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Settings and Support (Manager Web)

Purpose​

Run settings and support directly from Manager Web workspace with role-appropriate permissions.

Prerequisites​

  • Active MANAGER profile is selected for the target business.
  • Owner has granted permissions for this operational module.
  • Business registration is approved and module access is enabled.

Step-by-step​

  1. Open account settings and update profile data, email, phone, and address fallback details.
  2. Change password and verify account security settings are current.
  3. Adjust notification channels/types and workspace preferences.
  4. Open Help and Support to review FAQs and submit support requests.
  5. Use legal and session actions for privacy/terms review and logout scope management.

Decision points​

  • If email is changed, complete re-verification flow before relying on email channels.
  • If support request is urgent, include reproducible steps and affected role/platform in ticket.
  • If action requires subscription billing changes or company active/deactive status, escalate to the Owner workflow.

Expected result​

Web account and support setup is complete with stable communication and session controls. Manager role can complete this workflow within manager permissions and escalate owner-only actions.

Common mistakes​

  • Submitting support tickets without context and delaying resolution.
  • Logging out all devices unintentionally during active staff operations.
  • Trying to execute owner-only billing or company status actions instead of escalating to Owner.
owner web settings-and-support screenshot

Manager web wrapper for shared settings and support workflow.