Settings
Personal preferences and account management.
Default landing page
After signing in, take me directly to this dashboard. Saved to this browser.
Saved.
Manage accounts
Admins, employees, and client portal accounts. Create, edit, or remove access.
Admins
Full access — manage everything including settings, accounts, and clients.
| Username | Display name | Last seen | |
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Employees
Can view leads, manage client edit requests, and update their own profile.
| Username | Display name | Last seen | |
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Clients
Client portal accounts — linked to a business record for dashboard access.
| Username | Display name | Linked business | Last seen | |
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