Each user can update their personal Nutshell account preferences in Profile settings.
To access your Nutshell profile:
Click your user icon in the top right
Click Your settings > Profile
Click 'Save changes' after making any updates
What you can add on your profile
Upload a profile photo for a fun way to show off the work you're doing in Nutshell. It'll be included on all your logged activities and emails on Nutshell timelines:
Add or remove email addresses you want to use to log into your account.
Turn on your notifications in the Notifications tab.
Subscribe to daily or weekly digest emails in the Email digest tab.
Change your password in the Security tab.
Control your availability
You can control your availability for round-robin lead assignments. Toggle yourself to Away if you're on vacation or otherwise unable to take on new leads — you'll be skipped in the rotation for any pipeline using round-robin assignment, and leads will go to the next available teammate instead. Switch back to Available whenever you're ready to receive leads again.
Choose a default market (or 'currency': note that these need to be setup first by an admin in company settings).
Nutshell automatically detects your time zone the first time you log in, but you can choose a different time zone.
Select a new phone code if it is different from your company's default phone code.
Select your preferred weather units.
Switch between accounts
If you're part of more than one Nutshell account, like a consultant working across client accounts, you can now move between them in the same browser without logging out and back in each time.
Add another profile
The first time you want to bring a second account into the mix, you'll need to add it as a profile.
Click your user icon in the top right
Click Add new profile
We'll open a sign in page in a new tab. Log into that account like you normally would
That's it, the account is now saved as a profile you can jump back to anytime. You can use the same email on every account, or a different email for each one, whichever matches how your accounts are set up.
Switch between accounts
Once you've added a second profile, switching is quick.
Click your user icon in the top right
Click on your name
Pick the account you want to jump into
You'll land right there, no password needed.
A few things worth knowing
Each account keeps its own separate login. Switching doesn't merge accounts or share a seat between them.
If you switch or sign out in one browser tab, your other open Nutshell tabs will ask you to refresh before you keep working, so you don't accidentally make changes in the wrong account.
This list only remembers accounts added in that specific browser. A new computer or browser starts fresh with just the account you sign into there.