Find a Settings tab

Published October 8, 2026 · Updated October 16, 2026

Find the tab you need, and the guide that shows how to use it.

1 minute · Everyone

1

Click Settings in the menu.

2

Click a tab along the top. Arrows appear at the ends when the tabs do not all fit.

The tabs, in order:

• Profile: your name, picture, sign-in email and password. See Change your name, phone or picture.
• Preferences: theme, density, chart colors and your sidebar. See Change how Agency Edge looks.
• Calendar: office hours, holidays, time off and schedules. See Set office hours, holidays and paydays.
• Team Members: your people, and Permissions for what each one sees. See Invite your team.
• Payouts: Payout Defaults and Commission Plans. See Build a commission plan.
• Emails & Vera: digest emails, and what Vera can see. See Set up a digest email.
• Sale Config: what your team fills in on a sale. See Choose what your team fills in on a sale.
• Revenue & spend: Revenue rates holds the rates your office earns by product line, year by year, and the lapse rate used in revenue projections. Lead & ad spend holds what you paid each vendor.
• Goals: Office Goals and Individual Goals. See Set your yearly goals.
• Activities: the activities your team logs. See Set up activities.
• Leaderboards: what your office shares, and your leagues. See Choose what your office shares on Leaderboards.
• Advanced: upload history, Billing, Your offices and Delete data. See Manage your subscription.

Who sees which tabs

• The owner sees all twelve.
• A Basic member sees Profile and Preferences.
• A Custom member also gets each tab the owner ticks under Settings in their permissions. Each tab has its own tick.
• Activities and Emails & Vera stay with the owner.
• A tab for a feature your office does not have is hidden for everyone.