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The Profile Settings page is where each user manages their personal communication tools, authentication preferences, and login activity. This setup ensures your account is secure and ready for seamless CRM usage — including messaging, calling, and email.

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Sections Covered:

  • Two-Factor Authentication (2FA)
  • User Contacts (Communication Channels)
  • Login Sessions

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1. Enable Two-Factor Authentication (2FA)

Two-factor authentication adds a second layer of security to your account.
  • Click the green Enable button at the top
  • A confirmation modal will appear
  • Click OK to activate 2FA for your account
Recommended for all admins and agents handling sensitive customer data

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2. Manage User Contact Channels

This section allows you to add and manage the contact methods you’ll use for communication inside the CRM — including Call, SMS, WhatsApp, and Email.

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Add a Contact Method

  • Click the + Add User Contact button
  • In the popup form, select:
  • Channel (SMS, Call, WhatsApp, or Email)
  • Provider (e.g., Twilio, RingCentral, Mailgun)
  • Contact Info (phone number or email address)
  • Status (Active, Pending, etc.)
  • Check ‘Is Default’ to set this as your main communication path
  • Click Apply to save
You can set one default per channel type (e.g., one default Call number, one default Email, etc.)

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Important Rules

  • If using the same number for Call and SMS, you must add it twice, selecting each channel separately
  • You can mix providers (e.g., use RingCentral for calls and Twilio for SMS)
  • You may add multiple options and switch defaults at any time

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RingCentral Users: Don’t Forget to Register

If your contact uses RingCentral, you’ll see a ‘Register’ button next to the number.
  • Click Register
  • This will trigger an OAuth popup to authenticate the number with RingCentral
  • Registration is required before the number can be used for calling or texting
If you skip this step, outbound communication via RingCentral will fail

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3. View Login Sessions

At the bottom of the page, you’ll find your login activity log, which shows:
  • Country of access
  • Device name
  • Last activity timestamp
  • IP address
Use this section to:
  • Track which devices you’ve used
  • Monitor for suspicious access
  • Revoke access manually via security settings if needed

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Summary Checklist

| Action               | Required?                | Notes                                  |
| -------------------- | ------------------------ | -------------------------------------- |
| Enable 2FA           | Optional but recommended | Adds security for all users            |
| Add Call channel     | Required                 | From Twilio, RingCentral, etc.         |
| Add SMS channel      | Required                 | Can use same number as call            |
| Add Email            | Optional                 | Used for outbound notifications        |
| Set Defaults         | Required                 | One per channel type                   |
| Register RingCentral | Required if using RC     | Must authorize to enable functionality |
With your profile fully set up, you’ll be ready to send messages, make calls, and secure your account for daily operations in BeRocker CRM.