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Account Setup & User Management

This section covers everything you need to get your ChannelX account and team ready: personalizing your own profile, choosing how you're notified, configuring account-level settings, and inviting and managing your team.

  1. Personal Profile — your name, avatar, appearance, signature, and password.
  2. Notifications — audio, email, and push notification preferences.
  3. Account Settings — account name, default language, and account-level options (admins only).
  4. Agents & Roles — inviting agents, assigning roles, and managing your support team.