Change how Agency Edge looks

Published October 8, 2026 · Updated October 16, 2026

Set how the app looks and shows numbers for you. Your numbers never change.

1 minute · Everyone

1

Open Settings and choose the Preferences tab.

2

Pick Appearance, Display or Behavior & privacy on the left.

3

Click the choice you want. It saves at once, and Saved shows beside it.

In Appearance:

• Theme: Light, Dark or System, which follows your computer.
• Interface Style: Precision or Cloud, the two overall looks.
• Corners: Sharp or Rounded. Card Style: Border or Shadow.
• Table Density: Comfortable, Cozy or Compact lines in every table.
• Chart Theme: the colors of every chart. Point at a theme for a word about it.

In Display:

• Number Format: Standard full numbers or Compact short ones.
• Default Date Range: YTD or Current Month, the period Sales and Leads open on.
• Sidebar: see Customize your sidebar.

Behavior & privacy holds the owner's office-wide switches, such as Agency Owner Visibility, and Default Data tab.

Frequently Asked Questions

Do my choices change what my team sees?

No. They are saved to your own login and follow you to any computer you sign in on. Product Lines and the owner's switches are the exceptions: they change the office for everyone.

Why do I see fewer controls?

A Basic member sees Appearance and part of Display. The owner chooses the rest for a team member under On their Preferences tab in their permissions.