> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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.

    ![](https://content.api.getguru.com/files/view/53584df5-305a-4b61-9072-53feea0cfddd)
    _Alt text: MyOperator panel_

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

    ![](https://content.api.getguru.com/files/view/893a3029-3f43-4fa2-95a4-12d11ef16f3b)
    _Alt text: Billing and preferences_

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

    ![](https://content.api.getguru.com/files/view/c87b6659-be0b-4050-a370-f64561271c62)
    _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

![](https://content.api.getguru.com/files/view/8ab868ab-1739-4def-b21a-d17e41dee8af)
_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