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Personal Data

The "Personal Data" page allows you to view and edit information about your profile, company, and email settings. Here you can manage all personal data of your account and configure mail servers for sending emails in scripts.

Page Overview​

The personal data page is divided into several main blocks:

Main Sections​

  • Profile information - basic user data with edit button
  • Company information - legal entity data (read-only)
  • Email settings - mail server management for sending emails

Displayed Information in Profile​

  • Full name - user's full name (displayed as card title)
  • Phone number - contact phone
  • E-mail - email for login
  • Company name - organization name from TIN
  • Balance - current account balance with currency formatting

Step-by-Step Instructions​

How to View Profile Information​

  1. Go to "Personal Data" section from main menu (/app/personal-data)
  2. Study basic information in profile card:
    • Your full name (displayed as title)
    • Contact phone
    • E-mail address
    • Company name (from TIN)
    • Current balance (with currency formatting)
  3. View company information in separate card
  4. Study mail server settings in table below

How to Edit Personal Data​

  1. Click "Edit" button in profile information block
  2. Go to editing page (/app/personal-data/edit)
  3. Change needed fields:
    • Full name (required field) - user's full name
    • E-mail (required field) - email for login
    • Phone number (required field) - contact phone
  4. If necessary, change password:
    • Enter new password in "New Password" field
    • Confirm new password in "Repeat New Password" field
    • Password fields appear only when first field is filled
  5. Click "Save" button
  6. Confirm changes in appeared dialog with current password

How to Change Password​

  1. Go to data editing
  2. In "New Password" section enter desired password
  3. In "Repeat New Password" field enter password again
  4. Save changes
  5. Confirm password change

Email Settings​

Functionality Overview​

The "Email Settings" section allows you to manage mail servers for sending emails in scripts. Here you can add, edit, and delete mail servers.

How to Add New Mail Server​

  1. In "Email" section click "Add" button
  2. Fill creation form:
    • Server address - SMTP server (e.g., smtp.gmail.com)
    • Server address port - SMTP server port (usually 587, 465 or 25)
    • Connection protection - choose encryption type (SSL, TLS or none)
    • Username - login for server authorization
    • User password - password for authorization
    • From which email letters - sender address
    • From which name to send letters - sender name
  3. Click "Create" button
  4. Wait for confirmation of server creation

How to Edit Mail Server​

  1. In mail servers table click on needed row
  2. In opened window change necessary parameters
  3. Click "Save" button
  4. Wait for confirmation of changes

How to Delete Mail Server​

  1. Select servers in table (can select multiple)
  2. Click delete button in actions panel
  3. Confirm deletion in dialog window
  4. Wait for confirmation of deletion

Displayed Information in Table​

  • Address - server address and port (e.g., smtp.gmail.com:587)
  • Username - login for authorization
  • From which email to send letters - sender address
  • In real time - server status (Online/Offline)

Mail Server Management Features​

  • Can add multiple servers for different purposes
  • Each server configured individually with own parameters
  • Servers used in scripts for sending emails
  • "Online" status means server is available for sending
  • "Offline" status means connection problems with server

Company Information​

Displayed Data​

Company information is displayed in a separate card and includes:

General data:

  • Organization name - full company name
  • Legal form - type of legal entity
  • TIN - taxpayer identification number
  • Legal address - company registration address

For individual entrepreneurs:

  • OGRNIP - main state registration number of individual entrepreneur

For limited liability companies:

  • KPP - reason code for tax registration
  • OGRN - main state registration number
  • OKVED - all-Russian classifier of economic activity types

Important Features​

  • Company data cannot be changed through interface
  • To change data contact manager
  • TIN is used for account identification
  • Data loads automatically when logging into system

Security Settings​

Password Change​

  • Use strong password - minimum 8 characters
  • Include numbers and special characters
  • Don't use simple passwords like "123456"
  • Regularly change password for security

Data Protection​

  • Don't share password with third parties
  • Log out of system when finishing work
  • Use only reliable devices for login

Frequently Asked Questions​

How to Change Company Name?​

Limitations:

  • Company data cannot be changed independently
  • Manager contact required
  • Documents must be provided

Procedure:

  1. Contact your manager
  2. Provide necessary documents
  3. Wait for application processing

What to Do If Forgot Password?​

Password recovery:

  1. On main page click "Forgot password?"
  2. Enter your e-mail address
  3. Check email and follow link
  4. Set new password

Why Is Balance Not Displayed?​

Possible reasons:

  • You have corporate tariff
  • Balance not configured in system
  • Prepaid plan is used

Solution:

  • Contact manager for configuration
  • Go to "Metrics" section for billing management

How to Change Login Email?​

Procedure:

  1. Go to data editing
  2. Change "E-mail" field
  3. Save changes
  4. Confirm new email address

How to Configure Mail Server for Gmail?​

Gmail settings:

  • Server address: smtp.gmail.com
  • Port: 587 (for TLS) or 465 (for SSL)
  • Connection protection: TLS or SSL
  • Username: your Gmail address
  • Password: application password (not main password)
  • From which email: your Gmail address
  • From which name: desired sender name

Important: For Gmail you need to use application password, not main account password.

How to Use Mail Servers in Scripts?​

Capabilities:

  • Configured mail servers are available for sending emails in scripts
  • Can choose any of added servers as sender
  • Each server has own connection and authorization settings
  • Email personalization is supported

Usage procedure:

  1. In script editor go to email sending settings
  2. In "Mail server" field select needed server
  3. Configure email parameters (subject, content, recipients)
  4. Save script and run campaign

Advantages:

  • Separation of sending by campaign types
  • Use corporate servers for official emails
  • Sender personalization for different audiences
  • Centralized management of all servers

Tips for Data Management​

Account Security​

  1. Regularly update password - change every 3-6 months
  2. Use strong passwords - complex character combinations
  3. Don't save password in browser on shared computers
  4. Monitor activity - check account logins

Data Relevance​

  1. Update contacts timely - phone and e-mail
  2. Check full name correctness - for document flow
  3. Monitor balance - don't allow it to zero
  4. Check mail server status - monitor "Online/Offline" status

Work Organization​

  1. Keep current information - update data when changes occur
  2. Configure mail servers in advance - add servers before creating scripts
  3. Document changes - record what and when changed
  4. Regularly check settings - ensure their correctness
  5. Use different servers for different purposes - separate personal and corporate servers
  6. Test mail servers - check their functionality before using in campaigns

Automatic Updates​

Information on the page is updated automatically when logging into the system, so you always see current data.

  • View data → "Personal Data" section (/app/personal-data)
  • Editing → "Edit" button → editing page (/app/personal-data/edit)
  • Password change → in editing form
  • Mail server management → "Email" section
  • Add server → "Add" button in mail servers table
  • Edit server → click on table row
  • Delete servers → select rows + delete button
  • Use in scripts → script editor → email sending settings
  • Balance management → transition to "Metrics" section