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Managing administrative settings

Updated over 3 months ago

Administrative Settings

  1. In the Account page (Only account administrators will see the Admin page.), when you click "Admin", you will navigate to the Admin page .

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    This section includes the following:

    • Firm Details: View and update the firm details.

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    • Connected App: Connect and manage connected apps.

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    • Billing: View and update billing information and payment methods.

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    • License: Manage user licences and invite new users.

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