Getting started
Your profile and preferences
Change your name, photo and time zone, sign in with Google or a passkey, and set the panel up your way.
Open your account menu, at the top right, to reach My profile and Preferences.
My profile
- In My profile, change the name the team sees and your photo (JPG, PNG or WebP, up to 12 MB).
- Pick your time zone and select Save time zone. Send times and reports then show in your time zone.
- Under Account and access, check the email you sign in with.
Signing in without a password
- Passkey: create one on this device to sign in with your fingerprint, face or PIN. You can have passkeys on more than one device.
- Google account: connect your Google account to sign in with it as well. Disconnect Google account removes the link.
Preferences
In Preferences you decide how the panel behaves for you alone:
- Start page: the area that opens when you sign in.
- Queue and new conversations: the starting filter in Conversations (all, mine, unassigned…) and the number or inbox picked by default.
- Auto refresh: how often lists update by themselves.
- Panel scale: smaller, default or larger text and spacing.
Select Save preferences. Restore recommended defaults puts everything back.