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Help center/AssociationSphere User Management/User Settings

User Settings

Activities and functions of the User Settings feature

What is the User Settings page?The User Settings are found in the menu under your user initials in the top right corner of the page. Clicking on User Settings will take you to the page where you can: - Manage your name under Personal Information - Add your Phone number for Two-Factor Authentication - Set your…Can I change my login ID email?With two-factor authentication, the email address used to login cannot be changed. An administrator with your organization can create a new login with your new email address, then the old user can be deactivated/deleted. Custom Grid views and direct email signatures/templates wi…How do I change my password?- Mouse over your initials in the upper right-hand corner and click User Settings (1). - Under Change Password, (2) enter your old password (3), then enter your new password (4). - Confirm your new password (5) and click on Update Password (6).Can I change my password again if I want to?Yes, you can change your password as many times as you would like by following the same steps that were listed previously.How can I set up Direct Mail?Direct Mail allows you to send emails to a single constituent by clicking on their email address or send to groups of constituents using the Actions menu. Direct Mail messages are saved in each constituent's record on their Email Marketing Tab. Direct Mail is automatically enabl…Direct Email Signatures and TemplatesFor user who have opted to use the Direct Email feature in their account, they can also generate signatures and templates to be inserted into the Direct Email body. To turn on the ability to send Direct Emails see this articles: Clicking the “+New” button under the Signature or…What Are the User Settings Preferences?There are three options in the User Settings Preferences section: - Turn on Email Reminders for Open Follow Up Interactions - Turn on Launch Grid Links in New Tab - Default Direct Mail Sent From The first preference is Turn on Email Reminders for Open Follow Up Interactions. Whe…