Profile

The Profile subsection can be found under Settings and is mainly used to set up login credentials or reset your password. Most often, the operator will be in the top right corner of the screen, where they can change their status, etc.

Profile Setup

To edit the user account (profile) settings, click the Settings icon in the side menu and then click the "My Profile" subsection.

The profile settings are divided into two parts. The first one, "Edit Profile", opens automatically and allows you to edit your basic and login information or change your password.

If the operator is active in more than one tenant, a second section "Tenant" will be displayed, where he can always set his name/nickname, position, and possibly a photo for the tenant, which clients will see during the conversation instead of the company logo.

If the operator has email permissions, he can also set his email signature here.

The easiest way how to access a user profile is to click on the username at the top right corner and select the My profile option.

Changing operator status

You do not need to enter the section to change the status from Online to Away, as you can switch the status by clicking in the top right corner of the screen.

Next to the icon is the name of the logged-in operator and the state they are currently in. Either the operator is in the Online state or the Away state. The Away state can be accompanied by one of the available away reasons (pause type). The reasons for absence can be set by the administrator.

By clicking on their name, the operator can check how much time they have spent on each type of break. He can distinguish in the menu which pause is paid and which is not. At the same time, he can see how much time is left until the time allocation for a particular pause is exhausted (green underline) or by how much he has exceeded this time (red underline).

The pause for which he has exhausted the time allowance is deactivated and its possible manual setting is possible only for the administrator in the Operators section. The operator is notified of any automatic change of the pause type (after the time allocation has been exhausted) by a notification displayed on the right side of the screen.