Settings

How the system behaves, grouped by what it is about: the language and time zone, your company's details, the brand, security, email, the client portal, documents and more.

Where

System › Setup › Settings

Who

Anyone allowed to see this screen; changing a setting needs the right to edit settings.

Pick a topic on the left. The topics stand in three groups: General (among them Your company, Brand, Security, Email, Client portal, PDF documents and Calendar), Finance and Other. The number beside a topic is how many settings it holds. Or search for a setting by its name.

Change what you need. Under each setting one line says what it does. A setting you have not changed reads Using the default.

Press Save changes at the top of the screen.

On General you set, among others, the Time zone, the Language the company reads the product in, the Date format and the Time format. A person who chose their own language keeps it.