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Account & settings

Your profile, notifications, company settings and the audit log.

4 articles

  • Your profileWhere to change your name, mobile and designation, change your password, and switch on sign-in codes; and which details only an admin can change.
  • Notification settingsThe bell, the Notifications page, which notices you can switch off under Account › Settings, and the opt-ins for alerts on your WhatsApp.
  • Company settingsWhat a company admin finds under Settings › Company settings: the Company ID, feature access, the company time zone, dropdown options, the audit log, location tracking, plan and billing, and security; and where number series and document branding live instead.
  • Devices and sign-inHow sign-in works with a Company ID and username, what to do when you forget either, how sign-in codes and trusted devices work, and how sessions end.
Other topics
  • Getting started
  • Clients & leads
  • Follow-ups & activities
  • Bookings & payments
  • Projects & inventory
  • Finance & post-sales
  • Channel partners
  • Team & permissions
  • Integrations
  • Automations & WhatsApp
  • Marketing
  • Reports
  • BMexa phone app
  • Billing & subscription
  • FAQ & troubleshooting
  • Privacy & security
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