Profile and personal settings

Your profile controls how you appear to teammates across Helpin: your name and your avatar. Your personal settings also cover notifications, sign-in security, and which workspace opens after you log in.

Open your profile

Open the account menu in the sidebar and choose Profile. You can also open Settings and select Profile under Personal.

The Personal group in Settings contains:

Page	What you manage
Profile	Your name, avatar, and connected Google accounts
Notifications	How and when Helpin notifies you. See Notifications
Security	Password, two-factor authentication, and passkeys. See Security settings

Update your name

1. In Personal info, edit Full name. A name is required.

2. Select Save changes. Helpin confirms with Profile updated.

Your email address is shown for reference but can't be changed.

Change your avatar

Select your avatar in Personal info to open the picker. You can:

• Upload a photo and crop it to fit.

• Pick a generated style if you'd rather not use a photo. Generated avatars save as soon as you choose one.

• Remove your photo to go back to your initials.

Connect your Google account

When you're in a workspace, the Connected accounts card at the bottom of your profile lets you connect Gmail and Google Calendar to CRM. See Gmail and Google Calendar integration.

Choose the workspace that opens after login

If you belong to several workspaces, open Settings → Organization details and pick a Default Workspace. Helpin redirects you there after you log in. Choose None (first available) to open the first workspace you can access.

To switch workspaces at any time, choose All Workspaces from the account menu.

Switch between light and dark mode

Select the sun or moon icon in the sidebar to switch between light and dark mode.

Sign out

Open the account menu and choose Sign out.