How to customize your account settings

In this article, you'll learn where your company's settings live, how to change your company name, address, logo and timezone, and how to reach your own Account page. Settings isn't one long form. It's a list of short pages grouped by topic, so knowing which group to look in saves you a hunt.

To open Settings:

1. 1.At the bottom of the left menu, click the gear icon (Settings).
2. 2.The Settings list slides open above the icons, sorted into groups.
3. 3.Click the page you want. Clicking anywhere outside the list closes it again.

Who can open Settings

Settings is only for people whose role has the Account Settings permission. Admins always have it. If you don't see the gear, your role doesn't have it. Some pages need one more permission on top:

• •Team management and Roles & permissions need User Settings.
• •Schedule, Statuses, Job types, Job sources, Tags and Job map need Job Settings.
• •Lead statuses needs Lead Settings.
• •Notifications and Document notifications need Notifications.

A page your role can't open just isn't in the list. To change what a role can do, open Roles & permissions under Users & roles.

What's in each group

• •General: Shortcuts, your job, estimate and invoice Numbers, your Documents and the messages that go with them (Document notifications, Templates, Quick replies), Tips, Notifications, Timezone and Linked businesses.
• •Jobs & leads: how your calendar looks (Schedule, Calendar sync), the choices on a job (Statuses, Job types, Job sources, Tags), your Lead statuses, Estimates and Job map.
• •Money: Bookkeeping, Payments, Financing and Sales tax.
• •Phone & booking: Online booking, Website forms, OMW, Phone numbers and Blocked callers.
• •Data: Import clients.
• •Users & roles: Team management and Roles & permissions.
• •Account: your own login. More on that below.

Your company name and address

The name customers see and your business address are set in the Setup Wizard, on its first step, Your company. There's no separate Settings page for them. Only an admin can open the wizard.

To change your company name or address:

1. 1.At the bottom of the left menu, click the circle with your initials.
2. 2.Click Setup Wizard. If it opens on a later step, click Back until the step reads Your company.
3. 3.Fill in Company name customers see and Business address. The same step has a Timezone list and the Logo picker.
4. 4.Click Next to save. Skip moves on without saving, and Exit closes the wizard.

On a phone-sized screen, open the menu with the three lines at the top left, tap the person icon at the bottom of it, then tap Setup Wizard.

Your logo

Your logo lives on the Account page, in the Logo card at the top. It goes on your estimates, invoices, receipts and the customer portal. Only an admin can change it.

To add or change your logo:

1. 1.Open your Account page (see below).
2. 2.In the Logo card, click Add a logo and pick a PNG, JPG or SVG file. If there's already one, the button reads Replace logo.
3. 3.To take it off, click Remove.

The new picture shows up on your documents straight away. There's nothing else to save.

Setting your timezone

Your timezone decides how job times, automation send windows and "today" are read everywhere in the CRM, on the web and in the app, whatever zone your phone happens to be in.

To change your timezone:

1. 1.Open Settings and click Timezone (under General).
2. 2.Pick your zone from the Timezone list.
3. 3.Click Save. The page says Saved. when it's done.

Under the list, the page shows the current time in the zone that's saved, so you can check it reads right. After you save, that line updates to your new zone.

Your Account page

The Account page is the one page everyone can open, whatever their role. Under the Logo card it shows the login you're using: Name, Email, Company and Role. Your role reads Owner if the company account is yours, or Team member if someone added you.

To open your Account page:

1. 1.At the bottom of the left menu, click the circle with your initials.
2. 2.Click Account.

The same menu shows your name and your business line's number, and has Log out. Admins also see Setup Wizard there. Next to the initials circle, the Review Monster logo takes you back to your Review Monster dashboard (not on the free CRM).

On a phone-sized screen there's no initials circle. Open the menu with the three lines at the top left, tap the person icon at the bottom of it, then tap Account.

If you can open Settings, the Account page is also at the bottom of the Settings list, under Account.

Deleting your login or closing the account

At the bottom of the Account page is Delete account. What it does depends on who you are:

• •If you're the owner, it closes the whole company account. Everyone signed in loses access straight away, your jobs, customers, messages, calls and documents are deleted within the number of days the page shows, and your billing stops.
• •If you're a team member, it only removes your own login and signs you out everywhere. The work you've done stays with the company. Only the owner can close the company account, from their own login.

To delete your login or close the account:

1. 1.On the Account page, click Delete account.
2. 2.In Type DELETE to confirm, type DELETE.
3. 3.Click Close the account (owner) or Delete my login (team member). If you change your mind, click Cancel instead.
4. 4.On the Account deleted screen, click Done to go back to the sign-in page.

Settings on the phone app

In the app, tap the menu button at the top left to open the menu. At the bottom is a row of buttons: the person icon, the gear (Settings) and sign out. The person icon opens a short list with Account and, for admins, Setup Wizard. The gear only shows for admins and people with the Account Settings permission. Above that row is a switch to unlock the app with your phone's face or fingerprint lock. It only appears on phones that have one.

The app's Account page is the same as the web's: the Logo card (Add a logo picks from your photo library, PNG or JPG), your login details, and the same Delete account steps.

Tap the gear to open the Settings list. It's grouped much like the web. The differences:

• •Team and Import clients sit together under People & data.
• •Call tracking is in the list, under Phone & booking. It isn't offered on the free CRM.
• •Roles & permissions, Linked businesses and Website forms are on the web only.
• •The Document designer (web) row opens the document designer in your browser.

The Timezone page in the app offers the eight US zones plus whatever is already saved. Pick one and tap Save. It says Saved when it's done.

Related articles

• •How to reset your own password
• •Resizing your company logo on documents
• •Choosing your shortcuts and features
• •How to add team members
• •Find your way around the CRM