Preferences

Summary: Configure user and organization preferences.

Audience & Prerequisites: Admins.

UI Path: Settings → Preferences

Step-by-step

  1. Navigate to Settings → Preferences.

  2. Confirm the header shows Preferences with subtitle "Configure application preferences and regional settings".

  3. Use the tabs to configure settings:

    • Regional: Language, Timezone, Date Format, Time Format, Currency Display, Unit System, Week Starts On.

    • Appearance: Theme.

    • Notifications: Email Notifications, Push Notifications.

    • Preview: Live preview of formatting and appearance.

  4. For company currency, use the Change button in the Company Currency card to go to Settings → Company.

  5. Click Save Changes.

Results & Where to Verify

  • Your selections persist on reload.

  • Regional formats appear correctly in lists, dates, and currency displays.

  • Notification toggles adjust email/push notifications behavior.

Related tasks & Links

Troubleshooting

  • Save button disabled: ensure a change was made or wait for loading to finish.

  • Preferences not applying: refresh the page; confirm no browser extensions block storage.

Permissions

  • User can edit own preferences; organization-level settings may require admin rights.

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