About this tab
Settings shows your own profile and what your role can and cannot do. It also holds the call recording status, the consent timeframe for automatic dialing, the colour theme, and your calling preferences. The sections appear in this order: Agent profile, Account security, Access & permissions, Call recording, Consent timeframe, Appearance, and Calling preferences.
Who can access it
All roles: Agent, Admin, Super Admin, Account Owner. Some sections are limited:
| Section | Who sees it | Who can change it |
|---|---|---|
| Agent profile | Everyone | Your administrator, in License Usage |
| Account security | DialPro only | Set by DialPro |
| Access & permissions | Everyone | Nobody (read only) |
| Call recording | Everyone | Set by DialPro |
| Consent timeframe | Admin, Super Admin, Account Owner | Super Admin, Account Owner |
| Appearance | Everyone | Everyone, for their own browser |
| Calling preferences | Everyone | Everyone, for their own browser |
Step by step
Agent profile
Shows your Display name, Email address, Role, and Extension. You cannot edit them here.
- Open Settings.
- Check your details under Agent profile.
- To change your name, role, or extension, ask your administrator to edit your user in License Usage.
Account security
Shown only to DialPro's own administrator. Set by DialPro.
Access & permissions
Lists what your role can and cannot do: a short summary, the Tabs you can open, what you Can do, and what you Cannot do.
- Open Settings.
- Read Access & permissions.
Call recording
Shows whether calls are recorded (Recording on or Recording off) and the opening line Agents say first. Set by DialPro.
Consent timeframe
Skips records with no consent or contact in the last number of days you choose, for automatic dialing. It applies to Predictive dialing only: an Agent can still call an older record by hand from the dialer. A skipped record is not deleted or marked DNC; it can be dialed again once it is refreshed or the setting changes. The default is On / 90 days.
Who can see it: Admin, Super Admin, Account Owner. Who can change it: Super Admin, Account Owner. An Admin sees the current setting only.
- Open Settings and go to Consent timeframe.
- Under Consent-timeframe gate, choose On (default) or Off.
- In Max age (days), enter a whole number of days, from 1 to 3650.
- In Reason for the change (required, logged), write why you are changing it.
- Click Save consent-timeframe settings.
- Check the status badge, for example On / 90 days, and the Last changed line. The change applies from the next Predictive dialing cycle.
Appearance
Chooses the colour theme of the app. There are 6 themes:
| Theme | Style |
|---|---|
| Cyan (default) | Dark |
| Neon Purple | Dark |
| Rose | Light |
| Sky | Light |
| Amber | Dark |
| Snow | Light |
Who can change it: everyone, for themselves.
- Open Settings and go to Appearance.
- Click the theme card you want. Each card shows a small preview in that theme's colours.
- The theme applies right away and a check mark shows on the selected card. There is no save button.
The theme is saved on this browser only. Another browser or computer keeps its own theme, and clearing your browser data returns it to Cyan. The login page follows the theme saved on that browser.
Calling preferences
Sets up your audio for calls. Who can change it: everyone, for themselves. The choices are saved on this browser.
- Open Settings and go to Calling preferences.
- Choose your Microphone.
- Set Blocked caller ID to No or Yes.
- Choose your Speaker and move its slider to set the call volume.
- Choose your Ring device and move its slider to set the ringtone volume.
- Turn the switches on or off: Keypad sounds, Tab click sounds, Chat message sounds, Activity notifications, Request call recording, and Beep when auto-answering.
- Click Save changes. The button shows Saved.
Fields explained
- Display name / Email address / Role / Extension: Your profile, managed by your administrator in License Usage.
- Access & permissions: A read-only list of your role's tabs and what it can and cannot do.
- Call recording: Recording status and the opening line Agents say first. Set by DialPro.
- Consent-timeframe gate: On (default) or Off. When on, Predictive dialing skips records older than Max age (days).
- Max age (days): How many days a record's consent or contact date stays valid for Predictive dialing. 1 to 3650.
- Reason for the change (required, logged): Every consent-timeframe change needs a reason and is recorded.
- Appearance: The colour theme: Cyan, Neon Purple, Rose, Sky, Amber, or Snow. Saved on this browser only.
- Microphone: The input device for your voice. System Default uses your computer's default.
- Blocked caller ID: No or Yes.
- Speaker: The device for call audio, with a volume slider.
- Ring device: The device for the ringtone, with a volume slider.
- Keypad sounds: Plays tones when you use the in-call keypad.
- Tab click sounds: Plays a sound when you switch sidebar tabs. Saved as soon as you switch it.
- Chat message sounds: Plays a sound when a new Team Chat message arrives. Saved as soon as you switch it.
- Activity notifications: Shows an in-app alert when your availability changes.
- Request call recording: Saves your preference only. Whether calls are recorded is set by DialPro.
- Beep when auto-answering: Plays a short tone before a call connects automatically.