---
title: Setting Up Your User Profile
description: Make changes to your profile, manage MFA, sync your email, or sync your calendar through User Settings.
---

[Skip to content](https://gohub.casebook.net/knowledge/user-settings#main-content)

[More support](https://gohub.casebook.net/knowledge/kb-tickets/new)

[![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/)

- [Knowledge Base](https://gohub.casebook.net/knowledge)
- [Video Library](https://gohub.casebook.net/video-library)
- [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)

Open main navigation

Close main navigation

- [Knowledge Base](https://gohub.casebook.net/knowledge)
- [Video Library](https://gohub.casebook.net/video-library)
- [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)
- [More support](https://gohub.casebook.net/knowledge/kb-tickets/new)

 Hi. How can we help?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://gohub.casebook.net/knowledge)
2. [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook)
3. [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users)

# Setting Up Your User Profile

## Make changes to your profile, manage MFA, sync your email, or sync your calendar through User Settings.

Users can view or make changes to their profile from User Settings. Navigate to your User Settings by selecting the Main Navigation Menu (the blue menu towards the top left-hand side of Casebook), then navigate down to your name. 

![](https://gohub.casebook.net/hs-fs/hubfs/undefined-Jun-29-2021-07-14-05-62-PM.png?width=357&name=undefined-Jun-29-2021-07-14-05-62-PM.png)

- To make changes to your name or phone number, select the **pencil** **icon. ![Screen Shot 2022-05-16 at 8.50.08 AM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-05-16%20at%208.50.08%20AM.png?width=688&name=Screen%20Shot%202022-05-16%20at%208.50.08%20AM.png)**

**Note:** Email addresses cannot be edited. If you need to make any changes to your email address, please, reach out to your admin/manager. 

- You can enhance your Casebook account’s security by requiring a verification code that is sent via SMS in addition to your regular login credentials. To set up 2-Factor Authentication, select the **Set Up 2-Factor Authentication** button under **Security Settings**. ![Screen Shot 2022-11-08 at 10.07.53 AM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-11-08%20at%2010.07.53%20AM.png?width=688&height=231&name=Screen%20Shot%202022-11-08%20at%2010.07.53%20AM.png)
- To sync your calendar with Casebook, select the button that you see under **Calendar Settings**. This will prompt you to sign in with your email and calendar provider. For more information about syncing your calendar, check out this [article](https://gohub.casebook.net/knowledge/syncing-your-calendar). ![Screen Shot 2022-05-16 at 8.50.08 AM 2](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-05-16%20at%208.50.08%20AM%202.png?width=688&name=Screen%20Shot%202022-05-16%20at%208.50.08%20AM%202.png)
- To sync your email with Casebook, select the button that you see under **Email Settings**. This will prompt you to sign in with your email provider. ![Screen Shot 2022-05-16 at 8.50.08 AM 3](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-05-16%20at%208.50.08%20AM%203.png?width=688&name=Screen%20Shot%202022-05-16%20at%208.50.08%20AM%203.png)

 

- [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content)

    - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview)
    - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users)
    - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook)
    - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes)
- [Admin](https://gohub.casebook.net/knowledge/admin#main-content)

    - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security)
    - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions)
    - [User Management](https://gohub.casebook.net/knowledge/admin#user-management)
    - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications)
    - [Data](https://gohub.casebook.net/knowledge/admin#data)
    - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration)
    - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields)
    - [Forms](https://gohub.casebook.net/knowledge/admin#forms)
    - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption)
- [People](https://gohub.casebook.net/knowledge/people)
- [Intake](https://gohub.casebook.net/knowledge/intake)
- [Engage](https://gohub.casebook.net/knowledge/engage#main-content)

    - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages)
    - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration)
    - [Notes](https://gohub.casebook.net/knowledge/engage#notes)
- [Track](https://gohub.casebook.net/knowledge/track)
- [Access](https://gohub.casebook.net/knowledge/access)
- [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks)
- [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content)

    - [Overview](https://gohub.casebook.net/knowledge/reporting#overview)
    - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets)
    - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards)
    - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports)
    - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports)
    - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations)
    - [Filters](https://gohub.casebook.net/knowledge/reporting#filters)
    - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields)
    - [Other](https://gohub.casebook.net/knowledge/reporting#other)
- [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs)
- [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content)

    - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier)
    - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api)
    - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks)
- [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content)

    - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting)
- [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content)

    - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck)
    - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management)
- [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content)

    - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026)
    - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025)
    - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024)
    - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023)
    - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022)
    - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021)
    - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020)
- [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content)

    - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global)
    - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar)
    - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services)
    - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms)
    - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes)
    - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin)
    - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track)
    - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting)
    - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access)
    - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific)

[![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/)

© 2025 Casebook. All rights reserved.

Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)