How to update contact information, company info, and workspace settings efficiently.
Key Steps
Click on your profile picture in the right-hand corner.
Select "Settings" from the dropdown menu.
In the workspace settings, update the workspace name, profile settings, password, and company settings.
Switch between the main account and workspace to update respective information.
Add the current time zone for accurate data synchronization in analytics.
View and manage workspaces, including agents, competitors, and delete options (except for the main organization).
Cautionary Notes
Be cautious while deleting workspaces, as deleting the main organization will result in the loss of the account.
Ensure all changes are accurate to prevent data discrepancies.
Tips for Efficiency
Regularly update contact and company information to keep data current.
Share any feedback on missing settings for continuous improvement of the application.
Double-check all changes before saving to avoid errors in data synchronization.