Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup source

Privacy & Data

Understand connected data, sensitive access, retention, export requests, and privacy boundaries.

Settings loaded from local prototype data.

Privacy And Connected Data

Profile visibility

Internal and client-facing outputs where approved. Profile photo, title, phone, email, and bio can feed signatures, presentations, and agent cards.

active

Connected account data

Gmail and calendar metadata. Settings shows connection status and scopes, not private mailbox content.

connected

Data Hub sensitive access

Restricted. Resident, financial, and portfolio-sensitive data requires permission.

restricted

Export requests

Requires compliance review. Export and deletion requests are logged and reviewed before release.

admin required

Retention summary

Module policies apply. SMS, email, call recordings, audit logs, and deal documents retain according to admin policy.

active

Requests