Your profile and tenant details
Update your name, contact details, time zone and password, and your company's account name, phone and call settings, on the Tenant Details page.
Opening Tenant Details from the user menu, editing personal details and time zone, changing the account name and what that does to your web address, verifying the company phone, setting the incoming call webhook, changing your password, and deleting the account.
The Tenant Details page holds two kinds of settings: your own details (name, email, phone, time zone, password) and settings for your company's account in Bigly (account name, company phone and a few call options). Everything on the page is saved together with one button.
Before you start
- Open the page from the user menu: click your initials at the top right, then Tenant Details.
- The left menu on this page also links to Members, Billing and Cards, API Keys, Integrations and Log Out.
The Tenant Details page with the left menu (Tenant Details, Members, Billing and Cards, API Keys, Integrations, Log Out) and the form showing Name, Title, Email, Phone, City, State, Country, Zip Code and Timezone.
Update your personal details
- Edit any of Name, Title, Email, Phone, City, State, Country, Zip Code and Timezone. Pick Country before State, because the state list follows the country.
- Click Save Changes.
Name and a valid Email are required. If either is missing or invalid, the field turns red and nothing is saved.
Change your password
- Enter the new password in Password and again in Confirm Password.
- Click Save Changes.
Leave both fields empty if you don't want to change your password. The same rules apply as on the reset page: see Logging in.
Change your account name
Tenant Name is your company's account name in Bigly. It's also the first part of your web address, shown next to the field.
- Edit Tenant Name.
- Click Save Changes.
When you rename the account, Bigly moves you to the new address straight away. Tell your team, and update any bookmarks or links that use the old address. If the name is already taken, an error appears under the form.
Verify your company phone
Tenant Phone is your company's main phone number. Bigly shows verified next to it once it's confirmed.
- Enter the number in Tenant Phone.
- Click Verify. Bigly sends a verification code to that number.
- Type the code into Verification Code and click Send.
You can request a code at most once a minute and three times an hour.
The Tenant Phone field with a number entered, the Verification Code field next to it and the Send button.
Settings explained
| Setting | What it does |
|---|---|
| Tenant Relevant Calls Threshold | How long a call must last, in seconds, before statistics count it as a relevant call. Choose from 0 to 300 seconds. The default is 120 seconds. |
| Incoming Call Webhook URL | A web address Bigly notifies when someone calls one of your numbers. The notification includes the caller's number and, if they're a known contact, their name, email and location. |
| Incoming Call Webhook Token | Optional. Bigly sends it as a bearer token with each notification, so your system can check the request came from Bigly. |
| Enable incoming call webhook | Turns the incoming call notification on or off. It only runs when a URL is set. |
| Mute/Unmute Success Music | Turns the success sound on or off. |
| Identity Management | Sends inbound callers' details to an identity-lookup service. This is set up by your Bigly account team. Contact support before changing it. |
To send call results to your CRM, use Webhooks instead. The incoming call webhook only fires when an inbound call starts.
Delete your account
- Click Delete Account.
- In Verify user email, type your email address.
- Click Delete.
Deleting is permanent. Make sure you've exported anything you need first.
Troubleshooting
| Problem | What to do |
|---|---|
| Save Changes does nothing | Look for a red field. Name, Email and Tenant Name can't be empty. |
| The verification code never arrives | Wait a minute and click Verify again. After three tries in an hour, wait before trying again. |
| A password error appears under the form | The password is too weak, doesn't match the confirmation, or was used in the past year. |