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Getting StartedProfile Setup

Profile Setup

Configure your personal profile settings, including your name, contact details, avatar, and password. Your profile information is used across the platform for display purposes, account recovery, and team collaboration.

Time to complete: ~5 minutes

Overview

Your profile stores personal information that identifies you within the Voxvaani platform. Keeping it updated ensures accurate communication, reliable account recovery, and a professional appearance when collaborating with team members.

Required vs Optional Fields

Not all profile fields carry the same weight. Use this table to prioritize what to set up first.

FieldRequiredImpact
NameYesDisplayed in activity logs, campaign assignments, and team member lists
EmailYesUsed for login, password recovery, and platform notifications; cannot be changed without administrator assistance
PhoneYesUsed for account verification, two-factor contact, and team directory
Profile PictureNoAppears in the header, activity feeds, and collaboration views; improves team recognition
PasswordN/AManaged separately in the password section; affects account security but not profile display

Profile Settings

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[Screenshot: Profile settings page showing name, email, phone fields, and password change]
Highlight: Edit your profile information

Editing Your Profile

  1. Click your avatar in the top-right corner of the header
  2. Select Profile from the dropdown menu
  3. Update your fields:
    • Name — Your display name shown to team members and in campaign logs
    • Email — Your login email (read-only; contact an administrator or support to update)
    • Phone — Your contact number with country code
  4. Click Save to apply changes

Profile Picture / Avatar

To set or change your profile picture:

  1. Navigate to Settings from the sidebar and go to the Profile section
  2. Click on the current avatar placeholder
  3. Upload an image file (JPG or PNG, recommended dimensions: 256 x 256 pixels)
  4. Crop and adjust the image as needed
  5. Click Save to apply your new avatar
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A profile picture helps your team identify you in activity logs, campaign assignments, and collaboration views. Use a clear, professional headshot or a branded organization logo if representing a company role.

Changing Your Password

  1. Go to Settings from the sidebar and go to the Profile section
  2. Scroll to the Password section
  3. Enter your Current Password
  4. Enter your New Password (see best practices below)
  5. Confirm the new password by typing it again
  6. Click Update Password
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Password Best Practices: Your password must be at least 8 characters long and include uppercase letters, lowercase letters, numbers, and symbols. Never reuse passwords from other services. Change your password every 90 days if you have platform-wide access. Use a reputable password manager — do not store credentials in plain text files, sticky notes, or shared documents.

What Profile Information is Visible to Others

Your profile visibility depends on your role and the context in which your information appears.

InformationVisible to AdminsVisible to Other ClientsVisible in Campaign LogsNotes
NameYesYesYesDisplay name shown across the platform
EmailYesNoNoHidden from other clients; visible only to admins and system logs
PhoneYesNoNoContact number is private by default
Profile PictureYesYesYesAppears in activity feeds, assignments, and collaboration views
RoleYesNoNoOnly administrators can see user role assignments

Account Security

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Never share your Voxvaani password with anyone, including team members or support staff. Legitimate Voxvaani support will never ask for your password. If someone requests your credentials, report it to your administrator immediately.

Password Best Practices

PracticeRecommendation
ComplexityUse at least 8 characters with uppercase, lowercase, numbers, and symbols
UniquenessNever reuse passwords from other services or websites
RotationChange your password every 90 days for accounts with platform-wide access
StorageUse a reputable password manager (do not store in plain text files or sticky notes)
SharingNever share your password — each user should have their own account

Session Management

If you suspect unauthorized access to your account:

  1. Change your password immediately from the Profile settings page
  2. Contact your administrator to review recent account activity
  3. Log out of all active sessions (if you use multiple devices, sign out from each one)
  4. Enable any additional security features offered by your organization

Best Practices

  • Keep your email current — your email address is the primary method for account recovery and platform notifications
  • Use an organization email — this makes team collaboration smoother and helps administrators identify you
  • Verify your phone number — an accurate phone number is essential if your administrator needs to reach you
  • Review your profile quarterly — make sure your name, title, and contact details are still accurate
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