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Profile Settings
Profiles
Set Up My ProfileSet up your profile, sync email & calendar, connect Zoom, and update availability for a seamless workflow.
Settings: Team ManagementManaging your team members.
Business Settings ExplainedHow to set up your business settings within OS.
How to Reset Your Password Through My Profile & My Staff
General OS OverviewThis is a general overview of our CRM "OS"
HIPAA & GDPR Compliance🔐 OS Compliance Measures: Your Data, Secure & Protected
How To Use The Support Chat Widget
Settings OverviewThe "Settings" tab allows you to manage business and user profiles, integrations, phone numbers, email services, and other custom settings within OS.
Team OverviewThe "Team" tab helps manage internal communications, tasks, projects, SOPs, reports, and analytics to streamline team operations.
Resources OverviewThe "Resources" tab provides access to training materials, the OS Academy community, the Partner Portal for affiliate tracking, and helpful tools like the Roadmap and Playbook.