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Everything that belongs to you lives on one screen: your name, your email, your password, your phone, and where you want Eva to reach you. It is in Settings, on the Preferences tab, and the screen opens with the heading Mi cuenta (my account). No special permission is needed: this screen is yours whatever your role.
The top half of this screen, the profile and security blocks, is still written in Spanish in the English interface. This page quotes the exact Spanish label and explains it in parentheses.
The Settings tabs with Preferences selected, above the page title Mi cuenta.

The tab is called Preferences and the screen it opens is titled Mi cuenta.

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What you will get

Your sign-in details are up to date and Eva’s alerts arrive where you actually read them.

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Requirements

  • A signed-in Eva session.
  • To change the email or the password, your current password.
  • To receive WhatsApp alerts, the phone where you use WhatsApp.

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Change your name

In the Perfil (profile) section, edit Nombre para mostrar (display name) and select Guardar (save). That name is what the rest of the team sees inside Eva. Your email signature is a separate thing: it is written per mailbox, with Set up signature, from an open email in the Inbox.
Perfil section with the Nombre para mostrar field and the Guardar button beside it.

The Perfil (profile) section, with the name field and its save button.

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Change the email you sign in with

The email does not change instantly. Eva sends a link to the new address and waits for you to confirm it.
1

Open the form

In Seguridad (security), next to Correo electrónico (email), select Cambiar correo (change email).
2

Enter the new email and your password

Fill in the new email field and the field for your current password.
3

Send the request

Select Solicitar cambio (request change). Eva confirms that it sent you a confirmation link.
4

Confirm from the new inbox

Open the message in the new email’s inbox and follow the link.
While the change is pending, Eva shows the destination address and the date the link expires. If you made a mistake, select Cancelar cambio (cancel change).

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Change your password

1

Open the form

In Seguridad (security), next to Contraseña (password), select Cambiar contraseña (change password).
2

Fill in the three fields

Type your current password, the new one, and the new one again to confirm it. The new one needs at least 8 characters.
3

Decide about your other devices

Leave the Cerrar sesión en otros dispositivos (recomendado) checkbox ticked (sign out of other devices, recommended). Wherever you left a session open, the new password will be required.
4

Save

Select Cambiar contraseña (change password).

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Confirm your phone to get WhatsApp alerts

Saving the phone and turning on the alerts are two separate steps. Saving it does not trigger any message.
1

Save the number

In Seguridad (security), next to Número de teléfono (phone number), select Agregar teléfono (add phone), or Cambiar teléfono (change phone) if you already had one. Choose the country and type your number without that country’s code: 10 digits in Mexico, 11 on a Brazilian mobile. Select Guardar teléfono (save phone).
2

Turn on the WhatsApp alert

Scroll down to Notifications and turn on WhatsApp. Eva sends you a 6-digit code over WhatsApp.
3

Enter the code

Type the code and select Verify. Codes expire after 10 minutes.
Once it is confirmed, the label next to your number reads “Confirmado en WhatsApp” (confirmed on WhatsApp). Before that it reads Sin confirmar (not confirmed).
Seguridad section with the email, the phone marked Confirmado en WhatsApp, and the password.

The Seguridad (security) section holds the email, the phone, and the password.

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Choose where Eva reaches you

The Notifications section controls where escalations and alerts arrive. Each line is an independent switch:
  • Push notifications — browser alerts, on the computer or phone where you turn them on. Send test notification tells you whether they really arrive.
  • WhatsApp — alerts to the number you confirmed.
  • Email — alerts to your account email.
  • Morning digest — one WhatsApp at 8:30 with your conversations awaiting a reply. It appears once WhatsApp is on and confirmed.
  • CRM automations — alerts generated by your pipeline rules and buttons.
Switches for push notifications, WhatsApp, Morning digest, Email, and CRM automations.

Every alert is an independent switch inside Notifications.

The same screen holds Language, which changes Eva’s language and is saved to your account, and Appearance, for the color theme.

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Where you see your profile inside the team

If your role is not Owner or Admin, the team tab is called My profile instead of Members. There you see your own information in this workspace. It is not an error or a missing permission: it is the view that matches your role.

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How to know it worked

Each change confirms on screen. For the alerts, the real test is Send test notification under Push notifications, which lists the devices it reached and the ones it did not.

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If something goes wrong

The link goes to the new address, not the old one. Check that inbox and its spam folder. If the link already expired, select Cancelar cambio (cancel change) and request it again.
Check that the label next to your number reads “Confirmado en WhatsApp” (confirmed on WhatsApp). If it reads Sin confirmar (not confirmed), turn WhatsApp off and on again to get a new code.
A number has to be saved under Número de teléfono (phone number) first. Without a number that switch stays disabled.
They are enabled per device, not per account. Open Eva on that computer and turn on browser notifications there. Send test notification shows which devices it reached.

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Next steps

Team roles and permissions

Install Eva on your phone