Customer Account Profile - What is the Account Profiles Tab

Customer Account Profile - What is the Account Profiles Tab

The Account Profile is where all the information about this particular customer is saved, as well as where you can modify that information. 

You Can

  • Change contact information
  • Change Billing Information
  • Change Company Location
  • Change Default Recording Settings
  • Disable access to certain areas of the platform
  • Enable Access to certain areas of the platform
  • Temporarily disable or permanently delete this customer
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