To access your profile and settings, click the gear icon in the bottom left corner of the Lev platform. You can update your personal profile, company settings, permissions, and email notifications on this page.

On this page you can change your profile picture, name, contact info, role, bio, and your email signature which you can choose to add automatically to all messages sent from the platform.

On this page, you can change your company logo, company information, financial information, and a company bio. You can also select whether or not you want to automatically add all team members to every deal created.

On this page, you can see all team members on your account and manage permission levels (if you are an admin). You can click “Add User” in the top right of the page to add a new admin, editor, or viewer. To manage existing users, click the three vertical dots on the right side of each team member and “Edit Profile”, “Edit Permissions”, or “Remove”.

Here is a guide to what is included at all permission levels:

On this page, you can manage your notification settings. Each person on your team has the option to control the notifications they receive, whether that’s daily, real-time updates, or periodic updates.