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  3. Account & Permissions

Account & Permissions

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Billing

  • Billing Center
  • Sales Tax

Security and Account Access

  • Security and Account Access

Team Management

  • Office and Team Add-Ons
  • Private Instance Add On (Retired)
  • Single Sign On (SSO) Configuration
  • Agent Tags
  • Organization - Permission Profiles

User Settings

  • Complete your Lofty Profile, Email Signature
  • CRM Settings
  • How to reset your Lofty Password
  • Log In to your Lofty Account
  • Virtual Business Cards

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