How do I update my own profile, and control what I get notified about?

Your own profile and your notifications are two separate places: Profile is where you manage your name, password, email and account security, and Notifications is a simple feed of things that have happened on your account.

Your profile

1. Go to Settings, then Profile.
2. Your email and role are shown at the top, read only, your organization's administrator changes your role for you.
3. Switch between the Profile, Password, Email and Security tabs to make a change.

On the Profile tab you can update your first and last name and your photo. On the Password tab, changing your password signs every other device you are signed into out immediately, the one you are using stays signed in. On the Email tab, changing your email sends a confirmation link to the new address first, your sign-in email does not actually change until you click it. If your account has two-factor sign-in turned on, you may be asked for the 6-digit code from your authenticator app before a password or email change saves, for example on a browser you chose to trust for 30 days.

If your session ends while you are on this screen, Save tells you "You're signed out. Sign in again, then try once more." and takes you to the sign-in page, which brings you back here afterwards. Anything you typed is not kept, so type it again. If you sign in as a different person, or sign out, in another tab of the same browser, this tab shows a banner: "Your session changed in another tab. Reload." or "You were signed out in another tab. Sign in again." Saving your name in a tab that was opened for someone else is refused with "You're now signed in as someone else in another tab. Reload this page.", so one person's name is never written onto another account.

We email you when your sign-in details change: whenever your password is changed or reset, and when a change to your email address is confirmed. If either happens and it was not you, reset your password and sign out every device from the Security tab right away.

The Security tab

This is where two-factor sign-in, your active sessions, and connected sign-in accounts like Google live. From here you can also see every device currently signed into your account and sign any of them out individually, or all of them at once. Each session shows the browser and device it was opened on, when it was signed in, and when it was last used.

If something you tried needs two-factor first, you land here with a note saying so. Add an authenticator, then press Go back and finish to return to what you were doing.

Regenerating your recovery codes, or removing your last authenticator, un-trusts every browser, so you are asked for a code at your next sign-in.

Removing an authenticator asks you to confirm first. If it is your last one, every unused recovery code and every trusted browser is deleted too, and sign-in stops asking for a code.

Also on this tab is Delete my account, which permanently removes your own sign-in and personal profile only, your organization, its contacts and its conversations with the rest of your team are unaffected. If you are the only administrator of any business you belong to, you will be asked to promote somebody else first, or to delete the whole organization instead from Where does my data live, and how do I get it deleted?

Your notifications

Open Notifications from your sidebar to see a feed of recent events on your account: things like a teammate being invited or removed, a role changing, a plan change, a phone number being set up, or contacts being imported. Opening the page marks that feed as read.

Above that feed is a list of the things that need you: times a teammate mentioned you, conversations and tasks handed to you, and reply-time reminders. Each one links straight to it. Opening one marks it read, and Mark all read clears the lot. It shows your newest 50. Administrators and advisors see this list.

If your browser and device support it, a Push on this device toggle appears at the top of the page. Turning it on lets Peakify notify you here even when the app itself is closed, and you can turn it off again at any time. On an iPhone you need to install Peakify CX to your home screen first before the toggle appears.

Your inbox alert settings

In the Inbox, the bell button above the conversation list controls how new messages alert you: a sound for new messages, a sound when you send, and browser notifications while you are away. These settings belong to you, not to the computer. Change one on your laptop and your phone and any other computer you sign in on follow it. If a browser already holds choices you made earlier and your account has none saved yet, those choices are saved to your account the first time that browser loads the Inbox, so nobody is reset. If your settings cannot be reached for a moment, the Inbox keeps using the last ones that browser knew, and your next change still works.

Two things stay per device on purpose: the browser's own permission to show notifications, and the Push on this device switch, because each device has to agree to those itself.