--- title: "Profile Settings" slug: "profile-settings-1" tags: ["Profile", "Settings"] updated: 2026-02-09T09:48:58Z published: 2026-02-09T09:48:58Z canonical: "docs.revealdata.com/profile-settings-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt > Use this file to discover all available pages before exploring further. # Profile Settings The Profile Settings display the user name, user role(s) and email address(es). More importantly, you can check and adjust the email preferences. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/hold-managers-custodian-access.png) ## Email Preferences The Email Preferences allow you to set how email messages are sent by the system when you are a Hold Manager in a Hold. All emails that are related to a Hold are sent by the Hold manager for that Hold. There are three options: the application can send emails on your behalf using your own Microsoft 365 email account; the application will use its internal email system to send messages on your behalf; or you can use your Google Workspace Gmail account. System Administrators can view the integrations and the statuses on Integrations. ### Set up Microsoft 365 email integration You will need to give consent to the Reveal Hold application to send email messages on your behalf. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-4K2JGSR3.png) 1. Click on **Enable** to connect your Microsoft 365 Email account. 2. Select **Microsoft 365 Office Emai**l and click **Continue**. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-IEIQ2MKX.png) 3. Click on **Accept.** In the example below, consent has been given. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-EVXP04N6.png) 4. Click **Show More** and then click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-56WPZDRB.png)to enter a **Custom Reply Email Address.** ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-CIYAWYLO.png) ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-YP98X6OG.png) 5. Select **Send Test Message** and select yes to check if it works. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-BZRQRNMA.png) 6. Click on **Disable** to disable the Email integration. In addition, select the ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-AOSHOW67.png) icon to find out how to revoke consent. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-UWB2LFTR.png) ### Set up internal Reveal Hold Email ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-PCAQQAUR.png) 1. Click on **Enable** to connect the internal Reveal Hold Email system to your account. 2. Select **Reveal Hold Email** and click **Continue**. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-FYD0NC6V.png) In the example below, consent has been given. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-3Z8B5FSX.png) 3. Click **Show More** and then click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-K5N9S4T7.png) to enter a **Custom Reply Email Address**. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-W42E09TB.png) ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-X5G9BYYP.png) 4. Select **Send Test Message** and select **yes** to check if it works. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-2PBPXZKI.png) 5. Click on **Disable** to disable the Email integration. ### Set up Google Workspace Gmail ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-BWOCA7BH.png) 1. Click on **Enable** to connect the Google Workspace Gmail system to your account. 2. Select **Google Workspace Gmail** and click **Continue**. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-FUBMAFX9.png) 3. If you already have an account setup, you must choose the account, enter the password and click **Next.** ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-Y5EFJSLS.png)![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-0K6S7UVZ.png) 4. If there are no accounts previously set up then the Google Sign In window will appear. You must sign into your account and click **Next**. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-3CHQEH9Y.png) > [!NOTE] > Note: > > You may see a message that Google hasn't verified this app. This verification is in progress. Click on Advanced and then proceed to the Reveal Hold site. 5. You will get a message from Google asking for your consent. Check the box to send email, and any other options you want to include. Click **Continue.** ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-UWX2RI5H.png) In the example below, consent has been given. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-TSNYP855.png) 6. Click **Show More** and then click ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-27LJ4X76.png) to enter a **Custom Reply Email Address**. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-QGPKFTUC.png) ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-3KDU8TKS.png) 7. Select **Send Test Message** and select **yes** to check if it works. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-LY3T2SSC.png) 8. Click on **Disable** to disable the Email integration.