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  • Deactivating or Deleting Your Account

    If you wish to deactivate or delete your account, please consider the following:

    • Deactivation: Temporarily suspends your account, preserving your data for future reactivation.
    • Deletion: Permanently removes your account and all associated data. This action is irreversible. To proceed:
    1. Contact our support team through the Contact Us page.
    2. Specify whether you want to deactivate or delete your account.
    3. Provide any necessary verification information as requested. Our support team will process your request and inform you once the action is complete.
  • Understanding Account Roles and Permissions

    Our platform assigns different roles to users, each with specific permissions:

    • Administrator: Full access to all settings and data.
    • Manager: Can manage teams and view reports but has limited access to account settings.
    • Agent: Handles customer interactions and can view relevant data.
    • Viewer: Read-only access to certain sections. To change a user's role:
    1. Navigate to "User Management" in the admin panel.
    2. Select the user whose role you want to change.
    3. Choose the appropriate role from the dropdown menu.
    4. Click "Save" to apply the changes. Assign roles carefully to maintain proper access control within your organization.
  • Managing Two-Factor Authentication (2FA)

    Enhance your account security by enabling Two-Factor Authentication:

    1. Log in to your account.
    2. Go to "Account Settings."
    3. Navigate to the "Security" tab.
    4. Toggle the Two-Factor Authentication option to "On."
    5. Follow the on-screen instructions to set up 2FA using your preferred authentication method (e.g., authenticator app or SMS). Once enabled, you'll be prompted for a verification code each time you log in, adding an extra layer of security.
  • Updating Your Profile Information

    Keeping your profile information up-to-date ensures effective communication. To update your profile:

    1. Log in to your account.
    2. Click on your profile avatar in the top-right corner.
    3. Select "Profile" from the dropdown menu.
    4. Edit the necessary fields, such as your name, contact information, or profile picture.
    5. Click "Save" to apply the changes. Ensure that your email address and phone number are current to receive important notifications.
  • How to Reset Your Account Password

    If you've forgotten your password or need to reset it for security reasons, follow these steps:

    1. Navigate to the login page.
    2. Click on the "Forgot Password" link.
    3. Enter your registered email address.
    4. Check your email for a password reset link and follow the instructions provided. If you don't receive the email within a few minutes, check your spam folder or contact support for assistance.