Settings - General

your contact info - Ensure accuracy so your Clients can reach you

• Name
• Email (1 email per account as this is your unique identifier/finger print)
• Password (1 capital letter, 1 number, 1 special character, at least 8 characters long)
• Phone number

your company info - Ensure accuracy so your Prospects can find you

Name	Website address	Terms and conditions
Address	Timezone	Payment terms
Phone number(s)	Logo	"make checks payable to"
Custom footer

users - Add new or edit existing users by providing the following details

• Name
• Email (1 email per account as this is your unique identifier/finger print)
• Password (1 capital letter, 1 number, 1 special character, at least 8 characters long)
• Phone number
• User Profile (choose from dropdown)