What can I do in the MyOperator Account & Personal Preferences tabs under the Billing section?

What can I do in the MyOperator Account & Personal Preferences tabs under the Billing section?

⚡Quick answer-

• It’s the central place to update billing & organisation details—e.g., billing address, GSTIN, contact email—and to download up to 12 past invoices.

• Path (web): Billing ▶ Preferences ▶ Personal or Account.

• Only users with the Admin or Billing role can edit data; Agents will see an “Access Denied” banner.

Personal Preferences let you edit your own name, email, and password, while the Account tab (read-only for most users) shows business-level details such as role, extension, and department. Only the Super Admin can change account-level data.

When should I use this guide?

Use it whenever you need to update your profile information, verify your role, or confirm whether you are set to receive calls.

1. Prerequisites 

Requirement

Needed for

Signed-in user

Access Preferences

Super Admin role

Required to edit the Account tab

Desktop browser

Best UI support

2. Personal vs Account tab

Tab

Fields

Editable by

Purpose

Personal

User ID, Name, Email, Password

Any logged-in user

Keep your profile up to date

Account

Business name, Business email, Extension, Role, Dept, Take-Calls

Super Admin only*

Manage company-level settings

*Regular users see these fields in read-only mode.

3. Step-by-step: update your personal details 

  1. Log in to MyOperator Web Panel.

image.png

Alt text: MyOperator panel

  1. Scroll to the bottom of the left sidebar → click Billing → Preferences.

image.png

Alt text: Biling and preferences

  1. In the Personal tab, click Edit next to Name or Email, or Change Password.

image.png

Alt text: Click Save

  1. Enter new value(s) → Save.

4. Account Preferences tab: what details you can see

Path: MyOperator Panel -> Billing -> Account preferences

image.png

Alt text: details in Account tab

5. Success checklist

✓ New name/email displays in the header.

✓ You can sign in with the new password (if changed).

✓ Role/extension info visible in Account tab (read-only unless Super Admin).

6. Edge cases & limits

• Email changes require a verification link (check spam).

• Password rules: minimum 8 characters, 1 upper, 1 number, 1 symbol.

• Some account fields (Dept, Take-Calls) are managed under Manage → Users.

7. Troubleshooting & escalation 

Issue

Likely cause

Fix / Escalate to

Preferences menu missing

Role lacks Billing → Preferences

Ask Super Admin

Fields greyed out

Not Super Admin / managed elsewhere

Check Users page

Email change failed

The verification link was not clicked

Re-send email

Keywords: personal preferences, account preferences, edit profile, change password, MyOperator

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