Difference between revisions of "Personnel Settings Menu"
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Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]] | Path: [[Callproof Support]] - [[New Website]] - [[Report Menu]] | ||
| − | + | == [[Subscriptions (New Web)]] == | |
| − | + | (Rep Subscriptions). Lists reps and their email-report subscription settings. Open a rep to turn reports on or off. Often manager-only in the menu. Example: Manager enables a rep’s daily activity report. Key options: Rep Daily Activity; Manager Daily / Summary / Production reports; follow-up reminder; appointment report; unsubscribe and extra email recipients. Note: My Subscriptions for your own settings is a related item under the Subscriptions area, often at /mail/settings/your-user-id/. | |
| − | + | More Info: [[Subscriptions (New Web)]] | |
| − | + | [[File:Subscriptions.png|350px|thumb|Subscriptions]] | |
| − | [[File: | + | <div style="clear:both;"></div> |
| + | |||
| + | |||
| + | == [[Update Profile Photo (New Web)]] == | ||
| + | |||
| + | Opens a modal from the Personal Settings panel. Upload or replace your profile photo (JPG, PNG, or SVG). After upload, the sidebar avatar updates. Available to all logged-in users. Example: Rep updates their photo so dashboards and the sidebar show the new avatar. Upload endpoint: /users/images/user-profile-id/. | ||
| + | |||
| + | [[File:UpdateProfilePhoto.png|350px|thumb|Update Profile Photo]] | ||
| + | |||
| + | <div style="clear:both;"></div> | ||
| + | |||
| + | |||
| + | == [[Set Time Zone (New Web)]] == | ||
| + | |||
| + | Opens a modal; saves via /timezone/. Sets your user time zone so dates and times across CallProof match your local time. You can also turn off automatic time zone detection. Available to all logged-in users. Example: Traveling rep sets America/New_York so call and task timestamps match local time. Key options: time zone dropdown, Do Not Auto-Detect Time Zone. | ||
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| + | [[File:SetTimeZone.png|350px|thumb|Set Time Zone]] | ||
| + | |||
| + | <div style="clear:both;"></div> | ||
| + | |||
| + | == [[Link Email Accounts (New Web)]] == | ||
| + | |||
| + | Menu goes to /em/ (email). Account linking is managed at /em/accounts/. Connect Gmail, Office 365, or other IMAP email so CallProof can sync inbox and outbox against contacts. Available to all logged-in users, subject to company email permissions. Example: Rep links Gmail so emails sync with CallProof contacts. Key options: Add Account (Google / Office / Other), sync status, folders, past-mail sync, Inbox / Outbox. | ||
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| + | [[File:LinkEmailAccounts.png|350px|thumb|Link Email Accounts]] | ||
| + | |||
| + | <div style="clear:both;"></div> | ||
| + | |||
| + | == [[Calendar Set-Up (New Web)]] == | ||
| + | |||
| + | calendar-integration/ Page may show as Calendar Sync Settings. Link Google and/or Office calendars, choose which calendar receives tasks and follow-ups, enable or disable sync, or remove a linked account. Available to all logged-in users. Example: Rep links Google Calendar so follow-up tasks appear on their work calendar. Key options: Google connect, Office connect, select calendar, add calendar, remove, sync on/off. | ||
| + | |||
| + | [[File:LinkEmailAccounts.png|350px|thumb|Calendar Set-Up]] | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
Revision as of 07:55, 25 July 2026
Path: Callproof Support - New Website - Report Menu
Contents
Subscriptions (New Web)
(Rep Subscriptions). Lists reps and their email-report subscription settings. Open a rep to turn reports on or off. Often manager-only in the menu. Example: Manager enables a rep’s daily activity report. Key options: Rep Daily Activity; Manager Daily / Summary / Production reports; follow-up reminder; appointment report; unsubscribe and extra email recipients. Note: My Subscriptions for your own settings is a related item under the Subscriptions area, often at /mail/settings/your-user-id/.
More Info: Subscriptions (New Web)
Update Profile Photo (New Web)
Opens a modal from the Personal Settings panel. Upload or replace your profile photo (JPG, PNG, or SVG). After upload, the sidebar avatar updates. Available to all logged-in users. Example: Rep updates their photo so dashboards and the sidebar show the new avatar. Upload endpoint: /users/images/user-profile-id/.
Set Time Zone (New Web)
Opens a modal; saves via /timezone/. Sets your user time zone so dates and times across CallProof match your local time. You can also turn off automatic time zone detection. Available to all logged-in users. Example: Traveling rep sets America/New_York so call and task timestamps match local time. Key options: time zone dropdown, Do Not Auto-Detect Time Zone.
Link Email Accounts (New Web)
Menu goes to /em/ (email). Account linking is managed at /em/accounts/. Connect Gmail, Office 365, or other IMAP email so CallProof can sync inbox and outbox against contacts. Available to all logged-in users, subject to company email permissions. Example: Rep links Gmail so emails sync with CallProof contacts. Key options: Add Account (Google / Office / Other), sync status, folders, past-mail sync, Inbox / Outbox.
Calendar Set-Up (New Web)
calendar-integration/ Page may show as Calendar Sync Settings. Link Google and/or Office calendars, choose which calendar receives tasks and follow-ups, enable or disable sync, or remove a linked account. Available to all logged-in users. Example: Rep links Google Calendar so follow-up tasks appear on their work calendar. Key options: Google connect, Office connect, select calendar, add calendar, remove, sync on/off.
