Update Your Name, Profile and Password

Modified on Fri, 2 Oct at 12:39 PM

Your details changed, or you want a new password. You can update your own profile in a minute, without asking your admin.

Summary

Click your initials at the top right of the screen and choose Profile. On the User tab, change what you need under Account Details and click Update. The Edit and New buttons next to your picture are for your profile photo. The API Keys tab is for connecting other software to NextCrew. Most users never need it.

How to do it

  1. Click your initials at the top right of the screen.
  2. Choose Profile.
  3. Under Account Details, change your First Name or Last Name.
  4. Change your Username, Password, Email or Phone if you need to.
  5. Turn Enable Text Notifications on or off, then click Update.

Where to find it

The menu under your initials at the top right of NextCrew, showing Profile and Sign Out.

Click your initials, then choose Profile.

The Your Profile page on the User tab, showing the Account Details fields: First Name, Last Name, Username, Password, Email, Phone, Enable Text Notifications and the Update button.

Change the fields under Account Details, then click Update.

That's your profile up to date. Read on for signing out and API keys.


Choosing a password

Your agency sets the password rules, such as the minimum length and whether you need a number or a special character. If a password is rejected, check it against those rules. Your admin can see them in Settings › Site Configuration › Company.


Sign out

Click your initials at the top right and choose Sign Out. Always sign out on a shared computer.


API keys

The API Keys tab lets you create a key so other software can connect to NextCrew. Only do this if your admin or a technical partner asks you to. Treat a key like a password. See Connect Other Software with the NextCrew Open API.


If something's not right

What you seeCheck this firstWho fixes it
Your new password isn't acceptedYour agency's password rules.You, then your NextCrew admin
You're locked outYour admin can unlock your account.Your NextCrew admin
You can't change your office, roles or groupsThose are set by your admin on your user record.Your NextCrew admin
Someone else on your team needs their name changedThey can change it themselves under Profile. An admin can also change it on their user record. See Add an Office User.Them, or your NextCrew admin

Other ways people ask this

  • How do I change my name?
  • My name is spelled wrong in NextCrew.
  • How do I change my password?
  • How do I update my email?
  • How do I stop getting texts from NextCrew?
  • How do I sign out?
  • Where is my profile?

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