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  3. Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues

Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues

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  • Your User Profile - How to update your address, email address, phone number, etc. (US)
  • Sharing Client Cases - How to share a client record with a colleague (US)
  • Managing Your Subscription (Subscription Managers/Owners Only)
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