Product
Settings

Account Overview

10min

The Account Tab in the settings enables users to manage their personal profile details and configure notification preferences to stay informed about platform updates and activities. This section consists of two subsections:

  1. Account: For managing profile information and password settings.
  2. Notifications: For customizing alerts for Inbox, Enquiry, and Appointment activities.

Getting Here

This tab is accessible by all users.

This module can be accessed through the navigation list on your left side of the screen, then go to Settings and then to Accounts feature.

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Key Features

Account Subsection

  1. Profile Management:
    • Fields:
      • First Name
      • Last Name
      • Email (non-editable for authentication purposes)
      • Designation (optional)
      • Timezone (dropdown menu to select the appropriate timezone)
    • Action:
      • Click "Save Changes" to apply updates.
  2. Password Management:
    • Fields:
      • Current Password
      • New Password
      • Repeat New Password
    • Action:
      • Click "Change Password" to update the account password.
  • Update your time zone for accurate scheduling and reminders.
  • Reset your password regularly to maintain account security.
  • Use a strong, unique password.
  • Keep your profile updated, including your time zone, for optimal platform usage.

Notifications Subsection

  1. Inbox Notifications:
    • Notification Settings:
      • Get notified for:
        • All new messages
        • Conversations assigned to me
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      • Enable notifications for:
        • Outside office hours (toggle switch)
        • Specific actions like "When mentioned in a comment."
    • Delivery Channels:
      • Email
      • Browser Alerts
  2. Enquiry Notifications:
    • Events:
      • New enquiry received over email.
      • Enquiry assigned to you.
      • Task assigned to you.
      • SLA-related notifications (e.g., enquiry not assigned within SLA).
    • Delivery Channels:
      • Email
      • Browser Alerts
  3. Appointment Notifications:
    • Events:
      • New appointment added or rescheduled from the widget.
      • Appointment canceled by the patient.
      • Booked appointment conflicts.
    • Delivery Channels:
      • Email
      • Browser Alerts

Practical Use Cases

  • Set "All new messages" notifications to stay on top of critical communications.
  • Enable "Get notified outside office hours" for urgent cases.

Best Practices

  • Use browser notifications for real-time updates.
  • Customize notifications to avoid overload while ensuring you don’t miss important updates.

FAQs

1. How can I update my email address in the profile section?

  • Email addresses are locked for authentication purposes. Contact support for any changes.

2. What happens if I enable notifications for "outside office hours"?

  • You will receive notifications during non-working hours, ensuring you stay updated on urgent matters.

3. Can I disable all notifications?

  • Yes, you can set notifications to "None" in each category to disable them.

4. How do I reset my password if I forget it?

  • Use the "Forgot Password" option on the login page to reset your password.

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Updated 07 Jan 2025
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