Overview: Profile settings (Edify App)
This article provides an overview of your profile settings in Edify App.
In this article
To update your settings go to Settings > Edit Profile > Profile
Your profile settings are made up of three containers:
Learn more about each individual container below.
You can edit the following information in the Basic container:
Change Picture (A): The Change Picture link allows you to update your profile picture. Selecting an image that has 1:1 pixel ratio will ensure that your profile picture is not cropped incorrectly. Once uploaded, Edify scans the image for a face to center the image.
First Name (B): The First Name field is where you enter or modify your first name.
Last Name (C): The Last Name field is where you enter or modify your last name.
Prefix (D): The Prefix menu is where you select a prefix to be attached to your name.
Suffix (E): The Suffix menu is where you select a suffix to be attached to your name.
Note: Fields A-E are displayed to coworkers. They will also be displayed to customers if you are a queue user.
Title (F): The Title menu is where you define your job title, or role.
Email (G): The Email menu is where you enter or update your email address. The email address defined in this field is what’s used when logging into the Edify application or Edify Console, if you have Edify Console permissions.
Mobile (H): The Mobile menu is where you enter or update your mobile phone number. This is the number that the system sends calls to if you have configured your calls to route to mobile.
Note: Fields F-H can be viewed by coworkers when they open your user profile in chat or search for you in the directory.
Language (I): The Language menu allows you to define your preferred, primary language. This is especially important when you are an Edify CX user who manages interactions in queues configured with translation and/or pre-join announcements.
Timezone (J): The Timezone menu is where you select which time zone you work in.
Message Notification Sound (K): The Message Notification Sound toggle is where you enable or disable the notification sound made when a message is posted in chat.
Note: When enabled, you hear a beep every time someone posts a message into the channel, unless you’ve muted that channel. When disabled, you don’t hear a sound when a message is posted in chat.
Notification (L): The Notification toggle enables or disables visible notifications in your application window.
Note: When enabled, a push notification appears within the area in which you are logged in and displays information about a message posted in chat. When disabled, you don’t receive these notifications.
Ringing Sound (M): The Ringing Sound toggle, allows you to turn the ringing sound on or off when receiving a call.
Reset Password (N): The Reset Password button is where you reset your account password. Once clicked, an alert auto-populates on the screen, which is where you confirm that you need to reset your password. After confirming, a temporary password is sent to the email address configured in the Email field.
Change your Edify password by clicking the Reset Password button at the bottom of the Basic container.
Note: The details you set in the Basic section are generally visible to your coworkers under the Profile Details tab in chat or within the softphone directory.
You can configure your voicemail settings, including your voicemail greeting in the Voicemail container. See Overview: Voicemail settings for more information.
You can configure your email signature in the Email Signature container in your profile settings. Your email signature is used while managing email interactions in a queue. These configurations are also available to your Edify admin in Edify Console. See Modify your email signature (Edify App) for more information.
Note: Since this information can be managed in different locations, the email signature saved most recently is the active email signature for an email interaction in a queue.
Formatting buttons (A): The formatting buttons allow you to change font size, text color, spacing, and more.
Message body (B): Use the message body text area to input text and brand imagery for your email signature.
Note: Your email signatures will be shown when managing interactions through email in the queue.