"Meu perfil" (My profile)
The "Meu perfil" (My profile) screen is for checking your access data and for changing the name and photo that the team sees across the whole dashboard.
Address in the dashboard: /app/perfil
How to get there: Through the "Meu perfil" (My profile) item in the menu, in the "CONTA" (ACCOUNT) group. It is not the same as the "Meu perfil" (My profile) dialog in the menu of your photo on the top bar: that one is smaller, handles the photo and the test mobile phone (to test without becoming a lead) and also changes the photo, but does not change the name. This page, in turn, changes the name and photo and shows email and role, but does not have the test mobile phone. The photo is the same in both places.
Photo
The photo, or your initials when there is no photo, with the name beside it.
Buttons and actions
- "Pôr foto" (Add photo)
- Opens the files on the device to choose the image. After you choose, it opens the "Recortar a foto" (Crop the photo) dialog, where you drag, use the zoom or "Centralizar" (Center) and confirm with "Usar esta foto" (Use this photo).
- "Trocar foto" (Change photo)
- Same path, when a photo already exists: it replaces the current one.
- "Remover" (Remove)
- Only appears with a photo. Asks for confirmation in "Remover a foto de perfil?" (Remove the profile photo?) and, when you confirm with "Remover a foto" (Remove the photo), shows the initials again across the whole dashboard.
- "Cancelar" (Cancel)
- Closes the removal confirmation without removing the photo.
- The photo itself is also a button: clicking it is the same as "Pôr foto" (Add photo) or "Trocar foto" (Change photo).
- Fixed rule below the buttons: JPG, PNG or WebP, up to 5 MB; it applies across the whole dashboard (forum, notices, top bar and Copilot).
- Photo saved: notice "Foto atualizada" (Photo updated). Photo removed: notice "Foto removida" (Photo removed).
Data
The name is editable; email and role are only for checking.
Fields and filters
- "Nome" (Name)required
- Your name, up to 120 characters. It is what the team sees; in the Inbox, it is also the name the lead sees when you take over a conversation. When empty, "Escreva o seu nome." (Enter your name.) appears.
- "E-mail" (Email)
- The access email, read only. To change it, talk to the account Owner.
- "Perfil" (Profile)
- Your role in the account ("Dono" (Owner), Admin or "Atendente" (Agent)), read only.
Buttons and actions
- "Salvar" (Save)
- Saves the name and shows "Perfil salvo" (Profile saved). It stays disabled while the name is the same as the saved one.
Where your photo appears
Card beside the form, informational only.
- At the top of the dashboard, for you.
- In the Copilot, on your messages.
- In the Inbox, when you reply, so the team can see who spoke.
- Never to leads: on WhatsApp they see the agent's name.
Screen states
- Loading
- A pulsing gray block ("Carregando o perfil" (Loading the profile)) while the session data arrives.
- If something goes wrong
- Invalid photo: "Use uma foto JPG, PNG ou WebP." (Use a JPG, PNG or WebP photo.), or, above the limit, the notice with the size and the 5 MB limit. Name not saved: the server's sentence or "Não consegui salvar. Tente de novo." (I could not save. Try again.) Photo not saved: "Não consegui salvar a foto. Tente de novo." (I could not save the photo. Try again.)
- Photo removal failed
- Notice "Não consegui remover a foto. Tente de novo." (I could not remove the photo. Try again.) and the photo stays.