Chapter 22: Account Settings: Configuring Your Workspace

The Settings section, accessed via the gear icon (⚙️) typically found at the bottom of the main left-hand navigation menu, serves as the central administrative control panel for your agency's entire Close Master sub-account. This is where you (or users with Admin privileges) configure the foundational elements that dictate how the platform operates, reflects your brand, ensures compliant communication, and enables key features used throughout the system. While The Close Agency likely handled the initial setup of many core settings, understanding this area allows you to fine-tune the system to your specific operational needs, customize workflows, manage integrations, and ensure everything runs smoothly and compliantly.

Access Requirement: Access to most subsections within Settings typically requires Admin-level user permissions (See Chapter 21.1). Standard users may only see their My Profile section here.

Sections in this Chapter: