My Roof CRM

Profile and email verification

Update your name, check whether your email is verified, resend the verification email, and understand what verification unlocks.

Beginner 3 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

The profile page holds your display name and your email's verification status. Sending proposals, invoices and orders is blocked until the sender's email is verified. The email address itself cannot be changed here.

By the end you can

  • Edit your profile name
  • Verify your email and know why it matters

Screens used

Step by step

  1. Open Profile/profile

    Click your name at the bottom of the sidebar, then "Profile".

    You should see: Card "Profile details" with Name, Email (read-only, Verified/Unverified badge), "Send verification email" and "Update profile".

  2. Update your name/profile

    Edit Name and click "Update profile".

    You should see: The sidebar shows the new name.

  3. Verify/profile

    If the badge says Unverified, click "Send verification email", open the email and click Verify Email on the page.

    You should see: The badge turns to Verified.

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