provider
    • Set up calendar integration
    • Configure video conferencing

  2. Privacy Management

    • Set appropriate privacy levels
    • Manage calendar visibility
    • Configure private event settings
    • Maintain professional availability

  3. Integration

    • Connect all relevant calendars
    • Set up video conferencing
    • Configure email sync
    • Test integration settings

Next Steps​

  1. Review profile settings
  2. Test email and calendar integration
  3. Configure advanced settings
  4. Complete your onboarding process

Step 1: Personal Information​

  1. Basic Profile

    • Update your name and title
    • Add profile picture
    • Set preferred contact information

  2. Communication Preferences

    • Set notification preferences
    • Configure email settings
    • Set SMS preferences

  3. Time & Location

    • Set your timezone
    • Configure calendar settings
    • Set working hours

Step 2: Interface Preferences​

  1. Theme Settings

    • Choose light/dark mode
    • Set custom color scheme
    • Configure font sizes

  2. Layout Preferences

    • Set dashboard layout
    • Configure sidebar behavior
    • Set default views

  3. Accessibility Settings

    • Configure text size
    • Set contrast preferences
    • Enable screen reader support

Step 3: Integration Setup​

  1. Email Integration

    • Configure email provider
    • Set up email signatures
    • Configure email templates

  2. Calendar Integration

    • Connect calendar provider
    • Set up event synchronization
    • Configure meeting settings

  3. Other Integrations

    • Set up notifications
    • Configure API access
    • Connect third-party services

Step 4: Final Configuration​

  1. Review Settings

    • Verify all profile information
    • Check notification settings
    • Test integration connections

  2. Save Changes

    • Click "Save" to finalize settings
    • Review confirmation message
    • Note any additional setup requirements

  3. Next Steps

    • Start using Stack features
    • Explore additional settings
    • Customize your workflow

Best Practices​

  • Regularly update profile information
  • Test integration connections
  • Document custom settings
  • Keep security settings current