While system administrators control macro-level account configurations, every user holds private control over their personal workspace environment. The General Profile Settings panel allows individual sales reps, support agents, and managers to claim their digital seat within the sub-account.
Updating this panel ensures that inbound leads are greeted with your correct name, communications match your actual timezone, and automated calendar assignments map seamlessly to your personal mobile tracking lines.
The Profile Synchronization Matrix
To access your personal user dashboard, navigate to the bottom of your main left-hand sidebar menu, click the Settings (gear icon), and select the My Profile tab.
The General sub-section structures your profile configuration across four primary metadata blocks:
| User Card Block | Functional Input Field | Operational Purpose |
|---|---|---|
| Personal Info | First Name, Last Name, Email, and Avatar Graphic. | Defines how your name and face display on internal tasks, team chat feeds, and email signatures. |
| Contact Phone | Direct Mobile Line or Tracking Extension Number. | Establishes the target routing path for inbound voice calls and system notifications. |
| Localization Preferences | Language Selection and Account Timezone Locks. | Synchronizes your visual dashboard data charts and task calendars to your local time. |
| Outbound Email Verification | SMTP Sender Authorization Status. | Validates that your individual 1-to-1 sales outreach messages deliver successfully. |
1. Updating Personal Identity Data Step-by-Step
Configuring your identity markers accurately ensures that customer-facing merge tags pull clean, professional data into your communication templates.
Populate Your Core Identity Fields 1 min.
Open Settings > My Profile and locate the Personal Information card block. Input your full first name, last name, and primary business email address. Avoid using shared alias emails (like sales@) for individual user profiles.
Upload an Account Avatar Image 1 min.
Click on the placeholder avatar image bubble. Upload a high-resolution, professional headshot asset (JPEG or PNG format, under 5MB). This graphic renders directly inside the Unified Inbox conversation feed and customer-facing web chat bubbles when you reply to an active lead.
Lock in Your True Local Timezone 2 min.
Scroll down to the Localization dropdown selectors. Select your exact operating timezone (e.g., America/New_York or Europe/London).
If your timezone setting is misaligned here, your automated scheduling calendars will display inaccurate availability blocks to prospective buyers, leading to missed sales presentations.
Save Personal Profile State 1 min.
Review your entries for spelling accuracy, then click the blue Update Profile button in the bottom right-hand corner of the settings drawer block.
2. Managing Your Inbound Dialer Routing Number
Directly underneath your personal identification blocks, you will locate the user phone tracking inputs. The platform relies on this data path to manage live voice routing hooks:
When an administrator sets up a round-robin sales distribution line, or when a customer clicks to call an assigned representative back, our cloud telephony engine routes the signal. By entering your direct business mobile line into your personal settings, you ensure you can answer incoming lead calls on your physical phone, even when you are away from your desktop web browser.
Troubleshooting & FAQ
Why are my website forms displaying an old staff member's name when utilizing the custom user merge tag?
This behavior is controlled by old database caching strings inside the user card. If you take over a seat previously assigned to a past employee, updating the text input boxes isn't always enough if the underlying system ID hasn't run a data refresh cycle. Ensure you update the name fields, delete the old password string, enter your new credentials, and click Update Profile. Log out of your browser completely, clear your browser's local cache data, and log back in to force a global database sync.
Can I change my account login email address from the general profile panel?
To protect the workspace against unauthorized profile takeovers and data theft, standard users cannot independently alter their primary login email addresses once a seat is activated. If your business email changes or requires an update, a master account Workspace Administrator must modify your user profile card from the Settings > My Staff master panel directory.