Personal Setup

Settings > Personal Setup

Use these options to set up and modify personal settings.

Users in Roles with Manage Personal Setup permission enabled can modify all personal user interface settings. Users in Roles with Manage Personal Setup permission disabled have limited access to customize the personal user interface.

Personal Setup Options

My Information

Edit personal information, such as name, title, username, time zone and contact information

Password Information

Change account password

Security Question

Change the Security Question associated with account login/password

Personalize

Change personal information, such as email signatures, reminder and search settings

Workspace Preference

Select the visible/hidden tabs for each application

Manage Theme

Select the preferred color scheme

Outlook Sync

One-time installation of Outlook Sync provides the ability to synchronize Microsoft Outlook contacts, calendar, and tasks with the platform

Outlook Email Edition

Provides the ability to add sent/received Outlook email messages to the Activity History of any object