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Profile settings let you manage your personal account details, configure case creation preferences, and customize your workspace.

This section explains how to open the Profile tab.

Click Settings in the left sidebar.

Select the Profile tab at the top of the page.

1. Click Settings in the left sidebar.
 
2. Select the Profile tab at the top of the page.

This section covers your name and email address.

Profile panel showing Name and Email fields

Your display name and email address appear at the top of the Profile tab.

To change your name, click the Name field, type your new name, and click Save Profile.

To change your email, click Request change next to your email address. Email changes require verification and admin approval. Submit a request and the team will process it within 1 business day.

1. To change your name, click the Name field, type your new name, and click Save Profile.
 
2. To change your email, click Request change next to your email address. Email changes require verification and admin approval. Submit a request and the team will process it within 1 business day.

This section controls whether new cases use the step-by-step wizard or the single-page Pro Mode form.

Case Creation panel with Pro mode checkbox

Check Pro mode to show all case settings on a single page instead of the step-by-step wizard. This is recommended for experienced users who create cases frequently.

This section sets the default scroll position when opening a conversation in the review interface.

Oldest messages: opens at the beginning of the conversation.

Newest messages: opens at the most recent messages.

1. Oldest messages: opens at the beginning of the conversation.
 
2. Newest messages: opens at the most recent messages.

This section lets you customize how you navigate the app.

Check Enable tabs to open multiple pages side by side with browser-style tabs. Use Cmd+Shift+T (Mac) or Ctrl+Shift+T (Windows) to create a new tab, and Cmd+Shift+W (Mac) or Ctrl+Shift+W (Windows) to close one.

This section lets you explore the product with sample data and a guided tour.

Nothing you do in Demo Mode is saved. Click Start demo to begin.

Manage your name, email, case creation mode, and workspace preferences.

How do I edit my profile settings?

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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How do I edit my profile settings?

Navigate to profile settings

Profile

Case Creation

Conversation Preferences

Workspace

Demo Mode