My Accounts
-
Deactivating or Deleting Your Account
If you wish to deactivate or delete your account, please consider the following:
- Deactivation: Temporarily suspends your account, preserving your data for future reactivation.
- Deletion: Permanently removes your account and all associated data. This action is irreversible. To proceed:
- Contact our support team through the Contact Us page.
- Specify whether you want to deactivate or delete your account.
- Provide any necessary verification information as requested. Our support team will process your request and inform you once the action is complete.
-
Understanding Account Roles and Permissions
Our platform assigns different roles to users, each with specific permissions:
- Administrator: Full access to all settings and data.
- Manager: Can manage teams and view reports but has limited access to account settings.
- Agent: Handles customer interactions and can view relevant data.
- Viewer: Read-only access to certain sections. To change a user's role:
- Navigate to "User Management" in the admin panel.
- Select the user whose role you want to change.
- Choose the appropriate role from the dropdown menu.
- Click "Save" to apply the changes. Assign roles carefully to maintain proper access control within your organization.
-
Managing Two-Factor Authentication (2FA)
Enhance your account security by enabling Two-Factor Authentication:
- Log in to your account.
- Go to "Account Settings."
- Navigate to the "Security" tab.
- Toggle the Two-Factor Authentication option to "On."
- Follow the on-screen instructions to set up 2FA using your preferred authentication method (e.g., authenticator app or SMS). Once enabled, you'll be prompted for a verification code each time you log in, adding an extra layer of security.
-
Updating Your Profile Information
Keeping your profile information up-to-date ensures effective communication. To update your profile:
- Log in to your account.
- Click on your profile avatar in the top-right corner.
- Select "Profile" from the dropdown menu.
- Edit the necessary fields, such as your name, contact information, or profile picture.
- Click "Save" to apply the changes. Ensure that your email address and phone number are current to receive important notifications.
-
How to Reset Your Account Password
If you've forgotten your password or need to reset it for security reasons, follow these steps:
- Navigate to the login page.
- Click on the "Forgot Password" link.
- Enter your registered email address.
- Check your email for a password reset link and follow the instructions provided. If you don't receive the email within a few minutes, check your spam folder or contact support for assistance.