Account Settings (Inbox)
Account Settings in the Unified Inbox is where you (the signed-in agent) change your password and your availability Status. It is not the same as:
- Account Dashboard → Settings on kazenly.com (billing account profile)
- Unified Inbox → Settings in the sidebar (channels, bot flows, users)
This article covers the Account Settings modal on app.kazenly.com.
How to Open Account Settings
After you sign in to the inbox, open the modal from either place:
- Header (top right) — click your avatar (colored circle with your initial) → Account Settings
- Sidebar (bottom) — click your avatar → Account Settings
The menu also includes Help (opens the product help site in a new tab) and Logout. The header avatar menu is the same pattern on desktop and mobile.
Modal title: Account Settings
What You See at the Top
The modal shows your identity card:
- Your name and role
- Your email
- A status pill: Online, Busy, or Offline
Avatar border colors match status (green / yellow / red).
Password Tab
Default tab when the modal opens: Password.
Fields:
| Field | Purpose |
|---|---|
| Current Password | Verify existing password |
| New Password | Your new password |
| Confirm New Password | Must match New Password |
Requirements line under New Password:
Must include 8+ characters · A–Z · a–z · 0–9 · @$!%*?&#
Validation messages you may see:
- Current password is required
- New password is required
- New password must be at least 8 characters long
- New password must contain at least one uppercase letter, one lowercase letter, one number, and one special character (@$!%?&#)*
- New password and confirm password do not match
- New password must be different from current password
Buttons: Cancel · Change Password (or Changing... while saving).
On success:
- Password Changed Successfully!
- Your password has been updated. This modal will close automatically.
The modal closes after about two seconds.
If you have not set a password yet (invite-only account), use the invite / set-password flow first — the login API returns Set your password using the invite link from your administrator before signing in.
Status Tab
Second tab: Status.
Select Status
Three options (exact labels):
| Status | Help text in UI |
|---|---|
| Online | You will receive new conversations and be visible to users |
| Busy | You are working but not available for new conversations |
| Offline | You are not available and will not receive new conversations |
Status Message
Optional for Online; required for Busy and Offline.
- Label: Status Message (required fields show a red asterisk)
- Word counter:
{n}/6— maximum 6 words - Placeholders:
- Online: Add message (max 6 words)...
- Busy: Why busy? (e.g., In meeting)
- Offline: Why offline? (e.g., On break)
Validation:
- Status message is required for busy and offline status
- Status message should be 5-6 words maximum / Max 6 words allowed
- Warning when approaching limit: N words left
Button: Update (or Updating...). Success: Status updated successfully!
Status changes are saved and update your avatar ring in the header and sidebar. Other agents may see your status change in realtime when they are connected.
Header: Live vs Agent Status
Do not confuse two different indicators in the header:
| Indicator | Meaning |
|---|---|
| Live / Offline (small dot next to role) | Realtime connection to the inbox — not your agent availability (Live vs Offline) |
| Avatar ring color (green / yellow / red) | Your agent Online / Busy / Offline status |
Only Account Settings → Status (or admin actions elsewhere) change agent availability. Live only means the app is connected for realtime updates.
Not in Account Settings
The inbox Account Settings modal does not include:
- Email or display name edits (those are administrator / account-owner tasks on other surfaces)
- Channel Connect ( Unified Inbox → Settings )
- Notifications bell (hidden — not implemented in the live header)
- Forgot-password self-service (ask your administrator; see Sign In to the Inbox)
Administrators manage other agents under Settings → Users (separate from this modal).
kazenly.com Account Settings (Reminder)
On kazenly.com, Settings in the Account Dashboard is for your billing account profile (Your account profile — not inbox channel Settings.). Password and sign-in method there apply to kazenly.com, not automatically to app.kazenly.com agent login.
Agents should use this inbox Account Settings modal for inbox password and Online / Busy / Offline.
Next Steps
- Sign In to the Inbox (article 1.4) — login and handoff
- Header Notifications (Not Shown) (article 1.6) — why the bell is hidden
- Unified Inbox (chapter 2) — layout tour