Your profile and settings

Available on all plansOpen in DealJourney

Profile & settings is your own corner of the app. Everything in it applies to you and nobody else: change something here and your colleagues see no difference.

The Your profile and settings page.
The Your profile and settings page.

Open it from your avatar in the top-right corner. The page has a left rail with three groups.

⟦Account⟧ — who you are and how you sign in: Personal info, Password, Two-factor auth and Linked accounts.

⟦Preferences⟧ — how the app behaves for you: General (language, date and time format, where you land when you sign in), Mobile navigation, Notifications and Dealy.

⟦Teams⟧ — which teams you belong to. You can see them here; an administrator decides who is in them.

Your settings versus the company's settings. This is the distinction people trip over. Anything that would change what a *colleague* sees — custom fields, pipeline stages, who has access to what, the company logo, the company's default country and currency — is not here. That lives in the admin area and needs an administrator: Administration. The rule of thumb is that if changing it would surprise someone else, it is not in your profile.

Each panel is deep-linkable, so a colleague can send you a link that opens straight on the right one.

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