---
title: Managing Your Profile
description: "In **LeadSpheres**, managing your personal information and updating your password is simple and secure. The process is handled through the **Client Portal** — powered by **Perfex CRM** — where you can easily keep your account details up to date. Here’s…"
url: "https://leadspheres.com/knowledgebase/managing-your-profile/"
updated: "2025-09-10"
category: "Account & Billing"
---

# Managing Your Profile

In **LeadSpheres**, managing your personal information and updating your password is simple and secure. The process is handled through the **Client Portal** — powered by **Perfex CRM** — where you can easily keep your account details up to date.

Here’s a complete walkthrough:

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## **1. Accessing Your Profile**

1. **Login** to your **LeadSpheres Client Portal**.
2. From the **top-right corner** of the dashboard, click on your **profile avatar** or **username**.
3. Select **“My Profile”** from the dropdown menu.

This will open your **profile management page**.

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## **2. Updating Your Profile Information**

Inside the **My Profile** section, you can view and edit your personal details:

- **Full Name** → Update your display name if needed.
- **Email Address** → Change your primary email used for account communication.
- **Phone Number** → Add or update your contact number.
- **Company Details** → If you signed up as a business, update your company name and information.
- **Profile Picture** → Upload or replace your profile avatar for a personalized experience.

> **Tip:** Always keep your profile updated so your CRM reports, invoices, and communications display the correct information.

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## **3. Changing Your Password**

To maintain account security, you can easily update your password:

1. While on the **My Profile** page, scroll to the **Change Password** section.
2. Enter your **current password**.
3. Type in your **new password**.
4. Confirm the **new password**.
5. Click **“Update Password”**.

> **Pro Tip:** Use a **strong password** — at least **8+ characters**, combining **uppercase, lowercase, numbers, and symbols**.

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## **4. Logging Out from All Devices** *(Optional but Recommended)*

If you’ve updated your password for security reasons, you can **log out from all active sessions**:

- Go to **Settings > Security**.
- Click **“Logout from All Devices”** to ensure no one else remains logged in.

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## **5. Troubleshooting Password Issues**

- If you **forget your password**, click on **“Forgot Password?”** on the login page.
- Enter your registered email address.
- You’ll receive a **password reset link** to create a new one.

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## **Summary**

The **Client Portal** makes it easy to:

- **View and update personal details**
- **Upload a profile picture**
- **Change your password securely**
- **Reset your password if forgotten**

Keeping your profile up-to-date ensures **seamless communication**, accurate invoicing, and better personalization across your **LeadSpheres CRM** and other modules.