The Profile Menu in Ruly provides quick access to account-related options such as profile details, impersonation, billing, and logout.
Admins can customize this menu by adding new options that link to forms, dashboards, URLs, or other views. A common use case is creating a personalized “My Settings” page where users can manage their own preferences. You can also add external links, like a “Manage Subscription” option that opens a billing portal.
Customizing the Profile Menu helps streamline workflows and ensures users have direct access to the tools and resources they need.
Watch the video clip below to learn more.