Overview
Written By Anand Raj
Last updated 17 days ago
The My Profile & Preferences module in the Business Portal is your personal control center as a Business user. It's where you manage how you appear to your teammates inside your Business, choose which Business events alert you, and review the in-app notifications you've received.
Everything in this module is scoped to you as a Business user — changes here never affect your teammates or anyone else in your Business.
What's inside this module
Change Profile Details — update your profile picture, display name and phone number. These details identify you across the Business Portal in audit trails, agent edits, knowledge base updates and activity attribution.
Change Notification Preferences — choose which Business events generate alerts for you, and whether each one is delivered In-App, by Email, or both. Toggles save automatically.
My Notifications — open the bell-icon panel to review recent alerts, Snooze the in-app sound during focused work, or use Mark as read to clear the unread badge in one click.
Where to find it
Everything in this module lives behind your avatar in the top-right of the Business Portal. Click your profile picture to open My Profile or Notification Preferences, and click the bell icon next to it to open the Notifications panel.
