Account Settings

Only an Admin user has access to the Account Settings area within your settings page. The Account Settings section has four tabs to choose from:

  • Overview – This displays the storage used by your account.
  • Settings – This tab allows you to change Sales Goals Period, Sales Goals Value, Financial Year Start, Currency, Data Format and Organisation Flags.
  • Teams – Teams allows you to create a team of users in your account, who can share records and targets in the system.
  • Users – This tab can be used to change, add and remove users in your account.
Updated on February 18, 2021

Related Articles