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Profile: name, photo, phone and time zone

Making the account look like you and getting the time zone right — it decides the timing of everything you schedule.

3 min de vídeo 10 imagens Painel do administrador

Aula gravada na plataforma real. O cursor, as legendas e o destaque existem só no vídeo.

Account settings gathers what is yours: profile, security, alerts and the shortcuts the whole operation uses. There are six tabs — this lesson covers the first, and each of the others has a lesson of its own.

Account settings — The settings screen, with the six tabs.

The settings tabs — Profile · Notifications · Quick replies · Labels · Account · Documents.

The photo

A square image, in JPG, PNG or WEBP, up to 2 MB.

The fields, one by one

Campo	Para que serve
Name	How you appear to your team, in conversations and in assignments.
Email	It is your sign-in and the address for account alerts.
Phone	With the country code, in the same format as your contacts.
Tax ID	Saved so you can raise charges without retyping it.
Time zone	It decides the timing of scheduled campaigns, reminders and programmed messages.

Name field — Name.

Email field — Email — this is the sign-in.

Phone field — Phone with country code.

Document field — Tax ID, used when charging.

The time zone

Time zone — The field that causes the most confusion later on.

Check it before scheduling anythingA campaign set for 9am goes out at 9am in the time zone on this screen. If the account is in one zone and your operation in another, every schedule fires at the wrong hour — and you only find out after it has gone.

Saving

Save or discard — Save profile confirms; Discard goes back to how it was.

Language and theme

They are not on this screen: they are controls on the top bar, next to your name. The choice applies only to you — everyone on the team has their own.

The other tabs

The remaining tabs — Each one has its own lesson in this track.

Notifications — what reaches you, by push, email and daily digest.
Quick replies — the ready-made texts the team inserts with /.
Labels — the classifications used by the Inbox and the Kanban board.
Account — password change, two-step verification and API key.
Documents — the verification that unlocks the digital wallet.