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

Click Settings in the left sidebar.

1. Click Settings in the left sidebar.
2. Select the Profile tab.

Profile panel showing Name and Email fields

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.

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.

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.

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

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

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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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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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How do I edit my profile settings?

Navigate to profile settings

Profile

Case Creation

Conversation Preferences

Workspace

Demo Mode