General Settings
- Adding a New User to Your Account
- Main Contact
- Creating Custom Cards and Fields
- Change or Reset Your Login Password
- Customized Activity Types
- Making a User Inactive
- Change your Login Email Address
- Multi-Factor Authentication (MFA)
- Changing the Main Contact
- Edit Agency Profile
- Manage Data Privacy Compliance
- User Permissions
- Managing Your Agency’s Parse Settings
- Edit or Delete a Custom Card/Field
- Managing Notifications
- Converting Your Database From Another Software
- Adjusting Font Size
- Turning On/Off Automatic Tag Parsing
- Profile Image Settings
- Time Zone and Date Settings