WiseParts
Organization

Profile

Manage your account settings and preferences.

Your profile contains personal information, system preferences, and security settings. Update your contact details, change your password, and manage authorized apps from one place.

Quick Overview: Update your profile photo, change your password, set language and timezone preferences, and manage authorized apps.

Profile Tab

The Profile tab contains your basic information and account security settings.

Profile Photo

Your profile photo appears in the navigation bar and activity logs.

To update your photo:

  1. Click the camera icon on your avatar
  2. Click to upload an image or drag and drop
  3. Adjust the crop area as needed
  4. Click Confirm to save

Supported formats: PNG, JPEG (max 2MB).

To remove your photo, click the delete button on the current image.

Basic Information

FieldDescription
EmailYour login email (read-only)
NameYour first name
SurnameYour last name
PhoneOffice phone number
MobileMobile phone number
LanguageInterface language
TimezoneYour local timezone

Language options include English, Portuguese, Spanish, and French. The interface updates immediately after saving.

Changing Your Password

To update your password:

  1. Click Change Password? link
  2. Enter your current password
  3. Enter your new password
  4. Confirm the new password
  5. Click Save

Configuration Tab

The Configuration tab contains additional WiseParts settings.

Holidays

Set your personal holiday dates. The system adjusts activity and task scheduling based on these dates.

Account Alias

If your organization uses multiple source system accounts, select which account alias to use as your default.

Brand Restriction

When enabled, restricts your view to products and customers from a specific brand family.

Authorized Apps Tab

View and manage third-party applications that have access to your WiseParts account.

Viewing Authorized Apps

Each authorized app shows:

  • Application name
  • Date authorized
  • Permission scopes
  • Expiration date (if set)

Revoking Access

To remove an app's access:

  1. Find the app in the list
  2. Click Revoke
  3. Confirm the action

The app will no longer be able to access your account. You can re-authorize the app later if needed.

Saving Changes

Changes on any tab are saved together. The Save button activates when you modify any field.

To save:

  1. Make your changes
  2. Click Save

To discard changes:

  1. Click Cancel
  2. All fields reset to their saved values

Tips

Keep Information Current

  • Update your phone number when it changes for proper call tracking
  • Set your timezone correctly for accurate activity scheduling

Security Best Practices

  • Use a strong, unique password
  • Review authorized apps periodically
  • Revoke access for apps you no longer use

Teams

Manage team members and permissions

Inbox

View notifications and system messages