General Settings

How to use this page

1. 1

   Review your account at a glance

   The overview band at the top shows the email you are signed in as, your account type (client portal account or SalesHive employee account), and your current theme. Use it to confirm you are in the right account before making changes.

2. 2

   Upload or change your photo

   In Profile photo, select Upload photo, or Change photo if one is already set. Choose a JPG, PNG or WebP file up to 5 MB and 25 megapixels. The photo saves automatically; wait for Profile photo updated. SalesHive crops it to a square. Photo changes are unavailable while you are logged in as someone else; return to your own account first.

3. 3

   Review project Slack messages before they send

   In Project Slack messages, check Review Slack messages before my projects send them. It saves as soon as you click it; a toast confirms Projects will ask before sending Slack messages, or that the preference is off. While it is on, your projects show the recipients and the full message in the project chat with an approval code, and send only after you reply Approve with that exact code. This applies across all your projects, including scheduled runs and messages to yourself. If the message changes, it needs a new approval. Regular app notifications, including the Slack channel under Notifications, are unchanged. The checkbox is unavailable while you are logged in as someone else.

4. 4

   Update your profile (client portal only)

   If you sign in through the client portal, edit the name shown with your access and click Save profile. After Profile updated successfully, the new name shows in the page header right away and stays after you reload or sign in again. Your sign-in email is displayed but cannot be changed here. In a self-serve workspace, a Client Admin can change sign-in emails on Users (the hint under the field links there). Otherwise, contact your account manager.

5. 5

   Set the appearance

   In the Appearance card, choose Light, Dark, or System. System follows your operating system setting and shows the light or dark mode it currently uses. If the OS changes while this tab is in the background, SalesHive rechecks the preference when the tab becomes visible or the browser regains focus. You can also click the theme icon at the bottom of the sidebar (in the top bar on a phone) to cycle from Dark to Light to System, then back to Dark. Your preference is saved in this browser only.

6. 6

   Understand secure sign-in (client portal only)

   Client portal sign-in uses a one-time code sent to your email when you sign in from a new browser. No password is required. The Secure sign-in card confirms that email-code protection is enabled.

What the buttons do

Upload photo / Change photo

Opens the photo picker and saves the selected file automatically. Shows Uploading... and stays disabled while saving.

Save profile

Saves your name. Client portal accounts only. The header shows the new name right away, and it stays after a reload.

Light / Dark / System

Sets the app color scheme for this browser. System follows the current operating system preference and rechecks it when the tab or window returns.

Theme icon

In the icon row at the bottom of the sidebar (top bar on a phone). Cycles the saved preference from Dark to Light to System, then back to Dark. Hover to see the current and next choice.

Secure sign-in

Client portal accounts use a one-time email code instead of a password.

Review Slack messages before my projects send them

Checkbox in Project Slack messages. Saves immediately and shows Saving... while it saves. When checked, your projects hold each Slack message until you approve its exact recipients and wording in the project chat.

Common questions