Account Configuration

This section is where administrators can set up and manage key settings for their Account.



Overview

The Account Configuration section provides control over details such as general account information, user management, and customization of workflows. Here, you can adjust settings to align with your organization's specific needs, ensuring a streamlined process.


Accessing the Account Configuration section

  1. Click the Cogwheel (Settings) icon in the top-right corner of the screen
The Home screen highlighting the Cogwheel (Settings) icon in the top-right
  1. Once you're in the Manage Account screen, you will see a navigation bar on the left side with various sections to click through and configure as needed
The Manage Account screen highlighting the navigation bar to the left

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