overview
Settings Overview
The Settings hub provides access to your account and business configuration. The interface adapts based on your agency size.
Solo vs Multi-User Agencies
Solo Agencies (1 user) see a unified Settings menu with:
- Business & Profile (combined)
- Directory Profile
- Subscription & Billing
- Integrations
Multi-User Agencies (2+ users) see separate menus:
- Agency - Business settings, team management
- Profile - Personal account settings
Quick Access
Click the ⚙️ Settings icon in the left sidebar to access:
| Setting | Description |
|---|---|
| Business | Agency name, contact info, branding |
| Profile | Your name, phone, address, job title |
| Security | Password, two-factor authentication |
| Directory | Public notary directory listing |
| Subscription | Plan, billing, payment methods |
Related Articles
- Business Settings - Configure agency details
- Profile Management - Update personal information
- Security Settings - Password and 2FA
Last Updated: 2026-01-30 Version: 1.0.0