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How do I access my account settings page?
How do I access my account settings page?

Your account settings page allows you to edit your profile and notification preferences and add and edit custom fields.

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Written by Crystal Lindsey
Updated over a week ago


The account settings page allows you to edit your profile and notification preferences, add and edit custom fields, import/ export data into the system, and more!

To access account settings:

  1. Click Settings in the top-right corner of the screen

  2. Click All Settings

  3. Select General, Personal or Firm Settings

  4. Select Common Settings


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