- Desktop
- Mobile
Desktop keeps a persistent Settings sidebar beside the active settings page. You can move between domains without leaving the settings shell.
General workspace settings
Some system-health settings are reserved for service administration and are not normal workspace-owner features.
Sales settings
Sales settings cover CRM defaults, lead and deal statuses, status colors, sales configuration, custom fields, territories and targets where those controls are enabled. Status settings change the labels and colors users see in lists and Kanban. They do not change the lifecycle rule that qualification belongs to the lead and the won or lost outcome belongs to the deal.Agreements settings
Agreements settings include quote and invoice behavior, document statuses, invoicing and templates. Custom templates can require a paid capability. Posting and payment capture remain server controlled entitlements even if a user can create an invoice.Inventory settings
Inventory settings are separated into product, stock, pricing and inventory accounting concerns. Use them to control product behavior and stock rules rather than editing every product to work around a workspace level decision.Accounting settings
Accounting settings include finance organization and the controls needed by Accounting. Currency, tax, chart of accounts and posting assumptions deserve extra care once real financial activity exists.Marketing settings
Marketing can expose defaults and lead source configuration. These settings depend on the paid Marketing capability and the user’s role.Support settings
Support settings can include ticket statuses, SLA, assignment, escalation and ticket automation. These are separate because changing an SLA timer is a different decision from changing who receives a ticket.Reporting settings
Reporting can expose schedules and usage. Some scheduling and reporting administration is Teams gated even when the standard Reports area is available on another paid plan.Teams settings
Teams, Approvals and Access appear for workspaces with collaboration capability and the necessary owner or admin access. Use these pages to manage team membership, approval workflows, product area access and permission decisions.Personal settings
Preferences, status colors, shortcuts and some notification choices belong to the individual. Changing them should not silently rewrite the workspace defaults for everyone else.Troubleshoot missing settings
If a settings page is missing, check plan capability, enabled areas, role access and system administration restrictions before assuming the route is broken.