> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Profile

> Personal account settings - display name, WhatsApp notifications, call forwarding, send shortcut, and the onboarding guide.

Your Profile holds settings that apply only to you, separate from your organization's shared
configuration. Open it from the user menu in the sidebar, then **My Profile**. The page has up
to five sections: Profile, WhatsApp, Call Forwarding, Preferences, and Guide.

## Profile

* **Display Name** - click **Edit Profile**, type your name, and click **Save Changes**. This is
  how you appear across ProPilot (for example on team lists and activity). It is separate from
  the organization-wide **Buyer Identity > Your Name** used to sign outbound messages.
* **Email** and **Role** - shown read-only. Your role (member, admin, or owner) is assigned in
  [Team & Roles](/settings/team-roles).
* **Sign Out** - ends your current session.

## WhatsApp

Connect your personal WhatsApp number to receive notifications:

<Steps>
  <Step title="Enter your number">
    Pick your country code, then type your phone number under **Your WhatsApp Number**.
  </Step>

  <Step title="Activate">
    Click **Activate**. ProPilot saves the number and sends a test message to your WhatsApp.
  </Step>

  <Step title="Reply to the test message">
    Reply to the message in WhatsApp to open the messaging session so notifications can flow.
    You can reply STOP at any time to opt out, or click **Remove** here to disconnect the number.
  </Step>
</Steps>

<Note>
  Receiving notifications and acting on them are different things. Only your organization's
  designated **WhatsApp Operator** can take actions by replying on WhatsApp; everyone else's
  replies get a read-only notice. Admins set the operator in
  [Advanced Settings > Organization](/settings/advanced-settings/organization). See
  [WhatsApp Notifications](/features/whatsapp).
</Note>

## Call Forwarding

Verify your cell number so you can receive call transfers and, optionally, have inbound calls
ring your phone. This section only appears when your organization uses an in-platform phone
number - it is hidden for organizations connected to [Quo](/integrations/quo), where calls are
handled in the Quo app instead.

## Preferences

* **Send Shortcut** - choose how messages, emails, and notes are sent from text fields:
  * **Enter to send** (Shift+Enter inserts a new line), or
  * **⌘/Ctrl+Enter to send** (Enter inserts a new line).

The setting applies everywhere you type in ProPilot and saves immediately. It is stored on
your account, so it follows you across browsers and devices.

## Guide

Click **Show Guide** to re-open the onboarding walkthrough on your next page load - useful when
training a new teammate or revisiting setup steps.

## Common questions

<AccordionGroup>
  <Accordion title="Profile name vs. Buyer Identity name?">
    Your Profile **Display Name** is your personal identity inside the app. **Buyer Identity >
    Your Name** (in Basic Setup) is the organization-wide name used to sign outbound messages.
    Changing one does not change the other.
  </Accordion>

  <Accordion title="Why don't I see Call Forwarding?">
    It appears only when your organization uses an in-platform phone number. Organizations
    connected to Quo handle calls in the Quo app, so the section is hidden.
  </Accordion>

  <Accordion title="I activated WhatsApp but get no notifications.">
    Make sure you replied to the test message - replying opens the messaging session that
    notifications need. If you previously replied STOP, send a new message to opt back in, then
    click **Activate** again.
  </Accordion>

  <Accordion title="Why are my WhatsApp replies ignored?">
    Only the organization's **WhatsApp Operator** can act by replying on WhatsApp. If you are not
    the operator, you receive notifications but replies get a read-only notice. Ask an admin to
    change the operator in [Advanced Settings > Organization](/settings/advanced-settings/organization).
  </Accordion>

  <Accordion title="Is the Send Shortcut shared with my team?">
    No - it is personal. Each teammate picks their own shortcut, and it applies to all text
    fields in their account only.
  </Accordion>
</AccordionGroup>
