Accessing Account Settings

Umbrella Accessing Account Settings

You can manage all administrative aspects of your Umbrella account, including your profile, company details, security, custom platform elements, communication settings, integrations, and billing/payouts.

  1. From the main left-hand navigation menu, click on the "Account" option

  2. Use the secondary left-hand menu within the Account section to navigate between: General Information, Credentials, Documents, Password, Custom Fields, Tags, Whitelabel, Phone System, Email/SMS Templates, Integrations, Payment Information, Payout Information.

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