Change your own settings
1. Where your settings are
Open Settings from the account menu. The page is a list of links under Your settings, Workspace and About. Under Your settings are Time zone, Menu and start screen, Notifications, Sign-in methods, Assistant and AI and Your data and account, then Mail and calendar and Your automatic actions. Each opens its own screen, with links to the others along the top.
2. Time zone
Activity times are shown, and typed, in your time zone. It starts as your browser's. Choose another under Time zone and press Save time zone.
3. Notifications
The bell shows what is new for you and what waits on you. Under Notifications, a table of Tell me when rows has a tick for In the app, for example when a lead, deal or contact is assigned to you, one of your deals is going quiet, an activity of yours is due, or your import has finished. Under Quiet hours, tick Have quiet hours, choose From and Until, and press Save quiet hours. The bell still shows everything. You can also ask the assistant to change a notification or your quiet hours. It comes to you as a suggestion to approve. Each morning at 8 (your time zone) you also get one short email of what needs you today: overdue and today's activities, approvals waiting, deals going stale and new leads. It is not sent when there is nothing. To stop it, use the link at the bottom of the email.
4. Sign-in methods
Your sign-in methods lists how you sign in and when each was linked. Press Remove beside one to remove it; any session that signed in through it ends. You can still sign in with a link mailed to your address. If your workspace has single sign-on, press Link single sign-on to add it. You may be asked to sign in again first.
5. Assistant and AI, and your data
Under Assistant and AI, Keep my chat conversations for review is the choice about chat conversations being kept. Under Your data and account, Download my data gets a file of what is held about you (more), Share which screens and buttons I use turns usage counting on or off, and Delete my account starts deleting your own account.
6. Arrange your menu
Menu and start screen is described in Arrange your menu and first screen.