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Settings → Profile is your own account. Everything on this page affects only you, not the rest of the team.
The Profile settings page with User Info, Two Step authentication, User Contacts and Login Sessions
The page has five blocks: User Info, Two Step authentication, Gmail connection, User Contacts and Login Sessions.

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User Info

Your full name, display name, email, password and role. Display name is what customers see when a message goes out under your name — use the name you actually introduce yourself with, not your legal name. Click Edit Profile to change any of it, including your password.

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Two Step authentication

Adds a second step to your sign-in.
  • Click Enable, then confirm.
  • Use Add authentication method to register how you receive the code.
Strongly recommended for admins and anyone who can see customer payment data. Your company can also require it for everyone — see Team and security.

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User Contacts — the numbers you work from

This is the block that makes messaging work at all. Each contact is one channel on one provider.
1

Click + Add user contact

A dialog opens.
2

Fill it in

  • Channel — SMS, Call, WhatsApp or Email.
  • Provider — Twilio, RingCentral, Telnyx, Vonage, Quo, Zoom Phone, SendGrid, Mailgun…
  • Contact — the phone number or email address.
  • Status.
  • Is Default? — tick it to make this your main line for that channel.
3

Apply

Save it.

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The rules that trip people up

One number used for both calls and SMS must be added twice — once with Channel = Call and once with Channel = SMS. One entry only covers one channel.
  • You can have one default per channel: one default call number, one default SMS number, one default email.
  • You can mix providers freely — RingCentral for calls, Twilio for SMS, SendGrid for email.
  • Without a default SMS or email contact you will see “No SMS / email sender available” in the Inbox and cannot message anyone.

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RingCentral needs registering

If the contact’s provider is RingCentral, a Register button appears next to the number.
The Register button next to a RingCentral number in User Contacts
Click it, complete the RingCentral sign-in in the popup, and the number is authorised. Until you do, calls and texts through RingCentral will fail.

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Gmail connection

Connect your own Gmail mailbox so BeRocker can read incoming email for email parsing. Test connection checks it is still working, and Disconnect revokes it.
On Google’s consent screen, leave the permission checkbox enabled. Google does not offer a narrower scope that still lets BeRocker read the mailbox — untick it and the connection completes but nothing is ever read. See Email parsing.

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Login Sessions

Every device signed in as you: country, device, IP address and last activity. Check it if you suspect someone else has your password, and change your password immediately if anything looks wrong. Organization-wide session history for admins lives in Team and security → Security history.

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Checklist

Notifications

Where your alerts go — use different contact details than these.

Team and security

Roles, teams and organization-wide security.