Every Settings tab in one page
Updated
Settings has twelve tabs. This page says what lives in each one and who can open it.
Who sees which tabs
- The owner sees all twelve.
- A Basic member sees only Profile and Preferences.
- A Custom member always has those two. The owner decides the rest in the Permissions editor, under Settings tabs.
- The Team members tick there is the broad one. That person can invite people and change anyone's permissions except the owner's, and it opens the office tabs that have no tick of their own: Calendar, Sale Config, Leaderboards and Advanced.
- Activities and Emails & Vera stay with the owner.
The twelve tabs
Profile holds your own name, phone, picture, sign-in email and password, with the office's name, address and time zone underneath. Everyone can open it; only the owner can change the office details. See Your profile.
Preferences sets how the app looks and shows data for you: theme, interface style, corners, table density, chart colors, number format and your sidebar. Everyone can open it, and a Basic member sees fewer controls. See Preferences: appearance, themes and density.
Calendar has three sections: Office calendar (office hours, holidays and calendar events), Time off (how much each person has left this year) and Schedules (the people whose week differs from the office's). Owner, or anyone with the Team members tick. See Calendar and time off.
Team Members holds the roster, where Add Team Member adds a person and Unmapped Sales Names matches the names in your sales to the right people. A second section, Permissions, sets each person with a login to Basic or Custom. Owner, or anyone with the Team members tick. See Invite and set up your team and how sales name mapping works.
Payouts has two parts. Payout Defaults holds the office's rules: when the period closes, the rate lock, payment timing and chargebacks. Commission Plans is where you build plans and assign them to people. The owner, and Custom members the owner has opened it for. See Build a commission plan.
Emails & Vera has two sections. Emails holds the scheduled emails of your numbers: what is in each one, when it goes and who gets it. Vera sets which kinds of office data the AI assistant may read, and whether it sends a weekly brief. Owner only. See Ask Vera.
Sale Config holds Sale Form Fields, the list of what your team fills in when they record a sale. The owner can make a field required or optional, press Manage on a list field to edit its choices, and press Add a field to add one. Owner, or anyone with the Team members tick. See Sale Config.
Revenue & spend has two sections. 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 is the grid of what you paid each provider, by quarter or month. The owner, and Custom members the owner has opened it for.
Goals has two sections. Office Goals holds the year's production, premium, quote and gain/loss targets for the whole office, with activity goals below. Individual Goals holds targets for each team member. The owner, and Custom members the owner has opened it for. See Set your yearly goals.
Activities holds the list of activities your team logs. Add your own, set their order, require a note, and assign each one to the people who log it. The built-in Quotes activity cannot be removed. Owner only.
Leaderboards has two switches and a list. Enable leaderboards lists your office on the National & State boards and lets you see other offices. Share our team members also ranks your people by name. Custom leaderboards holds private leagues you create or join. Owner, or anyone with the Team members tick. See Leaderboards: national, state and your leagues.
Advanced starts with Upload History, the files uploaded for Sales and, where your office has them, Leads and Policies, and you can delete an upload there. Under Account, the owner also finds Your offices and Delete data, which is where Download my data is. Owner, or anyone with the Team members tick. See Your data: download and delete.
Frequently Asked Questions
Why do I only see Profile and Preferences?
You are a Basic member, or a Custom member with no extra Settings tabs ticked. Your office's owner decides this.
Where do I set what each person can see?
Open Team Members and pick Permissions on the left. There is no separate Permissions tab.
Why is a tab missing for the owner?
A tab that belongs to a feature your office does not have is hidden for everyone, the owner included. Calendar, Payouts and Leaderboards work this way.
Can I bookmark one tab?
Yes. The address changes as you click tabs, so a bookmark opens the same tab next time.