Step by Step - Updating Profile Settings
Renewable Dream Team
19 steps
3 minutes
1
Navigate to [https://app.myrdt.com](https://app.myrdt.com)
2
Navigate to Contacts then Click "My Profile Settings"
3
Click the "First Name" field and fill it in with your first name.
4
You can edit your last name in the last name field.
5
You can also update your email by filling the email field in.
Changing your user email will also change your login email for RDT and Lead Connector
6
You can also change your phone number in the phone field. Make sure to input your valid phone number.
When you are assigned a lead within RDT your incoming calls will route to your profile phone number. This is usually set to your cell phone number
7
In personal data you can also change your personal logo which is usally set to a profile picture...this is used in conversations to note that communication came from you.
8
Click "Update Profile" to update the recent changes that you made.
9
To Update your RDT password click the "Current Password" field.
10
In the password area, you can change and edit your password.
11
The email signature section is where you can create your own email signature to include in your messages.
12
Make sure to click save after making any edits.
13
In the user availability area, make sure to select your own time zone.
14
You can see and edit the time and days where you are available in this area as well. If you integrate with a calendar RDT will only look for availability within the time windows you setup here.
15
You can click the "Apply All" button to apply the time you selected to all your available days.
16
You can select a meeting location in this field.
17
Make sure to click "Update Availability" after making any edits.
18
You will need to confirm any changes to the meeting location.
Calendar setup is detailed in the updating calendar integrations quick action guide available here [https://impactactions.myrdt.com/rdt-setup-updating-calendar-settings](https://impactactions.myrdt.com/rdt-setup-updating-calendar-settings)
19
Finished: Your profile settings are setup
Step by Step - Updating Profile Settings
Renewable Dream Team
19 steps
3 minutes
1
Navigate to [https://app.myrdt.com](https://app.myrdt.com)
2
Navigate to Contacts then Click "My Profile Settings"
3
Click the "First Name" field and fill it in with your first name.
4
You can edit your last name in the last name field.
5
You can also update your email by filling the email field in.
Changing your user email will also change your login email for RDT and Lead Connector
6
You can also change your phone number in the phone field. Make sure to input your valid phone number.
When you are assigned a lead within RDT your incoming calls will route to your profile phone number. This is usually set to your cell phone number
7
In personal data you can also change your personal logo which is usally set to a profile picture...this is used in conversations to note that communication came from you.
8
Click "Update Profile" to update the recent changes that you made.
9
To Update your RDT password click the "Current Password" field.
10
In the password area, you can change and edit your password.
11
The email signature section is where you can create your own email signature to include in your messages.
12
Make sure to click save after making any edits.
13
In the user availability area, make sure to select your own time zone.
14
You can see and edit the time and days where you are available in this area as well. If you integrate with a calendar RDT will only look for availability within the time windows you setup here.
15
You can click the "Apply All" button to apply the time you selected to all your available days.
16
You can select a meeting location in this field.
17
Make sure to click "Update Availability" after making any edits.
18
You will need to confirm any changes to the meeting location.
Calendar setup is detailed in the updating calendar integrations quick action guide available here [https://impactactions.myrdt.com/rdt-setup-updating-calendar-settings](https://impactactions.myrdt.com/rdt-setup-updating-calendar-settings)
19
Finished: Your profile settings are setup
