Account Settings
By Kate1 author17 articles
- Setup Basic Account Information
- Add a Team Member
- Team Member Roles and Permissions
- View and Edit Team Members
- Enabling Commissions for Team Members
- Merge Team Members
- Disable or Enable a Team Member Account
- Delete a Team Member
- Add an Independent Contractor
- View and Edit Contractors
- Suspend or Restore a Contractor
- Account Tag Management
- View Connected Host Agencies and Manage Access
- Manage Agency Identifiers
- Managing Team Member Identifiers
- Manage Integrations
- Transfer Account Ownership