Advanced workflows
User settings
Maintain personal AgentixFLO profile and preferences.
User Settings contains account-level information that follows the signed-in user rather than a client or agency.
What this workspace includes
- Personal profile
- Account preferences
- User-specific workspace behavior
- Sign-in identity context
Complete workflow
- 1
Open User Settings
Use the account menu
- 2
Review personal information
Confirm current details
- 3
Update preferences
Save the desired values
- 4
Return to work
Verify the account experience
How records and settings behave
- Personal settings follow the user
- They do not change client business profiles
- Agency and client settings remain separate
Working effectively
- Use Client Settings for business information
- Keep personal contact details current
- Confirm scope before editing
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with User settings?
Use the account menu
When is my work saved?
Personal settings follow the user
How do I confirm the result?
Return to the related list or detail view and review its current status. Agency and client settings remain separate