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User Profile and Settings

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Written by Volkan Ersever
Updated over 6 months ago

How to View Profile Information?

  • Click on the "Profile" tab in the top menu.

  • On the page that opens, you can view your name, email address, internal number, assigned project, and call queues.

  • On the right side of the page, you can review your performance data such as efficiency, talk time, call response speed, and average hold time on a monthly basis.

How to View Your Quality Scores?

  • Click on the "Quality" tab in the top menu.

  • On the page that opens, you can select a specific date range to see your quality assessments for that period.

  • The assessment results include: phone number, queue, result code, quality score, and assessment date.

How to Track Goals?

  • Click on the "Goals" tab in the top menu.

  • In the "Call Goal" section, a graph shows how long you have been on calls and how close you are to your target.

  • In the "Financial Goal" section, you can compare your collection performance with that of your team members.

How to Change Notification Settings?

  • Click on the "Notifications" tab.

  • On the screen that opens, you can activate/deactivate types of in-system notifications (alerts, announcements, messages).

  • You can change the notification sound to "Default" or another option, and choose where notifications appear on the screen (top left, bottom right, etc.).

  • Click the "Save" button to confirm the changes.

How to Change Your Password?

  • Click on the "Security" tab in the top menu.

  • Enter your current password in the "Current Password" field.

  • Enter your new password in the "New Password" field (must be at least 6 characters, including 1 letter and 1 number).

  • Re-enter your new password in the "Confirm Password" field.

  • Press the "Save" button to complete the process.

How to View Login History?

  • In the "Security" tab again, review the table on the right side.

  • The IP address you logged in from, device type (e.g., macOS), browser (e.g., Chrome), and login times are listed here.

How to Customize Theme and Visual Settings?

  • Click on the "Theme" tab in the top menu.

  • From the "Primary Color" section, choose one of the main themes like purple, green, yellow, red, or blue.

  • Select from light, dark, or system-adaptive modes in the "Theme" section.

  • Choose a shaded or framed interface style from the "Skins" section.

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