Account Settings

Your account settings are where you manage everything personal and organisational about your Sysevo Voice AI account — your name and profile photo, your timezone, who else on your team can log in, how your company appears, and which alerts land in your inbox. This guide walks through every screen a client can configure, the exact fields you'll see, and the step-by-step flows to change them.

Settings live in a few connected screens rather than one giant page. The main hub is Profile & Settings (reached from the gear icon in the sidebar), with companion screens for Team Members, Account preferences, and your personal Profile.

In this guide

• Where to find your settings and how the screens fit together
• Profile & Settings — your photo, name, phone, timezone, and account details
• Notification Centre — choosing in-app, email, and browser alerts per event
• Account preferences — company information, voice agent details, and automatic lead sync
• Team Members — inviting colleagues, assigning roles, editing, suspending, and removing access
• Your personal profile — language, password, and avatar
• Tips, role reference, and common workflows

---

Where your settings live

Wherever you are in the Voice AI hub, your account controls are always one click away.

Tip: The gear icon and your avatar in the Voice AI sidebar both lead to the same Profile & Settings page. If you're on a Voice-only (free) plan, that page also has a Back to Voice Agents link at the top-left so you can jump straight back to your work.

---

Profile & Settings

This is your personal control centre. It is divided into clearly labelled sections, each with its own Save button so you only update what you changed.

Personal Information

The top section holds your identity on the platform.

To update your personal details:

1. Open Profile & Settings (gear icon or avatar in the sidebar).
2. In the Personal Information section, edit any of the fields above.
3. To change your photo, click the round avatar, choose an image (JPEG/PNG/WebP, max 5 MB), and wait for the upload to finish.
4. Click Save changes. A confirmation toast ("Profile updated") appears when it's saved.

Available timezones include UTC, the four US time zones (Eastern, Central, Mountain, Pacific), London, Paris, Berlin, Madrid, Rome, Dubai, Singapore, Tokyo, Hong Kong, Sydney, and Auckland.

Note: Your email address is fixed because it's tied to your login. If you need it changed, contact Sysevo support.

Account Details

Below your personal information is a read-only Account Details panel. You can't edit these — they identify your account for support and billing — but it's handy to know what each one means.

Tip: If you ever contact support about a call or billing question, quoting your Account ID or Voice AI User ID helps them find your account instantly.

---

Notification Centre

The Notification Centre (a section within Profile & Settings) lets you decide how you hear about each type of event. Every event has three independent switches:

Enabling browser notifications

Browser alerts need one-time permission from your web browser. At the top of the Notification Centre you'll see a banner reflecting your current status:

• "Enable browser notifications" with an Enable button — click it and accept the browser prompt. You'll get a confirmation alert and the banner turns green.
• "Browser notifications enabled" (green) — you're all set.
• "Browser notifications blocked" (red) — your browser is blocking them. Open your browser's site settings → permissions → allow notifications for Sysevo, then reload.

Until browser permission is granted, the per-event Browser switches stay disabled.

Events you can be notified about

The exact list depends on your role. For client accounts, the events are:

To set your preferences:

1. Open Profile & Settings and scroll to Notification Centre.
2. (Optional) Click Enable in the banner to allow browser notifications.
3. For each event row, toggle In-App, Email, and/or Browser on or off.
4. Click Save preferences. A "Notification preferences saved" confirmation appears.

Mobile push: If you've installed Sysevo as a mobile/web app, a Mobile Push card may also appear, letting you Enable or Disable push notifications on your device. This is separate from the browser switches above.

---

Account preferences (Settings)

The Settings screen holds account-level preferences for your whole organisation. It's organised into three cards under the Account tab, plus API and Notifications tabs.

Company Information

To update company information:

1. Open Settings and stay on the Account tab.
2. In the Company Information card, edit Primary Contact Name and/or Notes.
3. Click Save Changes. You'll see a "Settings updated successfully" confirmation.

Voice Agent Configuration

This card shows the voice agents assigned to your account. Each assigned agent appears with a green status dot, its display name, and its reference number. If you have an older single-agent setup, you may instead see read-only Agent Display Name and Timezone fields.

This section is informational — it carries the note "Agent configuration is managed by SYSEVO. Contact support for changes." To change how an agent behaves, reach out to support or use the Agents screen in the Voice AI hub.

AI & Sync Settings

To change it:

1. Open Settings → Account tab.
2. In the AI & Sync Settings card, toggle Automatic Lead Sync on or off.
3. Click Save AI Settings.

The Notifications tab on this screen shows the same Notification Centre controls described above.

---

Team Members

The Team Members screen is where account administrators control who can log in to your account and what each person can do. It lists Active Members and any Pending Invitations.

Only users with the Admin role can invite, edit, suspend, or remove team members. Everyone else can view the list but won't see action controls.

Roles at a glance

The roles offered when inviting depend on your portal type. Most accounts offer Viewer, Closer, and Admin.

The team list

Active members are shown in a table with these columns:

Pending invitations appear in their own table above the active members, showing Email, Role, Sent, Expires, and a cancel (✕) button for admins.

Inviting a team member

1. On the Team Members screen, click Invite User (top-right). This opens the Invite Team Member dialog.
2. Fill in the required fields:
   • First Name *
   • Last Name *
   • Email Address *
   • Role * — choose from the dropdown (e.g. Viewer, Closer, Admin).
   • Assigned Vessel * — only appears in excursions portals when you pick a vessel-scoped role.
3. Click Send Invitation. Sysevo emails the person an invite link.
4. The invite appears under Pending Invitations. It expires automatically after 7 days.

When the recipient accepts and signs up, they move from Pending to Active Members automatically.

Managing existing members

Open the ⋯ action menu next to any member (admins only; you can't act on your own row):

To change someone's role:

1. Click ⋯ next to the member → Edit Role.
2. Pick the new role from the dropdown.
3. Click Save Role.

To suspend or remove someone:

1. Click ⋯ → Suspend (or Remove).
2. Confirm in the dialog that appears. Suspend is reversible; Remove is permanent.

To cancel a pending invitation: click the ✕ on the invitation row and confirm. The invite link stops working immediately.

Tip: Prefer Suspend over Remove when someone is only temporarily leaving — it keeps their record so you can switch them back on later without re-inviting.

---

Your personal profile

Some portals include a dedicated Profile page (separate from Profile & Settings) focused purely on your own account. It contains three cards.

Personal Info

Edit your First Name, Last Name, and Timezone, and upload a profile photo (same rules: JPEG/PNG/WebP, up to 5 MB). Your Email is shown but locked. Click Update Profile to save.

Language

Switch the portal language between English and Español using the dropdown (each shown with its flag). The change applies immediately and is saved to your account.

Change Password

To change your password:

1. Open your Profile page and scroll to Change Password.
2. Enter your New Password and Confirm Password.
3. Click Change Password. A "Password changed successfully" confirmation appears.

If the two passwords don't match, or the password is too short, you'll see an error and nothing is saved.

---

Common workflows

"I just hired someone — give them access." Team Members → Invite User → fill in name, email, role → Send Invitation. They get an email link valid for 7 days.

"Someone left the company." Team Members → ⋯ next to them → Remove (permanent) or Suspend (reversible) → confirm.

"My times are showing in the wrong zone." Profile & Settings → Personal Information → change Timezone → Save changes.

"Stop emailing me every new lead, but keep the in-app bell." Profile & Settings → Notification Centre → turn the Email switch off for New Lead in System, leave In-App on → Save preferences.

"I want desktop pop-ups for live agents." Notification Centre → click Enable in the banner and accept the browser prompt → turn on the Browser switch for Agent Live → Save preferences.

"Update who support should contact about our account." Settings → Account tab → Company Information → edit Primary Contact Name → Save Changes.

"Turn off automatic lead creation from calls." Settings → Account tab → AI & Sync Settings → toggle Automatic Lead Sync off → Save AI Settings.

---

Quick reference

Remember: each settings card has its own Save button. Always click it after making changes, and watch for the green confirmation toast so you know it stuck.