Difference between revisions of "Personnel Settings Menu"
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More Info: [[Set Time Zone (New Web)]] | More Info: [[Set Time Zone (New Web)]] | ||
[[File:UpdateTimeZoneView.png|350px|thumb|right|Set Time Zone]] | [[File:UpdateTimeZoneView.png|350px|thumb|right|Set Time Zone]] | ||
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| + | == [[Link Email Accounts (New Web)]] == | ||
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| + | Purpose Connect your personal Gmail, Office 365, or other IMAP mailbox to CallProof so emails with contacts and prospects can sync into CallProof. Page title: Email Accounts. | ||
| + | Navigation Personal Settings → Link Email Accounts. The menu usually opens /em/ (Inbox). Manage linked accounts at /em/accounts/ from Quick Links → Accounts. | ||
| + | Access Login required. Available to all logged-in users for their own accounts. Not manager-only. Company Check Email must be on for background sync. Sync skips disabled companies or accounts, and accounts with too many failed password attempts. Menu visibility can still be limited by company menu settings. | ||
| + | What it does Add an email account with Google, Office 365, or Other IMAP. Google and Office use OAuth. Other IMAP uses hostname, port, username, and password. Passwords are stored encrypted. Choose which folders to sync, such as Inbox and Sent. Background sync pulls contact-related mail into CallProof. Schedule historical sync for past mail, or run Sync Past Emails. Past sync can take 24 to 72 hours. Edit credentials, re-auth OAuth, refresh folders, or delete an account. | ||
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| + | More Info: [[Link Email Accounts (New Web)]] | ||
| + | [[File:EmailAccountIndex.png|350px|thumb|Email Accounts]] | ||
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== [[Calendar Set-Up (New Web)]] == | == [[Calendar Set-Up (New Web)]] == | ||
| + | Connect your Google or Microsoft Office calendar so CallProof tasks and follow-ups can be pushed to that calendar. Page header: Calendar Sync Settings. Browser title: Calendar Setup. | ||
| + | Access Login required. Available to all logged-in users. Not manager-only. Menu visibility can still be limited by company menu settings. OAuth alone is not enough. Sync shows as Enabled only after you select a calendar for tasks. | ||
| + | What it does Link Google Calendar with OAuth. Link Office / Outlook Calendar with OAuth. Refresh and store your calendar lists from the provider. Choose which calendar receives CallProof tasks. Optionally create a new Google or Office calendar. Remove a linked account and clear the selected calendar. When you save a follow-up with Add To Google Calendar or Add To Office Calendar, CallProof creates or updates the calendar event. | ||
More Info: [[Calendar Set-Up (New Web)]] | More Info: [[Calendar Set-Up (New Web)]] | ||
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Latest revision as of 13:03, 29 July 2026
Path: Callproof Support - New Website - Personnel Settings 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)
My Email (New Web)
My Emails overview (New Web) Where it lives Mail menu → My Email / My Emails. Quick Links on related mail screens also include My Email. URL /mail/emails/ Important distinction This is not your Gmail or Office inbox. It is a personal history of CallProof system emails, such as scheduled reports and notifications sent to you. Linked provider email (Gmail, Office, IMAP) is under Personal Settings → Link Email Accounts at /em/ and /em/accounts/.
More Info: My Email (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)
Link Email Accounts (New Web)
Purpose Connect your personal Gmail, Office 365, or other IMAP mailbox to CallProof so emails with contacts and prospects can sync into CallProof. Page title: Email Accounts. Navigation Personal Settings → Link Email Accounts. The menu usually opens /em/ (Inbox). Manage linked accounts at /em/accounts/ from Quick Links → Accounts. Access Login required. Available to all logged-in users for their own accounts. Not manager-only. Company Check Email must be on for background sync. Sync skips disabled companies or accounts, and accounts with too many failed password attempts. Menu visibility can still be limited by company menu settings. What it does Add an email account with Google, Office 365, or Other IMAP. Google and Office use OAuth. Other IMAP uses hostname, port, username, and password. Passwords are stored encrypted. Choose which folders to sync, such as Inbox and Sent. Background sync pulls contact-related mail into CallProof. Schedule historical sync for past mail, or run Sync Past Emails. Past sync can take 24 to 72 hours. Edit credentials, re-auth OAuth, refresh folders, or delete an account.
More Info: Link Email Accounts (New Web)
Calendar Set-Up (New Web)
Connect your Google or Microsoft Office calendar so CallProof tasks and follow-ups can be pushed to that calendar. Page header: Calendar Sync Settings. Browser title: Calendar Setup. Access Login required. Available to all logged-in users. Not manager-only. Menu visibility can still be limited by company menu settings. OAuth alone is not enough. Sync shows as Enabled only after you select a calendar for tasks. What it does Link Google Calendar with OAuth. Link Office / Outlook Calendar with OAuth. Refresh and store your calendar lists from the provider. Choose which calendar receives CallProof tasks. Optionally create a new Google or Office calendar. Remove a linked account and clear the selected calendar. When you save a follow-up with Add To Google Calendar or Add To Office Calendar, CallProof creates or updates the calendar event.
More Info: Calendar Set-Up (New Web)
