Knowledge BaseSettings & Administration

Account Settings

Your personal settings in Slokoto.

What it does

Account Settings is where each user manages their own account details, security, working preferences, notification choices, connected personal integrations, and usage visibility.

How to access it

  1. Click your avatar in the top-right corner of Backoffice.
  2. Click Account.

You can also jump directly to Notifications from the same avatar menu.

Tabs explained

My Profile

Use this tab to manage your basic account details:

  • Name - Your display name across Slokoto
  • Phone - Your contact phone number
  • Timezone - Used for scheduling and time-based displays
  • Email - Your account email
  • Role - Your assigned workspace role
  • Profile picture - Your avatar shown in Backoffice

Security

Use this tab to protect your account:

  • Change your password
  • Review security-related account settings
  • Prepare for stronger account controls as they are added

Preferences

Use this tab to control how Slokoto works around your schedule:

  • Default landing page - Choose where you land first
  • Working hours - Define when you are normally available
  • Availability preferences - Help Slokoto respect your schedule when it prioritizes work

Notifications

Use this tab to control how much signal you receive:

  • Email notifications - Master switch for email alerts
  • Push notifications - Browser notifications
  • Todo reminders - Reminder alerts for pending work
  • Weekly digest - Summary email preference
  • Lead event toggles - Choose which lead events should notify you

See the dedicated Notification Controls guide for the full breakdown.

Integrations

Use this tab to review and manage integrations tied to your user account.

This is especially relevant for integrations that are connected per rep, such as Gmail.

Usage

Use this tab to understand your current usage:

  • AI usage and balance visibility
  • Personal activity volume
  • Other plan-related usage information shown to your account

Why it matters

Profile Settings makes Slokoto more accurate for the individual rep using it:

  • Correct timezone and working hours improve timing decisions
  • Notification controls reduce noise
  • Personal integrations make your signal stream more complete
  • Basic profile details make team views and ownership clearer

Tips

  • Set your timezone correctly before trusting scheduling times
  • Review working hours so Slokoto reflects your real availability
  • Keep notifications focused on the events you actually need
  • Revisit your integrations after reconnecting or changing accounts

Best practices

  1. Complete My Profile first so your account details are accurate.
  2. Review Preferences before relying on scheduling or availability-sensitive workflows.
  3. Turn on only the Notifications that help you act faster.
  4. Check Usage periodically so there are no surprises.