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Account & settings

Your agency

Set your agency's name and region.

Under Settings → Agency, admins can update two things:

  • Agency name — appears in the sidebar and on the invitations you send your team.
  • Region — your agency's area, such as a county (optional).

Both save automatically as you type.

Members and roles

See who can sign in. Invite by email. Choose each person's role.

Sign-in & security

Manage your passkeys, two-factor authentication, and linked Google or Microsoft accounts.