Profile
The signed-in owner's contact details, password, and personal alerts.
Settings → Profile (/profile) is titled Profile. Kicker Settings. Description: “Your GetDandy identity, sign-in, and which locations this account covers.” Loader: Loading profile…. You can also open it from your avatar.
What it is
This is the signed-in person. Other people on the account are managed in My Team. Password reset from the signed-out sign-in flow ends on the same kind of password screen.
Open the screen
Click Profile under Settings, or open it from the avatar menu.
What the page shows
Aside: {name} or Your name · {company} · {role} · email · Email is locked to this login · {n} location(s).
Identity — “How your team sees you in GetDandy.”
- Full name (
John Doe) - Email address — “Used for login and owner alerts” (disabled)
- Phone / Country code (
9495550188)
Password — “Leave blank unless you want to change it.”
- Current password — At least 3 characters
- New password — At least 8 characters
- Confirm password — At least 8 characters
Alerts & locations — “These follow you across your locations.”
- Contact preferences: Email · SMS · soon
- Notification preferences: Lead received · Negative feedback · Review removals · New webchat alert · soon · Monthly report · soon
- Locations (chip per location name)
Save: Update my information / Saving…. There are no tabs.
Typical workflow
- Update Full name and Phone.
- Leave password blank unless you are changing it. Then fill current, new, and confirm.
- Turn on the notification types you want for yourself.
- Update my information.
- Account-level recipients still live on Notifications.
Empty, locked, or preview-only
Email cannot be changed here. SMS · soon, New webchat alert · soon, and Monthly report · soon are not sending yet.
Related
Was this guide useful?