Manage account settings

You can configure key account-wide preferences, including whether users with local accounts can update their own profiles, set how long on-demand invitations are active for and how operator names appear to customers during remote control sessions.

Note: These settings apply to the whole account.

Access account settings

  1. In the 247connect web portal, go to Account > Settings in the side menu.

Settings for account screen displaying global account settings. Options include enabling self-service user profile updates (set to Enabled), setting the operator display name format (set to Custom), and entering a custom operator display name (set to "Supported by 247connect"). Cancel and Save buttons appear at the bottom.

Enable self-service user profile updates

Enable users with local accounts to update their own profile information, including their username.

On-demand invite expiry

Set how long an on-demand invitation stays active before it expires. By default, invitations expire after 2 hours. You can change this time, up to a maximum of 24 hours.

Operator display name format

Choose how operator names are shown to customers during remote control sessions:

  • First name and last name: Example, John Smith.

  • Email: Example j.smith@247connect.com.

  • Custom: Enter a custom name, such as Supported by Your Company Name. This applies to all sessions.

Operator display name

If you select Custom, enter the name you want customers to see.

Click Save.

Settings take effect immediately and apply to all remote control sessions.