Your Personal Profile in Ontraport allows you to customize the settings for your user seat. Personal Profile settings include contact information that you can use in merge fields in your assets, how your emails will appear in your contacts’ inboxes, passwords, social logins and more.

To create a new user in your account, fill in the details of their Personal Profile. To update it later, navigate back to any user and edit.

  1. To access your Personal Profile, go to your profilePersonal Profile.

If you’re an account owner, you can also access and update the Personal Profiles of users in your account.

  1. To access other users’ Personal Profiles, go to your profileManage users then click on a user’s name.

Table of contents

Tabs and sections of the Personal Profile
User Information
Contact Information
Email Information
User Details
Login Details
Social Login
User Permission Exceptions
Tags and Automations
Integration
Calendar
Records Owned
Create new user relationships
Create a new user
Delete a user
Log a user out
Send a password reset email
Lock a user out
Custom user fields
Default merge fields


Tabs and sections of the Personal Profile

By default, the Personal Profile has four tabs that allow you to store information about yourself and your team:

User Information

Back to top

The User Information tab stores basic information about your user, such as location, email send information and login details.

Contact Information

Back to top

The fields in your “Contact Information” section can be used as merge fields in your assets to add your contact information.

  1. Note the email field here is not connected to the email address you use to log in to your Ontraport account. Use this field to merge this email address into your pages and emails to give your visitors and contacts an email address to reach you.


Email Information

Back to top

In the “Email Information” section, you can customize how your emails will look in your contacts’ inboxes.



Email “From” Name

This field determines what name will appear next to the subject line of emails sent by this user, like this:



“Reply to” email

The “Reply to email” is the email address where you will receive your contacts’ replies. If left blank in a user’s profile, replies will flow to the account owner’s “reply to” email address.

User Details

Back to top

The “User Details” section lets you personalize other aspects of your account, such as a user’s role and preferred language.

You can also set your account’s timezone if you’re an account owner.



Role

The role field determines what actions users are allowed to perform and what information they can view.

  1. Learn more about user roles here.


Timezone

This field is only visible in the account owner’s Personal Profile. Your account’s timezone helps you customize the timing of your automation. The date and time settings on automation elements let you choose from two timezones:

  1. In my timezone — uses a fixed date/time
  2. In the contact’s timezone — uses a relative date/time



Language

Choose the language you’d like to see when logging in to your account.

Login Details

Back to top

The “Login details” section controls the information you use to log in. You can update your login email, password, and cell phone number for multi-factor authentication.

As an account owner, you can update your team’s login info too.

Note that Ontraport’s security protocol prevents you from logging in while using a VPN.



Update your password

  • Click the password field.
  • Enter the existing password.
  • Enter your new password.
  • Click save.



Update your login email

This is the email address you’ll use to log in to your account and receive multi-factor authentication verification codes.

  • Click the login email field.
  • Enter your login email.
  • Confirm your login email.
  • Click save.



Update your cell phone (for authentication) number

This is the SMS number where you’ll receive multi-factor authentication verification codes.

  • Click the cell phone (for authentication) field.
  • Enter your cell phone number.
    1. Only include numbers or the “+” symbol.
  • Click the checkmark to save your number.

Social Login

Back to top

The “Social Login” section lets you connect your existing account to social apps. You can log in to your Ontraport account using your Google or Facebook credentials.

You must enable this feature in your account before getting connected. Follow the steps in this article to learn how.

User Permission Exceptions

Back to top

The “User Permissions Exceptions” section allows you to add user permission expectations to any user in your account. Permission exceptions are helpful when you want to give extra access to specific users or remove access to particular features.

Learn more about user permissions exceptions here.


Tags and Automations

Back to top

The “Tags and Automations” section allows you to add tags to your users and add users to automation maps.

In the User Tags section, you can add tags to your users just like you can add tags to contacts.

  1. Go to your User Tag collection by going to My profile AdministrationUser ManagementManage Tags.

In the Automations section you can manually add users to user automation maps.

  1. Go to your User Automation collection by going to My profile AdministrationUser ManagementUser Automations.

Integration

Back to top

The Integration tab is where you and your users set up your Google Calendar integration.

Check out this article to learn how.

Calendar

Back to top

The Calendar tab shows all of your own calendar events.

Check out this article to learn more.

Records owned

Back to top

Each record in your account contains an “owner” field. This field reflects the default one-to-many relationship between records and users in your account, and it indicates which user is responsible for the record. The Records Owned tab of your personal profile shows you all the records you own.

If you create custom relationships between your users and records, we recommend consolidating all your user relationship fields in this tab.


Create new user relationships

Back to top

You can even create custom relationships to make it more clear how and why your users and records are related.

For example, if you want to assign a “Sales coordinator” or “Onboarding representative” to your contacts, create a new relationship between contacts and users.


Check out this article to learn more.


Create a new user

Back to top

  • Go to your accountManage users.
  • Click new user.
    1. If you’ve exceeded the number of account users included in your subscription plan, you’ll see a pop-up that lets you know how much your additional user seat will cost. The price of user seats depends on your account level.
    2. Click Agree to continue.
  • Fill in all the required fields.
  • Click save.

Delete a user

Back to top

You can delete a user to remove access to your account.

  • Go to your accountAdministrationUser Management tabUser Management.
  • Select your user and click Delete.
  • Select the user to reassign records to.
  • Click Delete.

Log a user out

Back to top

To be sure that you have complete control over who has access to your account, account owners can log out users. Here’s how:

  • Go to your accountManage Users.
  • Select the user you want to log out and click Log out from the action bar.
  • Click Log out again on the confirmation pop-up.

Send a password reset email

Back to top

Account owners can send a password reset link to users so they can reset their passwords.

  • Go to your accountManage users.
  • Select the user you want to log out and click Reset password from the action bar.
  • Click Reset password again on the confirmation pop-up.



Lock a user out

Back to top

If you are an account owner, locking users out allows you to control who can log in to your account using their credentials.

  • Go to your accountManage users.
  • Select the user you want to log out and click Lock out from the action bar.
  • Click Lock user out on the confirmation pop-up.

Users who have been locked out of your account, can be unlocked, have their status updated to “Active” and allowed to log back in to your account.

  • Go to your accountManage users.
  • Select the user you want to log out and click Unlock from the action bar.
  • Click Unlock again on the confirmation pop-up.



Custom user fields

Back to top

Custom user fields are a valuable way to merge information about your users into your assets. For example, you can create a custom disclaimer or signature field and merge fields to your pages and emails. Here’s how:

  • Go to your accountAdministrationUser ManagementUser field editor.
  • Add the fields, sections and/or tabs you’d like to include in your user records.
    1. Follow the same steps to add new fields as you used adding custom fields to your contact records.
  • Click save.

Default merge fields

Back to top

If you add a merge field to an asset and your user doesn’t have a value saved for that field, you can use default merge fields to ensure your content will still make sense. These default fields replace blank fields with filler content.

For example, if you’ve created a company directory page and your user doesn’t have a public email address in their record, add a default support address as the default public email field.

User default merge fields work exactly just like contact default merge fields.

Here’s how to set up your user default merge fields:

  • Go to my profileAdministrationUser ManagementDefault Merge Fields.
  • Type a default value into the fields of your choice.
  • Click save.