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 signs you out everywhere (see below).
Phone — your mobile number (US numbers only, shown with a +1 prefix). Changing it also signs you out everywhere.
Your role (Administrator or Editor) is shown but not editable. To change someone's role, see Team members, roles, and access.
If you're an Editor, the Profile page also has a Delete Account option that removes your own user from the account. (Administrators can't delete themselves here — to step down, transfer the Administrator role first; see the team article above.)
Changing your email or phone
For security, you can change only one of these at a time, and either change signs you out of CoreReach on every device.
Changing your email requires a verified phone already on your account, so you always have a way back in. If your phone isn't verified yet, the email field is locked — verify your phone first from the Notifications page.
Changing your phone requires a verified email, for the same reason.
When you save a new email or phone, CoreReach asks you to confirm, because it will immediately update your sign-in details and then sign you out on every device and return you to the login page. Sign back in using your new detail; the other, unchanged detail still works too. As a safety check, your previous email is also notified that the change was made — so you'd know if someone changed it without your permission.
There's no in-app "enter a code" step for changing your contact details — the change takes effect the moment you save and confirm. (The 6-digit code you may have seen belongs to turning on notifications, not to changing your email or phone — see below.)
Notifications
Open Account → Notifications. You can choose to receive a notification for four 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 |
Voicemails | On by default | Off by default |
Notification preferences are per-user — your toggles don't affect what your teammates receive.
Verification gates
To turn on email notifications your email must be verified; to turn on SMS notifications your phone must be verified. Until then, those toggles are disabled. When a channel isn't verified, the page shows a prompt with a verify link that opens a quick verification step right there on the Notifications page: it sends a 6-digit code to your email or phone, and you enter it to confirm. Once verified, the toggles unlock.
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 warning that your session is about to end and asking you to interact with the page to stay logged in. Any in-app action — including refreshing — resets the 7-day timer.
If you do hit the timeout, you're signed out and the next page you visit returns you to the login screen with a "session timed out" message.
To sign out manually, use the Sign Out button in the app layout.