This article covers your personal account: editing your profile, controlling which notifications you get, and how sign-in works. For inviting and managing other team members, see Team members, roles, and access. If you're not getting an OTP code or magic link, see Sign-in, payment, and calendar issues in Troubleshooting.
Your profile
Open Account → Profile. The editable fields are:
Name — your full name.
Email — your email address. Changing it triggers a verification step (see below).
Phone — your mobile number, with a country-code selector. Changing it also triggers verification.
Your role (Administrator or Editor) is shown but not editable. To change someone's role, see Team members, roles, and access.
Changing your email
When you save a new email, a modal opens asking for a 6-digit code sent to the new address. Enter the code to confirm you own the email. The change takes effect once verified — until then, your old email remains active.
You can resend the code if it doesn't arrive; there's a short countdown between sends.
Changing your phone
Same flow as email, but with an SMS code sent to the new phone number. The code is 6 digits; verify it in the modal to confirm.
Notifications
Open Account → Notifications. You can choose to receive a notification for three call events on either of two channels:
Event | SMS | |
Messages | On by default | Off by default |
Appointments | On by default | Off by default |
Call Transfers | On by default | Off by default |
Notification preferences are per-user — your toggles don't affect what your teammates receive.
Verification gates
To enable email notifications, your email must be verified. Same for SMS — your phone must be verified before SMS toggles unlock. If you haven't verified yet, the toggles are disabled and a small inline message links you back to the verification flow under Profile.
Signing in
CoreReach uses passwordless sign-in — there's no password to remember. At the login page, switch between two methods:
Phone — enter your phone number, click Get Verification Code, then enter the 6-digit code that arrives by SMS.
Email — enter your email, click Get Login Link, then click the link in the email that arrives. (No code to enter — the link signs you in.)
Both methods use the phone or email associated with your account. If neither works (you've lost access to both), reach out to support — there's no way to update your contact details without first being signed in.
For privacy, the login form behaves the same way whether or not your phone or email is registered (no "account not found" message), so don't take a successful "Code sent" screen as proof an account exists.
When the code or link doesn't arrive
Each send method has a short cooldown (about 10 seconds) before you can resend. If repeated sends still don't deliver, see Sign-in, payment, and calendar issues in Troubleshooting.
Session timeout and signing out
CoreReach keeps you signed in for 7 days of inactivity. Active use refreshes the timer continuously, so day-to-day users rarely see a logout.
About 24 hours before the timer expires, a yellow banner appears at the top of the page with a countdown — "Your session will end in X hours. Refresh to stay logged in." Refreshing or any in-app action resets the 7-day timer.
If you do hit the timeout, you're silently signed out and the next page you visit redirects to the login page.
To sign out manually, use the Sign Out button in the app layout.