Follow these steps to update your settings & preferences:
- Click on the Admin icon in the navigation bar on the left.
- From the tabs on the left, select Settings & Preferences.
- Here you can update your Company Info, including the name, address, email, contact, and time zone.
- Next, you have the option to adjust the Application Settings, including Two Factor Authentication, email subject prefix, and your Company logo, which can be used in your email signature.
- You can add or edit Job Stages and Job Types.
- You can edit the Company Signature for your company. Click here to learn more about setting up a company signature.
- Once you've completed your changes, select Update Settings & Preferences at the bottom.