Getting started
Set your profile, language and password
Use this Pixie CRM guide to set your profile, language and password. It covers the navigation path, key controls and the checks that confirm completion.
Where to goTop-right profile menu → Edit profile
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for set your profile, language and password, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Top-right profile menu → Edit profile in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Name, Email, Language, Password.
- Then check Two-factor authentication. Use verified information and do not fill optional values with placeholders.
- Complete Set your profile, language and password using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Name
Email
Language
Password
Two-factor authentication
Checks before you finish
- Confirm the intended Pixie CRM workspace.
- Check profile, timezone and notification preferences.
- Make sure your role exposes the areas you need.
- Complete a low-risk test action and verify activity history.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.