Difference between revisions of "Personnel Settings Menu"
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| − | Path: [[Callproof Support]] - [[New Website]] - [[ | + | Path: [[Callproof Support]] - [[New Website]] - [[Personnel Settings 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:RepSubscriptions.png|350px|thumb|Subscriptions]] | ||
| − | + | <div style="clear:both;"></div> | |
| − | [[File: | + | == [[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]] | ||
| + | |||
| + | More Info: [[Update Profile Photo (New Web)]] | ||
| + | |||
| + | <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. | ||
| + | |||
| + | More Info: [[Set Time Zone (New Web)]] | ||
| + | [[File:UpdateTimeZoneView.png|350px|thumb|right|Set Time Zone]] | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
Latest revision as of 12:44, 25 July 2026
Path: Callproof Support - New Website - Personnel Settings 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)
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/.
More Info: Update Profile Photo (New Web)
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.
More Info: Set Time Zone (New Web)
