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My Settings

This article houses all of the individual settings that you can adjust in My Settings for your personal profile.

🚨 Notification Settings

📝 Note: This section only applies if your firm is using Notifications. If you are using Action Items, these items cannot be adjusted.

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You can learn more about the Notification settings in our Notifications article.

⚙️ Account Settings

  1. Click Change Photo to upload a new picture for your profile!
  2. Displays your current email address. If this needs changed, please contact Support.
  3. You may edit your first and last name here.
  4. Once all changes have been made, click Save Settings.
  5. Click Change Password to update your current password while logged in.

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🔒 Two Factor Authentication (MFA)

You can enable or disable Multi-Factor Authentication here. You can learn more in our User Multi-Factor Authentication article.

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🪧 Email Signature

This area allows you to add your email signature to items sent through Truss, adding an additional level of personalization to all our correspondence. To learn more, check out our How to add your Email Signature into Truss article. For the Advanced Signature (AI) feature, see it in our Advanced Email Signatures article!

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📥 Email Signature Link

We provide direct links to provide to clients to upload files to your firm! Learn more in our articles for Outlook and Gmail:

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🤝 Send As Authorization

A 'send as' authorization allows another user to send items using your name.

  1. Any currently authorized users for your name will appear here. You can click Remove on the right to end their authorization.
  2. You can select a user from the drop-down and then click Authorize to give them permission to use your name.
  3. If anyone has given you authorization to send on their behalf, they will appear here.

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📵 Email Never Sync List (Personal)

📝 Note: This option will only work if you have Email Sync turned on.

  1. Check Do not sync my inbox emails to Truss to stop our system from syncing client emails that are sent to your inbox.
  2. You can add specific email addresses or domains to the Email Never Sync List to prevent them from being added as Activity under the Contact record.

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🔵 Default Project View

You can toggle on whether the default Project view is a List or Task Cards based on your preference!

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