Documentation

Find documentation for our Joomla extensions on this page.

User Profile

At the top of the Dashboard, navigate to the menu and click "Profile". This will take you to your Profile page. On the profile page, you may edit personal info, date and time settings, add additional email addresses, set email preferences and reminders, set a preferred home page chart, set your commission rate, and edit document email settings. 

Edit personal Info

If you click, "Edit personal Info" you may change your first and last name. 

Edit Date and Time Settings

If you click, "Edit Date and Time Settings" you may change your timezone settings to anywhere in the world that you wish to set it. In addition, you may also change the date format from a (Month / Day / Year) to (Day / Month / Year). As for the "Time Format" you may change between a 12 hour time format such as 10 am, 11 am, 12 pm, 1 pm by selecting the option "7:30 pm". Alternatively, you may also use military or a 24 hour time format such as 17, 18, 19, 20, etc by selecting the option "19:30". 

User Inbox with Multiple Email Addresses

If you click "User Inbox with Multiple Email Addresses" you may add additional e-mail addresses to your profile. This is important to do because if you cc or forward email addresses from another email address that is not listed in this section, will prevent it by flagging it as Spam. Note: the "Primary" email address is the address that is attached or linked to your Joomla account. That said, you are not able to change the "Primary" email address from the profile page. Instead, you may only change it (if using the front-end) from the Joomla Profile page as mentioned previously. To add more than two email addresses to your profile, click the "Add Another Email" link. 

Set Email Preferences and Reminders

If you click "Set Email Preferences and Reminders" you may check a box which will allow to send you a daily email every morning about your and your team's activity from the prior day. The e-mail will be sent out around 4:00 am ET every day.

Set Home Page Chart

If you click "Set Home Page Chart" (by clicking the dropdown arrow), a menu will appear where you can change the chart that appears on your Dashboard when you first login. The available chart options are: "Deals by Status Pie Chart", "Deals by Status Bar Chart", "Deals by Stage Pie Chart", "Deals by Stage Bar Chart", "Year-to-date Commissions", "Commissions This Month", "Year-to-date Revenue", and "Revenue This Month".

Set your commission rate for won deals

If you click "Set your commission rate for won deals" you may put in your percentage rate for Won deals.

Document Email Settings

If you click "Document Email Settings" you can define which documents should be excluded when download emails and attachments from your inbox. This will be the name of the file as you have added it to your signature.

User API & Calendar URL

If you click User API & Calendar URL, you may copy your calendar URL and add that as an iCal feed to Google Calendar etc. Note: the example.com text in the screenshot would be replaced with the domain name of your site and with the correct font and size.

Note: Within the screenshot, you will see that the API key is blank / missing. If the API key is blank on your profile page, it means that your website started using before the iCal feature was implemented. This issue will occur even if the old version of was updated to the latest version. When this occurs, it does not affect newly created users. Instead, this issue will only occur for users that had been created prior to the iCal update. 

That said, the work around (for those who are missing their API key) is to have a person with access to the website's Joomla Administration, login to the Joomla Administration. Then, the Administrator needs to navigate to Components … … Users … take notes of the user’s settings … then temporarily delete the user that does not have the api key. Then re-add the deleted user with the data that was there pre-delete. This will assign an api key. data will NOT be lost via this method. This simply unpublished your existing user. When the user is re-added to , the user will be republished with the updated user settings as well as assigned an api key.

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