User settings

User settings are configured per company—adjust them separately in each database where you work.

You don’t always need to fill them in, but for features like email sending you should.

To edit your settings:

• Open the company (e.g., the home page) and click your initials/avatar in the top-right corner.
• Choose Settings from the dropdown.

Settings are split into three sections:

• User details – general info such as name, email, phone. Fill in the fields and click Save.
• Email settings – configure these if you plan to send emails; follow the guide: Email configuration.
• User interface – tweak UI preferences, e.g., whether Enter moves between fields.