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Admin Settings

Quick overview of the settings available for administrators

Marnie George avatar
Written by Marnie George
Updated over 4 years ago

As the Administrator of your Lendesk team, you have access to more settings to customize your team.

To access the Settings page, click on the profile icon and select Settings:

Team Settings

Workflow

Documents

  • Customize your Client Agreement template

  • Set up and manage your document types

Referral Sources

  • Set up and manage your referral source categories

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