Account
This guide explains how to manage personal account settings in the Teliqon CRM system. It describes how to access account details, update user information, upload a profile avatar, and change the account password. The document also outlines the interface elements available in the Personal account section.
General information
The Account section allows you to manage your personal information and security settings, such as changing your password and personalizing your profile by uploading an avatar.
Account settings
To open your personal account, click the profile icon in the user menu at the top right.
Clicking the avatar opens a dropdown menu with available options: go to account details or logout of the system. Click Account details to set up your account:
Personal account interface overview
The Personal account section consists of two blocks of fields:
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User
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Change password
The User section
The following editable fields are located in this block:
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Full name;
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Your email;
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Your phone number.
Additionally, you have the option to select, change, or delete the profile avatar:
Click the Add photo button to open the file selection window for your operating system. Ubuntu example shown below:
After selecting an image for your avatar, click Select (or the corresponding button based on your operating system's interface). The chosen image will be set as your profile icon in Teliqon CRM.
Once you have made changes to your profile, you can either save or cancel them using the following buttons:
After your photo is uploaded to the Teliqon portal, use the control buttons to modify or remove your profile avatar:
The Change password section
This block contains three fields required to change your current password in Teliqon CRM:
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Your password;
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New password;
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Repeat new password.
Enter your current password in the Your password field, and your desired new password in both the New password and Repeat new password fields.
If you haven't set up a password in your Profile yet, you will see the following fields in this section:
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New password: create a password (minimum 6 characters and at least one special character).
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Repeat new password: type the exact same password to confirm.
To finish, click the Change password button to apply your changes or Cancel to keep your current password.
Login
This document describes the login page in Teliqon CRM and explains how users sign in to the system. It also covers password recovery and the password requirements for restoring access to an account.
User menu
User menu documentation. This file was converted from DOCX to MDX with extracted screenshots. Review headings, lists, links, images, and formatting against the source document before publishing.
