View and Edit Profile
The Account section allows each user to review and edit their profile information, preferred language, and account settings to ensure accurate identification and communication across the platform.
The Account section provides access to personal and organizational user details. It allows users to view, edit, and maintain their profile information to ensure accurate contact data, role configuration, and communication preferences within the platform.
Keeping your profile up to date ensures proper team coordination, accurate reporting, and personalized experiences throughout the system.
Profile Overview
The profile page displays all user-related details, including personal data, organization role, and communication preferences.
User Information
| Field | Description |
|---|---|
| Profile Picture | Displays the user’s avatar or image. Can be uploaded or updated during profile editing. |
| Full Name | The registered name associated with the account. |
| Country | Shows the user’s country of operation or primary business location. |
Contact Information
| Field | Description |
|---|---|
| The primary email address used for login and notifications. Must be unique per account. | |
| Phone Number | User’s registered contact number for notifications or account recovery. |
| Department | The business unit or department the user belongs to (e.g., Marketing, Business, Operations). |
| Position | The role or title of the user within the organization (e.g., Director, Manager). |
Language and Communication Settings
| Field | Description |
|---|---|
| Preferred Language | The default language for the user interface and notifications. |
| Languages | All languages the user can operate in or understands. Useful for multilingual environments and Agents system. |
| Receiving Invoices? | Indicates whether the user is authorized to receive billing or invoicing communications. |
Role and Permissions
| Field | Description |
|---|---|
| Role | Defines the user’s permissions within the platform. Common roles include: |
Roles determine which sections of the platform are visible and which operations (edit, publish, delete) are available.
- Manager – Access to analytics, user data, and configuration tools.
- Agent – Limited to customer interaction and chat monitoring.
- Admin – Full access, including system settings and user management.
Editing the Profile
Users can update their information by selecting the Edit Profile button on the top-right corner of the screen.
Editable Fields
The following fields can be modified directly:
- Profile Picture – Upload a new avatar (supported formats: JPG, PNG, WEBP).
- Full Name – Update your display name.
- Phone Number – Modify your registered contact number.
- Department & Position – Adjust to reflect organizational changes.
- Preferred Language – Choose a different interface language.
- Receiving Invoices – Toggle permission for invoice notifications.
Non-editable Fields
- Email: Used as the account identifier and cannot be modified directly for security reasons.
- Role: Managed by administrators; defines access permissions and cannot be changed by standard users.
Saving Changes
Once the edits are complete:
- Click Save Changes to update the profile immediately.
- A confirmation notification confirms success.
- All updates are synchronized instantly across the dashboard.
- Cancel or close to discard modifications.
Error Handling
If any field fails validation:
- Error messages appear below the affected input.
- Common validation checks include:
- Invalid email or phone number format.
- Missing required fields.
- Duplicate contact information.
- The Save button remains disabled until all errors are resolved.