Sign-in or teammate access
Use the access guide when the issue concerns login, a password reset, SSO, or a teammate who cannot enter the right workspace.
Open guideAccount and security
Manage your profile, browser-saved preferences, workspace context, and the access questions that need attention.
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Find the right setting
Separate personal choices from workspace access
Profile and display choices belong to the person using the browser. Workspace access and company context affect the records they can work with. Start with the guide that matches the setting you are trying to change.
Display or notification choices
Use the preferences guide for theme, language, currency display, analytics, and browser-saved notification categories.
Open guideMore than one company context
Use the workspace guide when you need to understand which company you are viewing before taking an action.
Open guideWhen a setting looks different on another device or browser, check whether it is saved locally before treating it as a workspace-wide change.
Check the device and workspace before escalating
Note the active workspace, browser, device, setting, and whether the same choice appears elsewhere. A browser-saved preference can differ across devices, while an access problem may belong to the account or workspace. That distinction helps the right person investigate faster.
How do I manage login and team access?
Find the right path for sign-in, password recovery, SSO, or access to the intended workspace.
How do I change my preferences and notifications?
Change theme, language, currency display, analytics, and browser-saved notification categories.
How do I manage multiple workspaces?
Understand company workspaces and confirm the active context before viewing records or taking action.
Still need help?
Tell us what you are trying to do, what you can see, and where the workflow stopped. We will route the question to the right person and follow up.