Overview: Profile settings (Edify App)

Edify App > Profile and Call Settings > Overview: Profile settings (Edify App)

This article provides an overview of your profile settings in Edify App.

In this article

Overview

You can update your user profile settings though the Edit Profile area of the settings menu in Edify App.

Your profile settings are made up of three containers:

  • Basic

  • Voicemail

  • Email Signature

To access the Profile menu, follow the steps below:

  1. Log into the Edify application.

  2. Open the Settings menu in the top-right of the screen by clicking the gears icon.

  3. Select Edit Profile.

  4. Click the Profile tab.

Basic

The Basic container is where you can edit all of the basic information related to your account, including but not limited to your:

  • Profile picture

  • Name and title

  • Email address

  • Phone number

  • Timezone

You can also use the Basic container to configure notification settings in Edify. For example, you can toggle desktop notifications or whether desktop notifications make a notification sound.

At the bottom of the Basic container is where you can change your Edify password by clicking the Reset Password button.

Note: Keep in mind that 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, so ensure that you keep your profile information up-to-date.

Voicemail

The Voicemail container is where you can configure your voicemail settings, including your voicemail greeting.

Email signature

In Edify App, 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.

Since this information can be managed in different locations, keep in mind that the email signature saved most recently is the active email signature when you manage an email interaction in a queue.

Make sure to check with your Edify admin to determine if:

  • You are responsible for managing emails in a queue.

  • You need to configure your email signature yourself, or if it has been configured for you by your admin.

Visual breakdown

Basic container

This section provides an explanation of each of the components of the Basic container of the Profile tab.

A. Change Picture: The Change Picture link gives you the ability to update your profile picture. This picture is displayed to your coworkers. If you are a queue user, this image is displayed to customers when you are engaged in a web chat interaction. When selecting a profile picture, selecting an image that has 1:1 pixel ratio ensures that your profile picture is not cropped incorrectly. Once you select a photo, Edify scans the image for a face to center the image appropriately.

B. First Name: The First Name field is where you enter or modify your first name. Again, this is displayed both internally to your coworkers and externally to customers, if you are a queue user.

C. Last Name: The Last Name field is where you enter or modify your last name. Again, this is displayed both internally to your coworkers and externally to customers, if you are a queue user.

D. Prefix: The Prefix menu is where you select a prefix to be attached to your name. Again, this is displayed both internally to your coworkers and externally to customers, if you are a queue user.

E. Suffix: The Suffix menu is where you select a suffix to be attached to your name. Again, this is displayed both internally to your coworkers and externally to customers, if you are a queue user.

F. Title: The Title menu is where you define your job title, or role. This information is viewable internally when your coworkers open your user profile in chat or when they search for you in the directory.

G. Email: The Email menu is where you enter or update your email address. This information is viewable internally when your coworkers open your user profile in chat. 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.

H. Mobile: The Mobile menu is where you enter or update your mobile phone number. This information is viewable internally when your coworkers open your user profile in chat or when they search for you in the directory. This is also the number that the system sends calls to if you have configured your calls to route to mobile.

I. Language: 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.

J. Timezone: The Timezone menu is where you select which time zone that you work within.

K. Message Notification Sound: The Message Notification Sound toggle is where you enable or disable the notification sound made when a message is posted in chat.

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.

L. Notification: The Notification toggle, depending on how you are accessing the Edify application, impacts your notification settings differently by either enabling or disabling notifications through your application window.

When enabled, a push notification pops 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. This serves to allow you to be logged into the Edify application in multiple locations and designate which of those locations, if any, prompt you with push notifications.

You can access the Edify application in the following ways, all at the same time:

a. Notification - Web: Enable or disable your web browser from sending you push notifications

b. Notification - Desktop: Enable or disable the desktop application from sending you push notifications

c. Notification - CTI: Enable or disable the CTI from sending you push notifications

M. Ringing Sound: The Ringing Sound toggle, depending on how you are accessing the Edify application, gives you the ability to define if you want to hear a ringing sound when your softphone is receiving a call.

When enabled, an audible sound can be heard within the area in which you are logged into when your softphone receives a call. When disabled, you don’t hear the ringing sound. Just like the Notification toggle, the Ringing Sound is tied to the specific way you are logged into Edify.

These toggles serve to allow you to be logged into the Edify application in multiple locations and designate which of those locations you would like to hear the ringing sound come from.

a. Ringing Sound - Web: Enable or disable your web browser from making an audible sound when receiving a call to your softphone

b. Ringing Sound - Desktop: Enable or disable your desktop application from making an audible sound when receiving a call to your softphone

c. Ringing Sound - CTI: Enable or disable your CTI from making an audible sound when receiving a call to your softphone

N. Reset Password: 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.

Email Signature container

Review the labeled image and guides below for more information on configuring your email signature in the Edify application.

A. Formatting buttons: The formatting buttons give you the ability to customize your email signature to meet your needs. With these buttons you can change font size, text color, spacing and more. Use these buttons to create an email signature that aligns with your business’ branding expectations.

B. Message body: Use the message body text area to input the appropriate text and/or brand imagery to align with your business’ branding expectations for when you email out while managing interactions in a queue.