Settings

Purpose

This section provides access to account management, workspace configurations, application settings, support resources, and account-related options. It allows users to manage personal preferences, workspace settings, security options, and platform resources from a single location.

Menu Components

1. Current Workspace

Displays the currently active workspace (e.g., Testing Environment). Users can identify the workspace they are working in and switch to another workspace if multiple workspaces are available.

2. My Settings

Provides access to personal account and security settings, including:

• My Account

• Change Password

• Two Factor Authentication

3. Workspace Settings

Allows users to manage workspace-level configurations, permissions, communication settings, integrations, and other administrative options.

4. Apps

Provides access to installed applications, connected services, and available integrations within the CRM.

5. Help Center

Provides access to user guides, documentation, FAQs, and support-related resources.

6. Learning Hub

Provides training materials, tutorials, onboarding content, and learning resources to help users understand and use the platform effectively.

7. Terms and Conditions

Displays the platform's terms of use, service agreements, and legal information.

8. Privacy Policies

Displays information regarding data privacy, security practices, and the handling of user information.

9. Log Out

Allows users to securely sign out of the CRM application.

Note

The Settings menu acts as a centralized location for managing account preferences, workspace settings, applications, security configurations, and support resources.

 

Screen- Setting