Managing Your Profile and Preferences

Preferences (Business & Assistant Settings)

To access Preferences:

1. Go to the bottom-left corner of your screen.

2. Click the ⚙️ Settings (gear icon).

Here’s what you can manage:

• General
  Enter and update your business information including your firm’s name, contact details, and other general company info.

• Integrations
  Connect or manage calendar integrations (Google Calendar, Microsoft Teams, etc.) and other supported platforms.

• Branding
  Customize your company branding, including logo and colors, to reflect your firm’s identity across the platform.

• Meeting Assistant
  Set your preferences for how the AI meeting assistant operates—control when it joins your meetings.

Profile Settings (Account & Security)

To access your Profile Settings:

1. Navigate to the top-right corner of the screen.

2. Click your profile picture or initials, then select “Manage Account.”

Here’s what you can manage:

• Profile Info
  Update your name, profile picture, and email address. You can also add secondary email addresses and manage notification settings.

• Connected Accounts
  Link or disconnect accounts such as Google, Microsoft Teams, and other supported login providers.

• Security

  • View and manage active devices connected to your account.

  • Update your password or reset it if needed.

  • If necessary, you can also choose to delete your account from this section.

Troubleshooting

• Can’t find Preferences:
  Go to the bottom-left corner of your screen and click the ⚙️ Settings (gear icon). If the gear icon doesn’t appear, refresh your browser or clear your cache.

• Can’t find Profile Settings:
  Navigate to the top-right corner of the screen, click your profile picture or initials, and select Manage Account. If the menu doesn’t appear, try logging out and back in.

• Changes not saving:
  Most updates save automatically, but if you don’t see your changes reflected, refresh your dashboard. For profile photo or branding updates, you may need to clear your browser cache.

• Integration issues:
  If Google Calendar or Microsoft Teams won’t connect, ensure you’ve granted the necessary permissions during setup. Reconnect the integration in Preferences > Integrations.

• Branding not updating:
  Make sure your logo file meets the required format (PNG or JPG) and size limits. Upload again and refresh the page to see the changes.

• Security settings not updating:
  If you can’t update your password, confirm you’re entering your current password correctly. For account recovery, follow the “Forgot Password” link on the login page.

Still having trouble?
Email us at [email protected] with the meeting date and title so we can help.