Profile and email verification
Update your name, check whether your email is verified, resend the verification email, and understand what verification unlocks.
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.
Rough runtime
1:56
Scenes
5
Lesson
9.7 · Settings & integrations
File name
09-07 profile-and-email-verification.mp4
Before you record
- An unverified test account.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Profile and email verification | /profile | Title card, then the first screen of the lesson. | Two minutes on your profile and the badge that unlocks sending. |
| 1 | 0:2027s | Open Profile | /profile | Click your name at the bottom of the sidebar, then "Profile". | Your profile: name, and the verification badge that matters. |
| 2 | 0:4727s | Update your name | /profile | Edit Name and click "Update profile". | Your name appears in notes and the activity timeline, so make it right. |
| 3 | 1:1427s | Verify | /profile | If the badge says Unverified, click "Send verification email", open the email and click Verify Email on the page. | Unverified? Send the email, click the link, press Verify. Now you can send. |
| 4 | 1:4115s | Recap & next lesson | /profile | Hold on the finished result, then the end card. | That completes settings. Next, for the My Roof CRM team: the admin panel. |
Narration, in order
0. Intro: Profile and email verification
0:00 · 20sTitle card, then the first screen of the lesson.
Two minutes on your profile and the badge that unlocks sending.
1. Open Profile
0:20 · 27sClick your name at the bottom of the sidebar, then "Profile".
Your profile: name, and the verification badge that matters.
Show before cutting: Card "Profile details" with Name, Email (read-only, Verified/Unverified badge), "Send verification email" and "Update profile".
2. Update your name
0:47 · 27sEdit Name and click "Update profile".
Your name appears in notes and the activity timeline, so make it right.
Show before cutting: The sidebar shows the new name.
3. Verify
1:14 · 27sIf the badge says Unverified, click "Send verification email", open the email and click Verify Email on the page.
Unverified? Send the email, click the link, press Verify. Now you can send.
Show before cutting: The badge turns to Verified.
4. Recap & next lesson
1:41 · 15sHold on the finished result, then the end card.
That completes settings. Next, for the My Roof CRM team: the admin panel.
Related lessons
Create your account and verify your email
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Open the Document Preview, clear any warnings, send the signing email with a template, and confirm the job moved to Quote sent.
Sending & e-signaturesBeginner7 min
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