Your My Account section is where you can view and edit your personal profile, contact information, email settings, and security options. To access your account settings, click on your name in the upper right corner of the Carerix application and select "My Account".
Profile Menu
When you click your name in the upper right corner, a dropdown menu appears with the following options:
My Account — Access your profile and settings
Account Security — Manage password and security settings
Release Notes — View updates and new features
Version Number — Check your Carerix version
Feedback — Send suggestions to the Carerix team
Logout — Sign out of your account
Account Setting Tabs
Your account page is organized into three main tabs:
General — Contains all your personal, contact, and email settings (default tab)
Attachments — Manage profile pictures, documents, and file uploads
Additional Roles — View or manage additional roles assigned to your account
Login Settings
This section contains your account access information:
Username — Your login name (set by your Administrator)
User Role — Your assigned role that determines your permissions and available features
Office — Your assigned office location
Department — Your department or team
User Name — Your full name as displayed in the system
Select E-mail — Dropdown menu showing email templates available for your role
Select Document — Dropdown menu showing document templates available for your role
Messages — Reactivate all system notifications if they have been turned off
Personal Information
Edit your personal details:
First Name — Your first name
Middle Name — Your middle name (optional)
Surname — Your last name
Initials — Your initials (used when adding timestamps to notes)
Gender — Your gender (for correct salutation formatting)
Abbreviation — Short abbreviation used in system logs and timestamps
Title — Your professional title (e.g., Recruiter, Manager)
Suffix — Name suffix (e.g., Jr., Sr.)
Salutation Type — How you prefer to be addressed (formal/informal)
Language — Your preferred language for the Carerix interface
Contact Information
Manage your contact details:
Work Phone — Your office phone number
Work Mobile — Your work cell phone
Work Fax — Your office fax number
Home Phone — Your home phone number
Home Mobile — Your personal cell phone
Home Fax — Your home fax number
Work E-mail — Your primary work email address
Home E-mail — Your personal email address
Primary Contact Method — Choose which phone/email is preferred
Social Media — Links to LinkedIn, Twitter, Facebook, or other professional profiles
Extra Information
Additional profile details:
Function — Your job function or position
URL — Link to your personal or professional website
Promotional Text — A short bio or description about you
Notes — Internal notes (visible only in Administration)
Goals
Set personal or professional goals within Carerix:
Your Goals — Define objectives and targets for yourself or your team
Goal Progress — Track progress toward defined goals
Additional Information
Other account details:
Custom Fields — Any additional fields defined by your organization
Integration Data — Information related to external integrations
Email Confidentiality
Control email confidentiality markers:
Incoming E-mail Confidentiality — Mark emails you receive as confidential by default
Outgoing E-mail Confidentiality — Mark emails you send as confidential by default
Note: Email confidentiality settings are informational only — they do not prevent others from forwarding or sharing emails. Always be cautious with sensitive information.
Out of Office Settings
Set up automatic replies when you are away:
Out of Office Status — Enable or disable your out of office mode
Out of Office Message — The automatic reply message sent to people who email you
Forward E-mail To — Email address where your emails will be forwarded while you're away
💡 Tip! When your out of office settings are active, your colleagues can see that you're away and your emails will be forwarded to the designated person or mailbox.
Email Settings
Configure your email synchronization and server settings:
Provider Settings — Choose your email provider (Office 365, Google Workspace, Custom IMAP/POP)
Mailserver Address — The incoming mail server (IMAP or POP) address
Username — Username for your email account
Password — Your email account password (read-only when OAuth2 sync is active)
Security Type — SSL, TLS, or No Encryption
Server Type — IMAP or POP3 (IMAP recommended for better sync)
Outgoing Mailserver (SMTP) — The address of your outgoing mail server
Preview — Mark as Read — Automatically mark emails as read when previewed
Show Email Notifications — Enable or disable email arrival notifications
Important: When you enable OAuth2 synchronization with Microsoft 365 or Google Workspace, most email settings fields become read-only for security. Your email password will no longer be stored directly in Carerix; instead, secure tokens are used.
Calendar Sync Settings
Configure your calendar synchronization:
Calendar Provider — Choose your calendar service (Google Calendar, Outlook, etc.)
Sync Status — Enable or disable calendar synchronization
Sync Frequency — Set how often your calendar syncs
Setting Up Email & Calendar Synchronization
For detailed instructions on setting up email and calendar sync with Microsoft 365 or Google Workspace:
Saving Your Changes
After you have made any changes to your account settings:
Review all your changes carefully
Click the Save button at the top or bottom of the page
A confirmation message will appear when your changes are saved
Log out and log back in for some changes to take effect fully
If the problem is not resolved, or if you would prefer to contact our support team, please reach out to our helpdesk at helpdesk@carerix.com.
Keywords: my account, profile settings, personal information, email settings, out of office, contact information, user preferences, calendar sync