video1.0<iframe src="https://www.loom.com/embed/d66c6bfa1f404412a37a3ebe73afda57" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d66c6bfa1f404412a37a3ebe73afda57-5be016718f803bb2.jpg304.167This Loom explains the difference between my profile and my staff, focusing on how each section is managed in the sub account. It explains that my profile is user specific and controls account details like login credentials, notification preferences, calendar connections, signature, password changes, linked Gmail or Outlook, video conferencing setup, and availability settings. It then covers my staff as where users are added and managed, including roles and granular permissions that control module access, actions, and data visibility, plus call and voicemail settings. The Loom outlines role differences among agency admin, agency user, account admin, and account user, and recommends reserving agency admin for the owner and defaulting new team members and clients to account user.