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Profile Settings in Whippy

Use Profile settings to manage your personal details, profile picture, and two-factor authentication.

Written by Maria Cairns

Why it matters

Profile settings keep your user identity accurate across Whippy and help secure your account before you work with customer conversations, campaigns, and organization settings.

Key Concepts

Profile picture: The image shown with your user profile in Whippy. You can upload, crop, replace, or remove it from the Profile page.

Personal details: Your full name and phone number are editable. Your email address is read-only and can be copied from the field.

Two-factor Authentication: Two-factor authentication adds an extra verification step when signing in. Use the Two-factor Authentication section to manage supported authentication methods.

Step-by-Step: Update your profile

  1. Open Settings > Profile.

  2. Use the profile picture control to upload, resize, replace, or remove your image.

  3. Edit Full name if your display name needs to change.

  4. Review Email. This field is read-only, but you can click Copy email to copy it.

  5. Edit Phone number if Whippy should store a current contact number for you.

  6. Move out of the name or phone field to save valid changes automatically.

  7. Use the Two-factor Authentication section to enable or manage your available 2FA methods.

Tips and Best Practices

  • Use a clear profile picture so teammates can identify you quickly.

  • Keep your phone number current if your organization uses phone-based verification or support workflows.

  • If a field does not save, check the validation message before leaving the page.

  • Treat your email address as account identity. Contact an admin if it needs to change.

Troubleshooting

Issue

Possible Cause

Fix

Name or phone number does not update

The field is empty, unchanged, or the phone number is not valid for the selected country.

Enter a valid value, then move out of the field again.

Email cannot be edited

Email is read-only in Profile settings.

Use Copy email if you need the address, or ask an admin about account identity changes.

2FA setup fails

The verification code, phone number, or authentication app setup may be incomplete.

Retry the setup flow and follow the current prompts in the Two-factor Authentication section.

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