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Personal Settings

Manage your account details, security preferences, and email signature settings used throughout TripLoft.

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Written by Katie Brian

Personal Settings allows you to customize how your account appears, secure your login, and configure the signature automatically included in your communications.

Access Personal Settings

  1. Click your profile menu in the bottom-left corner of TripLoft.

  2. Select Settings.

  3. The Personal Settings area opens.

Available sections:

  • Account Settings

  • Security

  • Email Signature

Account Settings

Account Settings controls your profile information and regional preferences.

Update Your Profile Picture

Your profile picture is displayed throughout TripLoft and may appear on client-facing documents.

To update it:

  1. Open Account Settings.

  2. Click Upload Picture.

  3. Select an image from your device.

  4. Click Save.

The new profile picture is applied across the platform.

Update Personal Information

You can manage:

  • First Name

  • Last Name

  • Title

  • Phone Number

To make changes, edit the desired fields and click Save. Your updated information is immediately available throughout TripLoft.

Configure Location Preferences

Location settings determine regional defaults used across the platform:

  • Country

  • Default Currency

  • Time Zone

Select the desired values from the dropdown menus and click Save. Future trips, proposals, and communications use these preferences where applicable.

Security

Security settings help protect your TripLoft account.

Change Your Password

  1. Open Security.

  2. Click Change Password.

  3. A password reset email is sent to your registered email address.

  4. Follow the instructions in the email to create a new password.

Enable Two-Step Verification

Two-step verification adds an additional security layer to your account.

Text Message Verification

  1. Click Enable beside Text Message.

  2. Verify your phone number.

  3. Enter the verification code sent via SMS.

Once completed, SMS-based two-step verification is activated.

Authenticator App and Passkeys are available as future enhancements and currently marked Coming Soon.

Email Signature

Create a reusable signature for emails and trip communications.

Create a Signature

  1. Open Email Signature.

  2. Enter your signature in the editor.

  3. Use the formatting toolbar to customize the content.

  4. Click Save.

Your signature is stored and available for future messages.

Format Your Signature

The editor supports bold, italic, underline, links, lists, text colors, images, and rich text formatting. Use these tools to create a professional email signature consistent with your brand.

Include Signature in Trip Messages

To automatically append your signature to trip communications, enable Include in trip messages and click Save. When enabled, the signature is automatically inserted into messages sent from the Trips module.

Insert a Signature Using HTML

If you already use a professionally designed email signature:

  1. Click Paste HTML.

  2. Paste your HTML signature code into the popup window.

  3. Click Insert.

  4. Review the inserted signature.

  5. Click Save.

The HTML signature becomes your active TripLoft signature.

Edit an Existing Signature

To update a saved signature, open Email Signature, modify the content, formatting, links, or images, and click Save. The updated version replaces the previous signature.

Conclusion

Personal Settings centralizes everything related to your TripLoft account. From profile details and security controls to professional email signatures, it ensures your account is configured exactly how you work.

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