The Settings page lets you set up your account and personalize your experience. From administering user permissions to setting up Notification preferences or calendar sync.
If you are a Team Owner role interested in learning more about Organization Settings such as configuration of User Permissions and setting up Custom Fields - please visit the Organization Settings articles here.
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
- Data
- Notifications And Privacy
Note: Organization Settings and Forms and Fields options are available to Team Owners only - Team Managers can access the Users and Permissions page. The above screenshot represents the view of Team Member roles