Open My Account settings

To set-up your account settings and configuration, follow these steps:

From the lower section of your Acteol CRM modules menu panel, click your username icon.
📌Note: If the modules menu panel is open, by your username click the open user menu icon instead of directly clicking your username icon.
Click My Account.

Manage the My Account settings

Personal Information

From the personal information settings in My Account, you can manage your profile details, avatar, and password. Here is what you can update:

First name
Last name
Display name
Title
Date of birth
Gender
Mobile number

Once you add your updates, click Save Changes.

Supervision

From the supervision section on My Account section, you can view your supervisors for the campaign and the social campaigns.

Supervised by: Shows you by which user or group of users your account is supervised for sending the campaigns.

Social Supervised by: Shows you by which user or group of users your account is supervised for posting the social campaigns.

📌Note: If no information was displayed for you this could be because you're either a final approver or not authorised to send campaigns. Please check your permissions or contact your account manager for further assistance.

Feedback and Communication

From the Feedback issues escalate to dropdown:
- Type, then select your colleague's username.
- Select all your colleagues at once by selecting the relevant group name.
Click Save preferences.

Settings and Configuration

General Settings

The general settings section in My Account section allows you tomanage your language, time zone, cookies, and away settings. Here is what you can update:

Preferred Language.
Time Zone.
Cookie Preferences.
Manage email access while away.
- Check this box to manage your email access while you're away:
  - Away from: Set from when you're away.
  - Away to: Set the date until which you're away.
  - Forward to: Select the relevant username for your colleague whom you'd like to forward the emails that you usually receive from Acteol to

KPI Settings

The KPI Settings area allows you to customise which key performance indicators (KPIs) are displayed across your dashboards and modules. This ensures that users focus on the most relevant data for their role and objectives.

KPI Display Settings

This section lets you choose which modules will display KPIs and configure them individually. This depends on the modules that you have available for your user.

How to configure

Select the checkbox next to a module to activate KPI display.
Click the Configure button for the chosen module.
Choose the KPIs you want to display for that module.
1. If you want to add the selected KPI to your Home page, click Pin to Home.
2. If you want to add the selected KPI to your Home page, click Pin to module.
Your updates save automatically, once you finish close the popup.

Chart KPI Settings

This section controls which KPIs appear as additional charts in your home page and where they are displayed.

To add the chart KPI settings, follow the steps below:

Review the list of available KPIs (e.g., Date of Birth, Email, First Name, Gender, etc.).
For each KPI:
- Tick Pin to Home to show it on the home dashboard.
- Tick Pin to Module to show it inside the module view.

Social Review KPI Settings

This section is dedicated to KPIs related to social and review platforms.

Available KPIs

Facebook Score
Google Score
TripAdvisor Score
OpenTable Score
DMN Score

How to configure

Select the KPIs you want to track.
Choose where to display them:
- Pin to Home for dashboard visibility.
- Pin to Module for module-specific insights.

Number of days

This section is helps you to choose the default time period of the KPI for each module, or apply a specific period to all modules at once. Here is what you can do:

Set up a default time period: You can choose a default time period that will apply for all modules:
- The default time period is set to 30 days, but you can update it.
- Once you modify the time period, click Apply for all modules.
Set up a specific time period depending on the module: You can choose specific time periods that will apply for specific modules:
1. By the relevant module, select the time period drop down menu.
2. Select the relevant new time period.

Automated Home Dashboard

The automated home dashboard helps you to manage or create your automated dashboard exports and delivery schedules.

To add an automated dashboard, follow these steps:

Click Add New Dashboard.
From the displayed pop-up, add the details of your new dashboard:
- From the Set Dashboard by dropdown, select.
  - Users: Choose this if you want to select specific users.
  - Group: Choose this if you want to select specific group of users.
- Name: The name of your new dashboard.
- Users: From the users dropdown, select which users will be able to see the new dashboard.
- Start date and time: The start date and time of the creation of your dashboard.
- Subject Line.
- Content.
- Recurrence:
  - days.
  - Minutes
  - Hours
  - Days
  - Weeks
  - Months
  - Years
- Interval.
- Exclude weekends.
- Run(s) at.
Click Create dashboard.