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Configure your profile

Article ID: 157
Last updated: 17 Sep, 2022

This guide helps you set up your profile with image, display name etc, and change your password.

To navigate to the profile settings page, click on the kebab menu icon () on the dashboard's bottom left corner, which would open a menu. Then, click on Profile Settings from the menu.

Kebab Menu Icon


Update your profile

This section will help you to update your agent profile on OMNI. The updated information will be used on the dashboard, live-chat widget, and in all external communication emails.

Profile Form

The fields in the form are described below.

Field Name Description
Profile image A square image that suits your profile. If no image is provided, then the system would take Gravatar Image if available
Your full name Provide your full name. e.g.: John Hopkins
Display Name Provide a name that you want to be displayed on the chat/emails e.g.: John H
Your email address This email address will be used to send notifications, you will be using this email address to login to OMNI

Click on Update Profile to save the changes. If the changes are successful, you will see a message "Your profile has been updated successfully."

Note: If you update your email address, then the system will log you out. You need to log in again with the updated email address and the password.


Change your password

As a security measure, you need to provide your existing password to change the password. If you forgot the old password, you can log out of the system and reset the password.

Password must contain at least one uppercase character (A-Z), at least one number character (0..9), at least one special character (!@#$%^&*()_+-=[]{}|'"/\^.,`<>:;?~).

Password Form

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Article ID: 157
Last updated: 17 Sep, 2022
Revision: 11
Views: 23


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