Account Overview
8 min
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:
- Account: For managing profile information and password settings.
- 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.
Key Features
Account Subsection
- 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.
- 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
- 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
- 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
- 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 donβt miss important updates.
FAQs
- How can I update my email address in the profile section?
- Email addresses are locked for authentication purposes. Contact support for any changes.
- 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.
- Can I disable all notifications?
- Yes, you can set notifications to "None" in each category to disable them.
- How do I reset my password if I forget it?
- Can I change my timezone after setting it once?
- Yes, you can update your timezone anytime in the Account section. This ensures accurate scheduling and reminder notifications across the platform.
- Will changing my password log me out of other sessions?
- No, updating your password wonβt automatically log you out of other sessions. For added security, it's recommended to manually log out from all devices after a password change.
- What does 'When mentioned in a comment' mean under Inbox notifications?
- This option notifies you specifically when another user tags you in a conversation comment, helping you respond faster to mentions.
- Are notification settings the same across all devices?
- Notification settings apply per user account, but browser notifications must be enabled separately on each browser/device for them to work.
- Can I choose different delivery channels for different notification types?
- Yes, you can select email for some alerts and browser for others, giving you flexibility based on urgency and your work habits.
- Why am I not receiving browser notifications even after enabling them?
- Ensure that browser notifications are allowed in both your Sanoflow settings and your browser/device permissions. Also, make sure you're logged in and active in that session.