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.

1 min read

Open your account menu, at the top right, to reach My profile and Preferences.

My profile

  1. In My profile, change the name the team sees and your photo (JPG, PNG or WebP, up to 12 MB).
  2. Pick your time zone and select Save time zone. Send times and reports then show in your time zone.
  3. 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.