Account Information Setup

Account Information Setup Setting up account information on Getfly will help you:

Enhance Security: Configuring your Getfly account information helps protect your account from unauthorized access.

Enhance User Experience: Setting up your account allows you to customize Getfly's interface and functions to better suit your needs.

Increase Work Efficiency: Configuring your account information helps you manage your business activities more effectively.

1. Set Up Personal Information

To edit personal information, click on your Avatar -> Personal Information -> Edit Information.

The screen will display the following personal information fields:

Profile Picture: Use a square image, approximately 200x200 pixels in size for the best display.

Phone Number: If your company has set up SMS notifications, your phone number will be used to send reminders for scheduled tasks.

Email: Ensures you don’t miss any notifications when you're not logged into the software.

Gender: Select your gender.

Signature: If your company integrates email, your signature will automatically be included when you send an email to customers.

Password: Allows you to set and change your account password.

2. Notification Settings

While using the software, you will need to receive notifications related to customers or tasks you are involved in. To configure notification settings, click on your Avatar -> Display Name -> System Notifications.

You can select the following notification options:

Receive All Notifications: A quick action that allows you to select all notifications instead of choosing each one individually.

Deselect All Notifications: A quick way to opt-out of receiving all notifications.

Function: This refers to the modules for which notifications are enabled. This column will only display modules that you have been granted access to.

Notification Device Type: Choose whether you want to receive notifications on a PC (computer) or the App (mobile).

Email Notifications: You can configure to receive notifications via email.

Note: The functions displayed in the notification section depend on the permissions granted to your account for those features.

3. Change Account Password

To change your password, click on your Avatar -> Personal Information -> Edit Information.

Enter your Old Password and then set your New Password as shown in the image below. Afterward, click Update to save the changes.

Once you update your password, the system will ask you to log out and log back in using your new password.