Settings Overview

The Settings area in MyOps lets you manage personal information, business details, permissions, finances, goals, notifications, and system resources.

Accessing Settings

1. Click your headshot icon in the top-right corner of MyOps.

2. Your name and role will be displayed:

   • Owner

   • Super Admin

   • Admin

   • Agent

3. Click your name to open the Settings menu.

Settings sections

The Settings menu is divided into the following sections:

• Personal

• Business

• Financial

• Goals

• Notifications

• Resources

• Log Out

Each section provides tools relevant to your role and permissions.

Note: On smaller screens, Settings navigation is shown as a single dropdown menu grouped by section instead of the full sidebar list. The same pages and permissions apply, only the layout changes.