Before you start
- To update someone else’s profile, you need an admin role. Any user can update their own.
- Email address can’t be changed by you or an administrator once the account is created.
Update your own profile
1
Open your settings
Select your name, then Settings.
2
Update your details
In Profile & timezone, change your Display name or Timezone. Your timezone
controls how timestamps render for you across the app — it doesn’t change any campaign’s
calling hours, which run in each lead’s own time zone. See
Calling hours.
3
Save
Select Save.
4
Change your password, if needed
In Password & security, enter your current password and a new one. You’ll need your
current password to confirm the change.
Update another user’s profile (administrators)
1
Go to Users
In the left navigation, select Users, then select the person.
2
Update their details
Change their Display name or SIP extension. To change their role or capabilities,
see Roles and permissions instead.
3
Save
Select Save.
Verify
The updated display name appears immediately in the top navigation (for your own profile) or
in the Users list (for another user’s).
Common problems
- You need to change someone’s email. Not supported today — the account must be recreated.
- A user forgot their password. There’s no self-service reset. An administrator resets it from Users — see Sign in.