User Account Setting

Username: Used for logging into Account

Password: Used for logging into Account

Time Zone: Specific Timezone for User

User Type: Account Owner (Full Access), Account Admin (Can't Access Billing) or Agent (Can't Access Billing & System Settings)

Lead View: This setting is for both Leads & Clients - All Leads (Every Lead & Client in the System or Agency) or Own Leads (Leads & Clients Assigned to Agent)

Agent View: This setting is for who a User can see in the 'Agent Dropdown' - All Agents (All Users in Account ) Agents within Same Agency (Agents within Same Agency) or Only Self (Just Themselves - Most of Used)

Lead Permissions: View (View Only), Add/Edit (Can Add or Edit Leads) and Delete (Can Delete Leads in the Account)

Client Permissions: View (View Only), Add/Edit (Can Add or Edit Clients) and Delete (Can Delete Clients in the Account)

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Recent Discussions

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