Settings
Use this topic for manage business profile and portal behavior.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Settings
Audience
Business owners responsible for portal settings.
Permissions
- Only business owners may update business and portal settings.
Actions
- Update settings
- Use Update settings to support manage business profile and portal behavior.
- Save changes
- Use Save changes to support manage business profile and portal behavior.
Statuses
- Unsaved
- The record is currently unsaved.
- Saved
- The record is currently saved.
Workflow
- Open Settings.
- Review the record and its current status.
- Choose Update settings and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A setting reverts after saving
- Correct any highlighted field and save again