⚙️Account Settings

Accessing the Account Settings Page

For managing your account settings, it's essential to know how to navigate to the account settings area and understand the features available to you. Below is a step-by-step guide and a brief overview of what you can expect to find in the account settings page.

How to Access:

1. Navigate to Settings: Start by locating the Settings option on the left sidebar of your dashboard. This is your gateway to accessing various account settings.

2. View Your Profile: Upon clicking Settings, you'll be directed to a page displaying your account profile. It's important to note that this profile is non-editable directly through this interface. Your displayed information, including your name, email, and other personal details, are set for viewing purposes. Should you find any information that needs revision or updating, reaching out to an administrator is your next step. They have the privilege to edit or update your account details on your behalf.

Agent profile

Password Management:

• Password Tab: An essential feature within your account settings is the Password tab. This functionality is critical for maintaining the security of your account. If you believe your password needs to be changed, whether for routine security practices or you've suspected a compromise, this tab will be your go-to resource.

  • To reset your password, merely select the Password tab, and you will be prompted to enter a new password. Follow the on-screen instructions to ensure your new password meets the security requirements set forth by your platform.

• Contacting an Administrator:

  Remember, any modifications you wish to make to your profile that cannot be directly changed through the account settings page require assistance from an administrator. This could include changes such as:

  • Updating personal information (e.g., name, email)

  • Adjusting your role or permissions within the platform

  • Rectifying any inaccuracies in your account details

  To facilitate these changes, please ensure you have the contact information of your administrator readily available or know how to reach them through your platform's communication channels.

  In summary, the Account Settings page serves as a central point for viewing your account details and managing your password. For modifications beyond what is offered in the settings, partnering with an administrator is advised to ensure your account reflects accurate and up-to-date information.

Password reset page