The Settings and Configurations module in Circle helps you personalize your account, connect with external tools, and manage your business settings effectively. Below is a comprehensive guide to updating your user profile, managing integrations, configuring business settings, and setting up notification preferences.

1. User Profile

Updating Profile Information

Your profile contains essential details that help personalize your Circle account.

Step-by-Step Guide:

1. Navigate to Settings > Profile from the dashboard.

2. Update the following details as needed:

   • Name: Your full name or preferred display name.
   • Email Address: The email used for login and notifications.
   • Phone Number: Optional, for two-factor authentication or alerts.
   • Profile Picture: Upload a picture to personalize your account.

3. Click Save Changes to update your profile.

Changing Passwords

For security, regularly update your password.

Step-by-Step Guide:

1. Go to Settings > Security.

2. Click Change Password.

3. Enter your current password and the new password.

   • Ensure the password meets security requirements (e.g., minimum 8 characters, mix of letters and numbers).

4. Confirm the new password and click Update Password.

Pro Tip: Use a password manager for secure and effortless password handling.

2. Integrations

Circle integrates with various tools to centralize communication and enhance productivity, including Gmail, Outlook, and more.

Setting Up Integrations Step-by-Step Guide:

1. Navigate to Settings > Integrations.

2. Choose the platform you want to integrate (e.g., Gmail, Outlook).

3. Click Connect and follow the on-screen prompts:

   • For Gmail/Outlook: Log in to your account and grant Circle the necessary permissions.
   • For messaging platforms (e.g., WhatsApp): Provide API keys or scan QR codes as required.

4. Once connected, configure preferences for each integration:

• Select which accounts or channels to sync.
• Enable or disable specific features, like notifications.

Pro Tip: Test the integration by sending a message or syncing data to ensure everything works correctly.

Managing Integrations

• View all connected integrations under the Active Integrations tab.
• Disconnect or reauthorize integrations as needed by clicking the respective action button.

3. Buisness Settings

Business settings allow you to manage your organization’s details, user roles, and permissions.

• Step-by-Step Guide:

  • Navigate to Settings > Business.

  • Update business information such as:

    • Business Name.
    • Address and Contact Details.
    • Logo (upload a file to personalize your branding).

  • Click Save Changes to apply updates.

• Managing Roles and Permissions

• Circle offers role-based access control to ensure users have the appropriate level of access.

• Step-by-Step Guide:

  • Go to Settings > Roles & Permissions.

  • View existing roles (e.g., Admin, User) and their associated permissions.

  • To create a new role:

    • Click Add Role.

    • Name the role (e.g., “Manager” or “Support Specialist”).

    • Assign permissions, such as:

      • Managing tickets.
      • Sending campaigns.
      • Viewing analytics.

  • Save the role and assign it to team members.

• Pro Tip: Regularly review roles to ensure permissions align with organizational needs.

4. Notification Preferences

Set up alerts and notifications to stay informed about important activities within Circle.

Configuring Notification

1. Step-by-Step Guide:

• • Navigate to Settings > Notifications.

• • Select the types of notifications you want to receive:

  • Email Alerts: For critical updates, like new messages or low balances.
  • In-App Notifications: Real-time updates displayed within Circle.
  • SMS Alerts: For urgent matters, such as system outages (if applicable).
• 2. Customizing Notifications
  • For each notification type, choose the events that trigger alerts, such as:
    • New message received.
    • Ticket assigned or updated.
    • Campaign status changes (e.g., scheduled, sent).
  • Set notification frequency (e.g., immediately, daily summary, weekly summary).
  • Save your preferences by clicking Update Settings.

Best Practices for Settings and Configuration

1. Keep Profile Updated: Ensure your contact information is accurate for timely notifications.
2. Review Integrations Regularly: Disconnect unused integrations to improve system performance and security.
3. Optimize Permissions: Assign roles based on job functions to maintain control and minimize risks.
4. Tailor Notifications: Customize alerts to prioritize critical updates and reduce unnecessary distractions.

Troubleshooting and Tips

1. Issue: Unable to Connect an Integration

• Check your login credentials and permissions on the external platform.
• Ensure API access is enabled (e.g., for Gmail or WhatsApp).

2. Issue: Notifications Not Received

• Verify that notifications are enabled in Settings > Notifications.
• Check spam folders for email alerts or ensure SMS numbers are correctly added.

3. Tip: Enable Multi-Factor Authentication (MFA)

• For added security, enable MFA in the Security section of your profile settings.

Summary

The Settings and Configurations module in Circle offers powerful tools to customize your experience, streamline operations, and enhance security. By keeping your profile updated, integrating essential tools, managing roles, and setting tailored notifications, you can ensure a seamless and productive experience. Dive into your settings today and unlock the full potential of Circle!