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Settings Module

Update personal preferences and manage users based on your role.

Written by Terence Cassidy
Updated over a month ago

Overview

The Settings module provides configuration options for user preferences, account management. Available options vary based on user role.


Account Settings

Profile Information screen

Manage personal information – First Name & Last Name.


Change Password

Change Password screen

Change your account password.


Team Members (COMPANY ADMIN Only)

Team Members screen

Manage users within your organization.


Invite User

Invite Team Member screen

Invited user will receive email with temporary credentials and instructions to complete account setup.


πŸ’‘ Best Practices

  • Review user access regularly to maintain security.

  • Remove inactive users promptly.

  • Limit admin access to users responsible for configuration.


πŸ€” FAQs

Q1: How does a new user get access?

Answer: Invited users receive an email with temporary credentials and setup instructions.

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