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My profile settings

Main user settings (email, phone number, password, language, notifications)

Raquel Lopez avatar
Written by Raquel Lopez
Updated today

User settings

You can access the user data settings by clicking on the drop-down menu on the top right corner of the screen.

Click on "My account":

This section allows you to:

  • Edit your basic user data

  • Manage your notifications

USER SETTINGS

1. My account

You will see your assigned role (only the account Owner can edit the roles of each user within the "Organization Settings" section) and contact information.

2. Active sessions

You'll be able to view your account's active sessions, the date of the last login, the country from which the session was accessed and remotely close all active sessions.

3. Security

From this section, you can activate/deactivate the different two-step verification options. Remember that if you activate two or three authentication methods, when you access the platform, you will be asked to enter all the verification methods you have activated.

4. Change password

You can create a new password by typing it in "new password" and then re-typing it in "repeat password" and clicking on "change password"

5. Change email

You can modify your user account email by typing it in "new email". For security reasons, you need to enter your password to verify the action where it says "password" and click on "change email"

6. Change phone number

In this section, you can modify the phone number linked to your account. To do so, you need to enter your new phone number in the "phone" field, including your country code, and verify it by filling in your "password" and clicking on "change phone number"

When you have completed these steps, for security reasons, we will send you an SMS with a code to validate this action. Check your phone, type the code you received and click on "validate code". Your phone number change will be updated correctly.

7. Language and currency

You will be able to select the and change the platform language. You can also specify your country in "regional settings" and edit the time zone in which you want to view all the information. By default, your account will be configured in the region and time zone that we detect that fits you.

NOTIFICATIONS

In this section, you can manage the notifications related to your user account.

1.Contacts

You can decide by which method to receive updates on your contact imports, whether by email or SMS.

2. Billing

If you have user permissions to view the billing section, you can manage the channel through which you want to receive notifications related to payments and invoices and low credit alerts.

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