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My Settings ​

Introduction ​

The Horilla CRM My Settings Section provides users with comprehensive control over their personal profiles, system preferences, and account security. This section integrates multiple modules that enable users to manage personal information, configure regional and localization settings, monitor login activities, manage holidays, and organize opportunity teams. By centralizing user-specific configurations, the My Settings Section ensures that each user can customize their CRM experience while maintaining organizational standards and security protocols.

Key Features and Functionalities ​

2.1 My SettingsOverview ​

Purpose: Provide a centralized hub for all user-specific settings and configurations.

Access: My Settings section in the sidebar with sub-sections:

  • User Profile
  • Regional & Formatting
  • Login History
  • Holiday
  • Opportunity Team

Key Features:

  • Single navigation point for all personal settings and preferences
  • User-specific configurations that do not affect other users
  • Immediate application of changes without requiring logout
  • Secure management of personal and professional information
  • Session and login activity monitoring
  • Holiday management for personal and company-wide schedules
  • Team organization for sales opportunities

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2.2 User Profile Settings ​

Purpose: Enable users to maintain accurate personal and professional information within the CRM system.

Access: My Settings → User Profile (default view)

Key Features:

  • Edit personal information: First Name, Last Name, Email Address, Contact Number
  • Manage address details: City, State/Province, Country, ZIP/Postal Code
  • Update work information: Company, Department, Role
  • Configure localization preferences: Language, Time Zone, Preferred Currency, Date Format, Time Format
  • Email validation ensures proper format and uniqueness
  • Real-time validation prevents invalid data entry
  • Inline editing with Save/Cancel functionality
  • Format preview examples for date and time selections

2.3 Regional & Formatting ​

Purpose: Configure how dates, times, currencies, and numbers display across the system based on regional preferences.

Access: My Settings → Regional & Formatting

Key Features:

  • Date-time format configuration with predefined options (e.g., YYYY-MM-DD HH:MM:SS)
  • Separate date format selection for date-only fields
  • Time format options: 12-hour AM/PM or 24-hour display
  • Language selection for interface localization
  • Time zone configuration (GMT, PST, etc.) with automatic time conversion
  • Currency selection (INR, USD, EUR, etc.) for all financial fields
  • Number formatting options: No Grouping (1000000) or Grouped (1,000,000)
  • Changes apply instantly across all CRM modules
  • Settings persist across browser sessions

2.4 Login History ​

Purpose: Provide users with visibility into their login activities for security monitoring and accountability.

Access: My Settings → Login History

Key Features:

  • View all login sessions with session details
  • Display information: Browser, OS, Login Timestamp, IP Address, Active/Inactive Status, Login/Logout events
  • Green/Red indicators for active and inactive sessions
  • Chronological display of all login and logout events
  • Export functionality: Export sessions to CSV, Excel, or PDF
  • Multi-select checkboxes for bulk export operations
  • Session transparency and accountability tracking

2.5 Holiday Management ​

Purpose: Manage both company-wide and user-specific holidays for scheduling and planning.

Access: My Settings → Holiday

Key Features:

  • View company holidays applicable to the entire organization
  • Manage user-specific holidays for personal scheduling
  • Track holiday dates and names
  • Plan around company schedules and personal days
  • Integrate holiday information with activity and meeting scheduling
  • Support for both recurring and one-time holidays

2.6 Opportunity Team ​

Purpose: Create and manage collaborative sales teams for handling opportunities with defined roles and access levels.

Access: My Settings → Opportunity Team

Key Features:

  • Create independent opportunity teams with descriptive names and descriptions
  • Each user manages only teams they have created
  • Add team members with specific roles (Account Manager, Sales Representative, etc.)
  • Assign access levels: Read/Write or Read-Only permissions
  • View team member details: Name, Role, Access Level
  • Edit team member roles or permissions
  • Remove team members as needed
  • Empty state guidance for new users
  • Bulk member addition during team setup

Conclusion ​

The Horilla CRM My Settings Section empowers users to personalize their CRM experience while maintaining professional standards and security protocols. By providing comprehensive control over personal information, regional preferences, login monitoring, holiday scheduling, and team organization, the section ensures optimal user experience and system governance. The centralized interface makes it easy for users to configure their profiles, monitor their activities, and collaborate effectively through organized opportunity teams.