Settings Overview

The Settings page lets you set up your account and personalize your experience. From administering user permissions to creating Custom Fields that customize your entire Record experience.

To access Settings:

1. Click on the Gear icon located in the right corner of the Navigation Bar
2. Use the left navigation to manage the following options:
• Personal Settings 
• Organization Settings 

Note: Organization settings are available to team owners only, and Personal settings are available to all users.