Find your system settings
On this page
Find the right settings
Open Settings → System Settings. It has three sections for workspace access.
| Section | Use it to |
|---|---|
| People | Invite team members, change a team member's role or set individual access. |
| Roles | Create roles and configure permissions for people with the same responsibilities. |
| Modules | Enable a module included in your plan, or show and hide active modules. |
Workspace owners and admins can open Roles and Modules. If your account only shows People, ask an owner or admin to make the workspace-level change.
Find other configuration
Open Settings → Business Profile for company details and business hours, Settings → Branding for your logo and colours, and Settings → Sales for targets, lead assignment and commissions. Use Settings → Subscription & Billing to manage your plan.