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πŸ‘€ User Profile & Notifications

Your C360 User Profile centralizes everything about your account β€” from personal details to company information and notification preferences.
Keeping this up-to-date ensures seamless collaboration, accurate branding, and timely updates across the platform.


✨ Profile Settings​

Accessing your profile is quick and easy:

  1. Click the User icon in the top-right header.
  2. Select Profile & Preferences from the dropdown.

This opens your Profile Dashboard, where you can manage personal and company details.

Access Profile Settings
Accessing Profile & Preferences in C360

πŸ”‘ Personal Information​

Under the Profile tab, you can update essential details:

  • Salutation
  • First & Last Name
  • Job Title
  • Phone Number
  • Email Address
  • Time Zone
  • Profile Picture
Edit Profile Information
Updating Personal Information

🏒 Company Information​

In the Company Information tab, ensure your brand identity is always consistent by providing:

  • Company Name
  • Phone Number & Website
  • Address, City, Postal Code, Country
  • Company Color & Logo
  • Social Media URLs (Facebook, Twitter, LinkedIn, Google+)
Company Information
Adding Your Company Information

πŸ’‘ Pro Tip: Company information automatically appears in default email templates, ensuring professional and branded communication.

Default Email Template
Branded Email Templates Powered by Your Company Info

πŸ”” Notification Preferences​

Never miss an important update β€” customize how you stay informed:

  1. Open the Preferences tab in your profile.
  2. Toggle notifications for activities such as:
    • Lead status changes
    • Opportunity stage updates
    • Assigned tasks, assets, or campaigns
    • Assigned emails, templates, or multi-touch campaigns
    • Landing pages, forms, and microsites
Notification Settings
Personalizing Notification Preferences

πŸ‘‰ Once configured, click Update to save your preferences.

πŸ“© Viewing Notifications​

Stay on top of updates using the bell icon in the header:

  • The bell shows a real-time count of new notifications.
  • Click to expand a dropdown with quick filters:
    • All β†’ Complete notification history
    • Today β†’ Updates received today
    • Last 7 days β†’ Last week’s activity
    • Last 15 days β†’ Two weeks of updates
Notifications Dropdown
Quick Filters for Notifications

For full visibility, click View All to access the Notifications Page β€” filterable by date or notification type.

View All Notifications
Comprehensive Notifications Center

Each notification links directly to the relevant detail page, so you can act immediately.


πŸ–ΌοΈ Logos​

Logo Management allows users or organizations to upload, update, and maintain their own brand logos within the system.

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This ensures consistent branding across all communication channels while giving users full control over logo versions, visibility, and placement.

To access it:
➑️ Click Select User Profile Icon β†’ Click on Profile and Preference Tab β†’ Click on Logos Tab.

Manage Logos​

  • Go to the User Icon β†’ Profile Preference β†’ Logos Page.
  • Click on Upload Logo Link or on Upload Icon.
  • Select the Picture from the desktop.
  • Click on Update.
info

You will find three options for Managing the Logos i.e. Over Primary Color, Over White, and Favicon.

Notification Settings
Personalizing Notification Preferences

✨ Platform Style​

Platform Style focuses on defining and managing your organization’s visual identity β€” including color schemes, typography, and design elements.

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It ensures all assets consistently reflect your brand’s tone, personality, and values across every platform.

To access it:
➑️ Click Select User Profile Icon β†’ Click on Profile and Preference Tab β†’ Click on Brand Tab.

Manage Platform Style​

  • Go to the User Icon β†’ Profile Preference β†’ Platform Style Page.
  • Select the appropriate color you want to give for the elements by clicking on the color picker.
  • Click on Update.
info

You can set the color of the elements for both dark and bright mode.

Click to See the elements you can design:
  • Primary Button - Secondary Button - Element State - React Email Chips - Count Notification

Notification Settings
Personalizing Notification Preferences

βœ… Why This Matters​

  • Keep your personal and company details current for professionalism and trust.
  • Ensure all communication carries your brand identity automatically.
  • Tailor your notifications so you only receive updates that matter most.

With C360’s Profile & Settings, you’re always in control β€” making collaboration easier, communication clearer, and decisions faster. πŸš€