Profile Settings

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Profile Settings for Agents and Subagents

This page explains how to set up a profile

My Profile


  • Edit Profile to

    • set persona information
    • set language of my territory
    • set standard thema categories
    • set visibility to other users
    • set alias email 
  • Security settings to

    • set password 
  • System Settings to

    • adjust notification interval 
  • My teams to
    • create teams (paid feature)
    • edit team details


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