How do I change my Profile Settings?

Table Of Contents

Learn how to edit and update your individual profile inside of Infinity Interface.

Changing your Profile Settings. #

There are quite a few settings that will be completely specific to you as a user on your account. Since you can have multiple users (accounts for your VA, OBM, sidekick etc…), it’s important that you make sure your details are correct.

  • Go to Settings
  • Select Business Info

Editing Your Profile Settings: A Step-by-Step Guide #

Accessing Your Profile: #

  • Go to Settings.
  • Click on My Profile.

Profile Information: #

  • Personal Information: Ensure your email address and phone number are accurate for login purposes and two-factor authentication.
  • Email Signature: You can include an email signature here (optional). We typically recommend including it in email templates instead.

Integrations: #

  • Zoom Account: Click Integrate to connect your Zoom account (refer to separate video for setup).
  • Outlook Calendar (Optional): Infinity Interface integrates with Google Calendar, but you can connect Outlook if preferred.

Two-way Sync (New Feature): #

  • This feature (currently in beta) aims to sync email conversations with contacts in Infinity Interface when using two-way communication.
  • Enabling it depends on your email volume and preference.

Additional Settings: #

  • Change Password: Enter your existing password followed by your desired new password.
  • Meeting Location: Select your Zoom account (if connected) as your meeting location.
  • Time Zone: Choose your correct time zone.
  • Availability: Leave this section open and adjust availability for specific appointments later.
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Updated on January 29, 2025