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Client Portal (7)
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Pipelines (139)
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User Settings
Add member and activate – Workflow automation, share labels, checklists, forms, and templates
While creating a new member, admin can select and allow the agents to import certain content. Agents can only import the selected workflow automation, labels/checklists/forms/templates,
MFA Integration
Multi- Factor Authentication can be configured by the agent himself/herself. One can enable or disable this feature as required. MFA integration will provide an extra
