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Personal Account Settings

Your Personal Account Settings are your home base for managing how you show up in Salesmsg, from your profile photo and name to your notifications, voicemail drop, and security preferences.

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Written by Aaron Sundukovskiy
Updated this week

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Your Personal Account Settings are where you manage everything specific to you as a user. Update your profile, customize your notifications, set up your voicemail drop, and keep your account secure, all in one place.

Changes here only affect your account and won't impact other team members.


Navigating to Personal Account Settings

Getting there is quick and easy!

  1. Click your avatar (profile picture or initials) in the bottom-left corner of the app

  2. Select Settings from the menu

  3. Choose Personal Account from the left-hand navigation


View & Update Your Profile

Keep your display name and timezone up to date so teammates know who they're working with and your message timestamps are always accurate.

To update your profile:

  1. Go to Settings β†’ Personal Account

  2. Select the Profile tab

  3. Update your display name and/or timezone

  4. Click Save

What You Can Manage

Here's what's available in your Personal Account Settings:

  • View & Update Your Profile – Update your display name and timezone

  • Notifications – Control how and when you're notified

  • Voicemail Drop – Set up a pre-recorded voicemail message

  • Log Out All Devices – Sign out of Salesmsg on every device at once


Notifications

Get alerted when new conversations come in, contacts are assigned, or teammates mention you. Customize what you're notified about so you stay in the loop without the noise.

To manage your notification preferences:

  1. Go to Settings β†’ Personal Account

  2. Select the Notifications tab

  3. Toggle on or off the notification types that work best for you

  4. Your changes save automatically


Voicemail Drop

Record a voicemail message once and Salesmsg will drop it automatically whenever you reach someone's voicemail. No more repeating yourself on every call.

To set up your Voicemail Drop:

  1. Go to Settings β†’ Personal Account

  2. Select the Voicemail Drop tab

  3. Record or upload your voicemail message

  4. Click Save


Log Out All Devices

If you've logged in on a shared or old device, this signs you out everywhere at once so your account stays secure.

To log out of all devices:

  1. Go to Settings β†’ Personal Account

  2. Select the Security tab

  3. Click Log Out All Devices

  4. Confirm when prompted

Heads up! This will end your active session on all devices, including the one you're currently using. You'll need to log back in.


Frequently Asked Questions

Can I change my email address or phone number?

Yes! Visit Settings β†’ Personal Account and look for the option to update your contact info under the Profile tab. You'll be asked to verify any changes for security purposes.

Can I change my password?

Absolutely. Head to Settings β†’ Personal Account β†’ Security tab to update your password at any time.

Will my profile changes affect my whole team's account?

Nope! Personal Account Settings only apply to your individual user account and won't impact other team members.


Need Help? βœ‹

Contact us on live chat or send an email to us at [email protected].

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