Account and Profile

Update Your Profile and Avatar

Your profile identifies the person working in Domix; account settings identify the company workspace. Use your profile to give teammates a recognizable name, add an avatar, and review your user details. If the same user belongs to several accounts, treat the name and avatar as that user’s identity rather than a separate identity created for each workspace. Permissions and membership in teams or inboxes are managed within each account.Review both name fields Open the user menu and select Profile Settings. The basic details include your name and display name. Email editing may also be available, depending on the installation’s settings. Choose a name teammates can recognize, such as “Mona Ahmed,” instead of a generic label like “Support Agent.” If you use a separate working display name, follow your company’s naming approach. Do not assume every external channel presents names and avatars identically. Check a test conversation on the intended channel when customer-facing appearance matters. Editing these fields does not rename the company or an inbox, and it does not edit a customer contact. Confirm you are on the profile page before saving. ادخل صورة هنا: Show basic profile details with the name, display name, avatar control, and profile update button identified, using a fictional agent.Upload the picture, then save the profile Use the avatar control to choose an image from your device. Check the preview to confirm you selected the right file, then use the profile update button to save it. Seeing the preview is not enough to establish that the picture was saved. After the success message, reopen the profile and inspect the saved name and image. To remove an avatar, use its delete action and wait for the result. Deleting the existing picture is separate from selecting a replacement. Choose an image that remains recognizable at a small size. Long text inside an avatar is difficult to read when the image appears beside your name.Changing your email address Email editing is not exposed in every installation. When it is available, check the address carefully before saving and follow the confirmation message. You may need to confirm the address and sign in again, so use an address you can access. If your page does not allow the change, ask the administrator how user details are managed. Putting a new email address in the display-name field does not change your sign-in address.When a change seems missing If the image disappears after reopening the page, check that you saved after selecting it and that the update succeeded. If a different name appears in a particular location, review both the name and display name, then check that specific location again. Updating your identity does not edit the text of previously sent messages or guarantee that old conversation history will be reformatted.

Change Your Password

Use the password-change form when you can access Domix and know your current password. The system checks that password before accepting a replacement; an open browser session does not remove this requirement. The change applies to the signed-in user. It is not a shared workspace password and does not reset a colleague’s credentials. If your user belongs to several workspaces, you are changing that user’s sign-in password.Complete the profile form Open the user menu, go to Profile Settings, and locate the password section. The three fields serve different purposes:FieldWhat to enterCurrent passwordThe password your user currently usesNew passwordThe replacement you want to use after successPassword confirmationAn exact repeat of the new password, not the old one Fill in the fields and select the change-password button. Wait for the success or error message; clicking the button alone does not establish that the update completed. If your browser fills passwords automatically, check that it did not put an old value in the confirmation field. ادخل صورة هنا: Show the password section with its three fields and submit button numbered. Leave all password fields empty.Meet the configured requirements The current system configuration accepts 6–128 characters and requires a Latin uppercase letter, a Latin lowercase letter, a number, and a special character. The minimum is an acceptance requirement; choose a long, unique password rather than aiming for the shortest allowed value. The form can validate length and confirmation before the server checks the remaining requirements. Read any rejection message even when all fields appear complete. Arabic letters alone do not satisfy the Latin uppercase and lowercase requirements.Respond to the specific error The current password is invalid: check keyboard language, letter case, and the value stored in your password manager. Changing only the new-password field will not fix this error. Confirmation does not match: enter the same new value in both fields. Watch for spaces introduced when copying. Password requirements are not met: check length and the required character types before retrying. If you need help, share the error message rather than the password itself.If you do not know the current password Use the password-recovery route available from the sign-in screen instead of repeatedly submitting this form. If your organization signs in through an external identity provider, ask its administrator which recovery route applies. A local password change does not change the external provider’s password. After success, update the value in your password manager. You can verify sign-in with the new password in a separate window before ending the current work session. Do not assume that this action also revokes API tokens or every other session; those access methods are managed separately.

Set Your Interface Language and Font Size

Two agents in the same Domix account can use different interface languages. You do not need to change the company’s default language to work in your preferred language. Personal language and font-size preferences let you adjust your own working view. Find both under User menu → Profile Settings → Interface settings. Selecting a language or font size saves that preference separately from the button used to update your name and avatar.Choose a fixed preference or follow the account The language list includes the installation’s available languages and Use account default. Select a specific language when you want a consistent personal preference. Select the account default when you want the workspace’s configured language to determine your interface.Your selectionExpected resultEnglish as a personal preferenceYour interface uses English even in an Arabic-default accountArabic as a personal preferenceYour interface uses Arabic regardless of colleagues’ choicesUse account defaultThe current account’s language determines the interface For example, Mona works in an Arabic account and an English account. Selecting Arabic explicitly gives her a personal preference. Choosing the account default removes that explicit preference and makes the account language the reference instead. After selecting, wait for the save confirmation and inspect an interface heading or menu. If the language you need is absent, it is not among the languages currently available in the installation. Changing the account’s name will not add it. ادخل صورة هنا: Show the open interface-language list, highlighting the account-default option and Arabic and English where available.Fit the text to your working screen Choose among the available sizes: smaller, small, default, large, and larger. If text feels too small, try one step above default, then open a long conversation. Check both readability and the space left for the conversation list. This changes how your interface is displayed. It does not send customers larger text or change help-center article formatting. If the whole page looks more enlarged than expected, check browser zoom too; its effect can combine with the font size selected in Domix. ادخل صورة هنا: Compare the same sample conversation at the default font size and a larger size to demonstrate readability.Know what the preference does not translate Interface language does not translate customer messages, your signature, or workflow text. Those changes require editing the content itself. Your choice also does not change teammates’ personal interface languages. If an old language or size returns after reopening the page, check that saving succeeded and your connection was available, then try the selection again. If an administrator changes the account language while yours stays the same, first check for an explicit personal preference. That priority is intentional.

Set Up Your Message Signature

A signature adds a short introduction at the end of your replies, such as your name, team, and an approved contact detail. It saves repeated typing and helps customers identify the person responding. Setup has two separate parts: save the signature in your profile, then enable its use in the reply composer.Write a signature suited to conversation Open User menu → Profile Settings → Message Signature. Enter the text in the editor and save using the signature’s own button. A simple example is: Mona Ahmed Customer Support — Example Store Start with a clear, short signature. Add links or extra details when they help the customer. A long block can overwhelm a brief reply, especially in a mobile conversation. If you use formatting or an image, test it on the intended channel before relying on its appearance. ادخل صورة هنا: Show the signature editor containing a sample name and team, with its save button highlighted.Enable it in the reply composer Open a test conversation in Reply mode. Use the signature control in the composer to enable sending with a signature, then inspect the message before sending. If signature use is enabled but no signature text has been saved, the interface may prompt you to set one up. The preference is stored by channel type. Check it when moving from email to another channel. If several inboxes share a channel type, do not assume the selection is isolated to only one of those inboxes. The signature control is not part of private notes and is also absent in some comment contexts. If you cannot find it, confirm that you are composing a public reply in an appropriate conversation before editing the profile again. ادخل صورة هنا: Show a public reply with the signature toggle highlighted and the signature appended to a sample message.Check the received message Send a short reply to a test recipient and inspect it from the recipient’s side. Check the name, line breaks, links, and any image. The composer uses rich formatting where the context supports it and may use plain text elsewhere, so the appearance need not be identical across channels. Avoid manually typing the same signature into a reply while automatic inclusion is enabled. If canned replies already contain an agent’s name or contact block, inspect the result for repeated closing text.Change or disable the signature To update the details, return to the signature section, save the new text, and inspect the next draft before sending. This does not edit messages customers have already received. To stop including it, turn off the signature control for the relevant channel type and check the outgoing text. If a saved signature is missing, work through three questions: did saving succeed, is inclusion enabled for this channel type, and are you composing a reply or a private note? That is more useful than repeatedly retyping the signature.

Manage Availability and Notifications

Availability and notifications answer different questions: are you ready to receive work, and how should you learn about an event? You can be Online while browser notifications are blocked, or receive an alert while your availability is unsuitable for new assignments. Configure and verify each part separately.Start the shift with a clear status Open the user menu and select Online, Busy, or Offline. Check the current account first: availability belongs to your membership in that account. Do not assume changing it here sets your status in another account. Online expresses readiness, but new assignments also depend on routing settings, membership, and permissions. Switching Offline does not resolve your open conversations or establish that someone else has taken them over. Use the team’s handoff process for unfinished work. The menu may also offer Mark offline automatically, allowing the system to treat you as offline when you are not using the application. Review whether it fits your working pattern. Closing a browser window alone is not a coverage plan for customer requests. ادخل صورة هنا: Show Online, Busy, Offline, and the automatic-offline option in the user menu, alongside an identifiable sample account.Choose events and delivery methods Open Profile Settings → Notification Preferences. For each event, select the delivery method you need, such as email or browser push. Events include conversation creation, assignment, mentions, and new messages in assigned or participating conversations. SLA events may appear when that feature is enabled. Start with events related to your responsibilities. An agent handling assigned work needs assignment and new-message alerts; someone monitoring intake may also need conversation-creation alerts. Selecting everything can make relevant notifications harder to notice. Event selections update when you change them. These preferences are account-scoped, so review them in each account where you work instead of assuming one account’s selections cover all others.Browser permission and sound need their own checks For browser notifications, enable the relevant option and accept the browser permission request. Selecting an event does not override a browser or operating-system block on notifications. Audio settings provide a tone, event choices, and conditions such as playing when the application tab is inactive. Configure the available options and test under matching conditions. If you limit sound to an inactive tab, waiting for it while actively viewing the conversation is not the same test. ادخل صورة هنا: Show notification events with email and browser columns, followed by an example audio tone and playback condition.Test one cause at a time Ask a colleague to assign a test conversation to you. To test a new-message event, follow that with a sample customer message. Make sure the selected event matches the action being tested. If the conversation appears but no alert arrives, check the event and delivery selection, then browser permission or email delivery. If only sound is missing, check audio conditions, tone, tab muting, and device volume. If the conversation itself is absent, begin with inbox membership, filters, and assignment. Increasing volume will not fix access to the conversation.

Switch Between Accounts

Domix lets you switch between workspaces linked to the same user. Switching changes the account you are viewing; it does not move conversations, contacts, or channel settings from one account to another. For example, you might be an administrator in “Example Store” and an agent in “Example Services.” The same sign-in can give you access to both, but each account’s data, menus, and permissions follow your membership there.Use the account switcher Find the current account name in the sidebar. In the compact layout, its initial may appear instead of the full name; hover to identify the account. Open the list and select the intended account. It shows accounts linked to your user and may show your role alongside them. Wait for the new account’s dashboard to load, then verify its name before opening a conversation or changing a setting. Switching opens the selected account’s dashboard, so do not expect to remain on the same conversation screen. Save an edited form before switching rather than assuming unsaved changes will travel with you. ادخل صورة هنا: Show the account switcher with two fictional accounts and different roles, highlighting the selected account.Know which context changesItemWhat to check after switchingConversations, channels, and contactsThese belong to the new workspace; similar names do not establish matching recordsRole and available menusYou may be an administrator here and an agent elsewhereAvailability and notification-event preferencesReview them in the account where you are starting workName, avatar, and signatureThese belong to the same user rather than separate copies for each accountInterface languageYour explicit preference applies, or the account language when following the default If your signature names a company and you work across two businesses, inspect it before sending a reply. Switching accounts does not automatically create a separate signature carrying the other company’s name.When the list or an account is missing If you have only one account and account creation is unavailable, the account name may appear without an active switcher. This does not imply that other accessible accounts are hidden behind it. If you expect another account, confirm that you signed in with the user or email invited to it. Ask that account’s administrator to review membership and complete the invitation process where needed. Creating a new account is not a substitute for access to an existing one; it creates another workspace rather than revealing the team’s existing data.Check context before taking action Before replying, review the account, inbox, and customer in the conversation. Before editing settings, verify the intended account, especially when businesses have similar names or several tabs are open. If an administrative menu disappears after switching, check your role in the new account before treating it as a malfunction. If a conversation is missing, review the account, filters, and inbox access. Switching neither grants extra permissions nor exposes the previous workspace’s records inside the current one.