What it covers
Manage personal theme, timezone, work hours and notification preferences, alongside administrator-controlled regional defaults and workspace navigation.
Customisation and integrations
Personal and workspace preferences
Set the formats, appearance and working defaults that fit the team.
How it works
Make everyday work easier to read
Settings separates a person’s working preferences from the defaults that apply to the workspace. Team members can choose their supported theme, locale, timezone, landing page, working hours and operational notification preferences. Owners and administrators can manage the business’s regional formats, currency and other shared defaults when their configuration access allows it. This keeps dates, money and schedules understandable for the people using them. It also makes it clear whether a choice is personal or affects colleagues, which matters when a business operates across locations.
In practice
Supported settings use defined choices rather than arbitrary interface styling. Navigation preferences can reorder or hide available destinations, but they never grant permissions. Required security, privacy and billing notifications remain protected from being disabled.
When to use it
Useful situations
- Set a personal timezone so schedules display in the expected local time.
- Choose a supported appearance and landing page for everyday work.
- Agree on workspace currency, date formats and calendar defaults with the administrator.
A working path
How the work moves
Choose personal or shared settings
Open the relevant Settings section and check the scope of the controls. Use personal preferences for your own working experience and workspace defaults only when the team needs a shared convention that you have authority to change.
Review the working details
Select supported locale, timezone, formats, theme or working days. Check that calendar start and end times make sense for the team’s normal day. A valid landing destination must also be available through your plan and permissions.
Confirm the effective result
Save the settings and review a date, currency value or calendar item in the operational workspace. Remember that existing booking pages and forms can keep their own explicit saved settings even when new-record defaults change.
Illustrative scenario
A regional team
An administrator keeps the business currency in AUD while a teammate chooses their local timezone and a comfortable theme. Both use the same customer records, with dates and schedules presented through the effective working preferences.
Before you start
What to check
- Workspace and navigation changes require owner or administrator authority plus Configuration edit access; personal choices apply only to the current account’s preference scope.
- Changing appearance or hiding a navigation item does not change server permissions, billing entitlements or the underlying business record.
Which currencies can a workspace use?
The current settings support AUD, NZD, USD, GBP and EUR. Review the business’s existing records before changing shared currency defaults.
Can I disable every notification?
No. Optional operational preferences can be changed, but critical security, privacy and billing notifications remain mandatory.
Get started
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