Difference between revisions of "Personnel Settings Menu"
Ashley DeBon (talk | contribs) |
Ashley DeBon (talk | contribs) (→My Email (New Web)) |
||
| Line 15: | Line 15: | ||
More Info: [[My Email (New Web)]] | More Info: [[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/. | ||
| + | |||
[[File:MyEmail.png|350px|thumb|My Email ]] | [[File:MyEmail.png|350px|thumb|My Email ]] | ||
Revision as of 12:18, 27 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)
More Info: 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/.
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)
