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:
- Click on the Gear icon located in the right corner of the Navigation Bar
- 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.
Please sign in to leave a comment.