Download page Getting Started with Account Settings.
Getting Started with Account Settings
Account Settings are accessed from your User Drop Down Menu.
Where does a System Administrator go to administrate the system? Account Settings, which you can access from your User Drop Down Menu (your avatar).
Clicking on Account Settings takes you to your Admin page, where you can:
- Edit account information such as
- Organization name
- Proposal viewing
- Privacy statement
- Time zone
- Update user password rules
- Enable automatically generated access codes
- Attach downloads to confirmation emails, and select download formats
- Add a custom acknowledge message
- Create or edit the default email template
- Assign or edit roles and permissions
- Create and edit a theme.
- Manage your integrations