Profile Page Overview

To access the Profile page, click your user icon at the top right and select Profile settings.

Sections

The Profile page has four sections: Profile, Configurations, Bookmarks, and My Team.

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NOTE

Access to the My Team section is restricted to users with permissions for the User Management page.

Profile

This section contains basic user information:

• Full name: Displays the user's full name.
• Email address: Shows the email linked to the user account.
• Username: Indicates the username used by the user to log in.
• Desks: Displays the name of the desks the user is assigned to.

You can also adjust the following preferences:

• Language: Select the preferred interface language from the list of available languages.
• Timezone: Choose the timezone for all time-based elements, such as logs, calls, and reports.

Configurations

Customize the default view for the Realtime and Agent WorkSpace dashboards:

• To preview the page version, click the “eye” icon next to the version name.

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NOTE

Check the Agent Workspace: How to Switch & What’s New article to learn what has changed in the new Agent Workspace, where to find your favorite tools, and how to switch from the legacy Agent Interface.

• Click the corresponding checkbox to choose the needed version.
• Settings will be automatically saved and applied once changed.

Bookmarks

Bookmarks enable quick access to frequently used pages:

• Preview each page by clicking the "eye" icon.
• Your access to pages is still determined by the permissions based on your assigned role.
• Settings are automatically saved and applied once changed.

You can pin up to five pages as bookmarks that will appear as the top menu for a more streamlined interface.

• The bookmarks menu will display automatically during the user's session and can be toggled back to the full menu by clicking the dedicated icon.

My Team

This section shows users sharing the same desk(s) with you. Access to this section is restricted to a user with permissions for the User Management page.

A manager can see all users assigned to their desk(s).

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NOTE

Every modification on the Profile page is applied instantly.
Managers can view and oversee users within their team structure based on their assigned user-level roles.