VeloConnect — Guide

Your profile and account security

Your account page is where you set who you are inside VeloConnect, how you sign in, and what keeps the sign-in secure. It’s separate from company-wide settings — what you change here only affects you.

Profile page
Fig. 1 — Profile page. Two-factor and active sessions sit below the basics.

The basics

Open Settings → My account to edit:

  • Full name — shown next to your messages and on assigned conversations.
  • Profile photo — square image, anything reasonable up to 5 MB. Used in the inbox header, on assignments, and on the team list.
  • Language preference — the VeloConnect UI for your account. Your personal pick overrides the company default; admins can pin a company default for new users in Settings → Company.
  • Timezone — used for timestamps, scheduled campaigns, and Do Not Disturb hours. Set this once and the dates everywhere read correctly.

Email and password

Your email doubles as your sign-in identifier and as the destination for password resets and account notifications. To change it, type the new address and click Send confirmation. We email a confirmation link to the new address; clicking the link finishes the swap. Until you click, the old address keeps working.

Your password changes in-app under Security → Change password. You’ll need to type the current password to confirm. Minimum length is 8 characters — a passphrase of three or four unrelated words is easier to remember and harder to guess than P@ssw0rd1.


Two-factor authentication

Two-factor adds a second check at sign-in. After your password, VeloConnect asks for a one-time code.

Two options under Security → Two-factor authentication:

  • Authenticator app — recommended. Scan the QR code in Google Authenticator, 1Password, Authy, or any other TOTP app. The app generates a fresh 6-digit code every 30 seconds.
  • SMS code — VeloConnect texts a 6-digit code to a phone number you register. Useful as a fallback; less secure than an app.

Once two-factor is on, you’ll be prompted for a code at every sign-in on a new device. Devices you’ve signed in on stay trusted for 30 days unless you sign out manually.

Save the recovery codes we show you at setup. They’re the only way back in if you lose the authenticator.


Active sessions

Security → Active sessions lists every browser currently signed in to your account, with the browser name, IP address, and last-seen timestamp. If a row isn’t yours, click Revoke — that session is signed out within seconds.

Sign out everywhere ends every session including this one. Useful after a stolen laptop or a “did I forget to sign out on the office computer” moment. Next sign-in restarts cleanly.


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