Settings
Access your settings from the gear icon in the left sidebar.Account Settings
- Company Info - Your business name and contact details
- Users - Manage team members who can access your account
- Notifications - Control which email and in-app notifications you receive
User Management
Add a Team Member
- Go to Settings > Users
- Click “Invite User”
- Enter their email and select a role
- They’ll receive an invitation email
Roles
- Admin - Full access to all features and settings
- User - Can view clients and reports but limited settings access
Notifications
Configure which events trigger notifications:- New funding approvals
- Credit report completions
- Status changes on your clients
- Invoice and billing updates