Company Setting Overview

The Company Settings section is where you can set up and manage global content and functionality, including global user and qualifier directories and MA/CRM integrations.  Please note, only Company Group Admins have access to the Company Settings.

To view your Company Settings:

  1. Go to your avatar in the top right corner
  2. Select Company Settings

You will be able to view the following tabs:

  • Account Details (linked)
  • Manage Users (linked)
  • Field Setup (linked)
  • MA/CRM Configuration (linked)
  • Data Settings (linked)
  • Targeted Accounts (linked)
  • Activity Log (linked)