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Settings Overview Video (Web)

Tour Terros web Settings and find where to manage company and team preferences, workflows, permissions, custom fields, and other tools.

Written by Hunter Allred

In this video

  • Open Settings and find company and team configuration

  • Locate workflows, roles, and permissions

  • Find custom fields, stats, scorecards, Customer Map, and links

  • Recognize that available settings depend on your access and company features

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