My Profile Settings
Keep your business details, calling setup, billing information and notifications in one place.
In the CRM: Settings → My Profile
Start with your own account
My Profile brings together the settings that support your daily work. Open Settings → My Profile, then choose the tab for the detail you want to review. The tabs shown follow your account and role.
Your profile name identifies you to your team. Your extension connects the calling tools. Your billing details help the business keep its account records organized.
Choose the right tab
| Tab | Use it for |
|---|---|
| Profile | Update contact and company details, choose a city-based time zone, and check the extension connection. |
| Extension | Review caller identity, recording, call notifications and voicemail settings. |
| Billing | Review company and billing addresses, invoice history and payment information available for the account. |
| Custom Pricing | Read the effective Marketing OS usage rates and the source of each rate. |
| Security | Change your account password. |
| Pricing | Read the package, recurring number, text and voice rate cards configured on this account. |
| Notifications | Choose the incoming-text and account-event notifications you want to receive. |
Prepare your profile for a campaign
- Check your name, email and company details in Profile.
- Choose a city-based time zone, such as Los Angeles, so time-based information is easy to interpret.
- Review the extension and caller identity before answering or making campaign calls.
- Choose useful Notifications, such as incoming texts or changes to assigned numbers.
- Use Plans & billing to check your paid plan and Account balance to review available funds.
- Open the Mango9 Windows or iPhone app with your own sign-in and confirm that calling and messages are connected.
Know where the business setup lives
Connect Telnyx and your email service under Settings → Connections. Buy numbers in My Numbers, create extensions in the phone system, and assign them to the users or buyers who will handle the work.
Use My Profile for your personal settings and account details. Use Manage Users and Permissions when you are setting up the rest of the team.