> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Profile

> Your personal settings: name and password, two-factor authentication, the numbers and addresses you talk to customers from, Gmail, and your active sessions.

**Settings → Profile** is your own account. Everything on this page affects only you, not the rest
of the team.

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/settings/profile.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=30e2425fe1446612d3cc3b973abcfdbd" alt="The Profile settings page with User Info, Two Step authentication, User Contacts and Login Sessions" width="3200" height="2000" data-path="images/settings/profile.png" />
</Frame>

The page has five blocks: **User Info**, **Two Step authentication**, **Gmail connection**,
**User Contacts** and **Login Sessions**.

***

## 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.

***

## 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.

<Tip>
  Strongly recommended for admins and anyone who can see customer payment data. Your company can
  also require it for everyone — see [Team and security](/settings/team-and-security).
</Tip>

***

## 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**.

<Steps>
  <Step title="Click + Add user contact">
    A dialog opens.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Apply">
    Save it.
  </Step>
</Steps>

### The rules that trip people up

<Warning>
  **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.
</Warning>

* 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](/using/inbox) and cannot message anyone.

### RingCentral needs registering

If the contact's provider is RingCentral, a **Register** button appears next to the number.

<Frame>
  <img src="https://mintcdn.com/berocker/tVqDWaUPeacZwvU4/images/steps/rc-register.png?fit=max&auto=format&n=tVqDWaUPeacZwvU4&q=85&s=3803647f518803cd0040d6a108a97cc1" alt="The Register button next to a RingCentral number in User Contacts" width="2564" height="1362" data-path="images/steps/rc-register.png" />
</Frame>

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.

***

## Gmail connection

Connect your own Gmail mailbox so BeRocker can read incoming email for
[email parsing](/settings/email-parsing). **Test connection** checks it is still working, and
**Disconnect** revokes it.

<Warning>
  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](/settings/email-parsing).
</Warning>

***

## 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](/settings/team-and-security).

***

## Checklist

| Task                 | Required?              | Notes                                                  |
| -------------------- | ---------------------- | ------------------------------------------------------ |
| Add a call number    | Yes, to call           | From any connected voice provider                      |
| Add an SMS number    | Yes, to text           | Add the same number again if it is also your call line |
| Add an email         | Yes, to email          | From SendGrid, Mailgun or Gmail                        |
| Tick **Is Default?** | Yes                    | One per channel                                        |
| Register RingCentral | If you use RingCentral | Otherwise calls and texts fail                         |
| Enable 2FA           | Recommended            | Required if your company enforces it                   |

***

## Related

<CardGroup cols={2}>
  <Card title="Notifications" icon="bell" href="/settings/notifications">
    Where *your* alerts go — use different contact details than these.
  </Card>

  <Card title="Team and security" icon="shield-halved" href="/settings/team-and-security">
    Roles, teams and organization-wide security.
  </Card>
</CardGroup>
