Preferences: appearance, themes and density
Updated
The Preferences tab sets how Agency Edge looks and how it shows your data, without changing the data itself.
Open Preferences
There is no save button. Each change applies at once, and Saved shows beside the control for a moment.
Appearance
- Theme is Light, Dark or System. System follows your computer's own setting and says which mode it is using.
- Interface Style is Precision or Cloud, the two overall looks of the app. Cloud is the one you start with.
- Corners is Sharp or Rounded, for cards, buttons and inputs. Until you choose, Precision uses Sharp and Cloud uses Rounded.
- Card Style is Border or Shadow. It sets how card surfaces are drawn across the app.
- Table Density is Comfortable, Cozy or Compact. It sets the row spacing in data tables on every page.
- Chart Theme sets the colors of charts and product visuals. There are five: Classic (the original look), Modern (blues, with rounded charts), Slate (dark navy and cool tones), Soft Neon (bright pastels) and Aura (soft periwinkle and mint). The one in use is marked Current.
These choices are independent. Any chart theme works with either interface style, in light or dark.
Display
- Number Format is Standard for full numbers or Compact for abbreviated ones.
- Show Team Member Photos shows or hides profile photos beside names in leaderboards, tables and the Data panel.
- Sidebar has a Customize button that opens the Customize sidebar window. Drag an item to reorder it, within a group or across groups, and click the eye to hide it. Settings is marked Always visible. Reset to default restores the original order and Done closes the window. Hiding an item removes it from your sidebar only; your data is kept.
- Default Date Range is YTD or Current Month. It is the period that Sales, Leads and Policy Activity open on.
- Policy Duration Format is Year + Month or Months only, for the Policy Active Duration column. It appears only when your office has Policy Activity.
- Product Lines lists each line with Enabled and Home card. Turning a line off hides it from the sale form, ROI, leaderboards and reports. Home card shows the line as a card on Home.
Behavior & privacy
- Default Data tab chooses which tab the Data panel opens on: Upload Data, Office or Team.
- Show me on the office calendar is the owner's own switch. It keeps the owner's schedule and hours on the shared calendar, or takes them off. Team members don't have it: the owner decides who is shown, in each person's window.
- Agency Owner Visibility is Fully Visible or Hidden. Hidden removes the owner's row and production from every list and every total.
- Count my policies toward office-wide bonus thresholds decides whether the owner's own policies count toward office-wide bonus goals. While it is off, the page shows how much bonus turning it on would create.
What is personal and what is shared
Everything in Appearance is saved to your login, and so are Number Format, Show Team Member Photos, Sidebar, Default Date Range and Policy Duration Format. They follow you to any computer you sign in on, and nobody else's screen changes.
Default Data tab is saved in the browser you are using.
Product Lines, Agency Owner Visibility and the bonus threshold switch are office settings. They change the office for everyone, and the last two are the owner's to change.
Who sees which controls
A Basic member sees all of Appearance, and in Display only Number Format, Sidebar and Default Date Range. The Behavior & privacy section is not shown.
A Custom member sees the rest unless the owner unticks Show avatars (the photos switch) or Behavior & privacy under Preferences controls in the Permissions editor. Product Lines appears only for people who can open the Sale Config tab.
Frequently Asked Questions
Do my appearance choices change what my team sees?
No. Theme, interface style, corners, card style, table density and chart theme are saved to your own login.
Will my theme follow me to another computer?
Yes. Sign in there and your preferences load with you.
I hid a page in my sidebar. How do I get it back?
In Display, press Customize beside Sidebar and click the eye beside the item again, or press Reset to default.
Why is there no Behavior & privacy section on my screen?
You are a Basic member, or the owner has switched that section off for you. Ask your office's owner if you need it.
Does a chart theme change my numbers?
No. It changes colors and chart styling only.