The User Settings page lets you set up your account and personalize your experience as a Team Member or Manager. From connecting your 3rd party email provide to use the Bulk Email functionality to setting up Notification preferences or calendar sync, all of this can be done from the Web Settings.
If you are a Team Owner role interested in learning more about Organization Settings such as setting default Color Keys 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
- Forms and Fields
- Pinned Fields
- File Tags
- Data
- Notifications And Privacy
Note: The Organization Settings as well as some options within these headers are available to Team Owners only or need to be turned on via permissions by your Team Owner - Team Managers can access the Users and Permissions page. The above screenshot represents the view of Team Member roles