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Account Management: Customising Your Account

Certain aspects of your account can be tailored specifically for you and your users. Within the Account Management area of your account you can customise the following:

  • Organisation Levels
    We’ve chosen nine industry-accepted names for the levels of an organisation, from ‘Manual/Support’ up to ‘Executive’. However, you are able to use your own custom names instead if you wish, and these will be used throughout your account: on people profiles, plans, and reports. In order to allow us to make the most of your data, we require that you fill in some name for all nine levels.