Overview
Settings is the starting point for managing your SalesHive account and notification preferences. Open the card that matches the update you want to make.
How to use this page
Open Settings
Anyone can open Settings from the profile menu. Employees can also open it from Platform > Settings. The page is a small hub with two destinations.
Review the available destinations
The page shows Profile and appearance for account details, and Notifications for delivery preferences. Each card explains what it controls and opens the related page when clicked.
Open Profile and appearance
Choose Profile and appearance to update your name, email, password, and color theme on the General Settings page.
Open Notifications
Choose Notifications to manage individual update types and their available delivery channels. Use Back to Settings there to return to this hub.
What the buttons do
- Profile and appearance
- Opens General Settings for account details, password, and theme controls.
- Notifications
- Opens the notification preferences page.
Common questions
Anyone can open it from the profile menu. Employees can also open it from Platform > Settings.
This page is a hub. Use Profile and appearance for account settings, or Notifications for update delivery choices.
No. The hub links to personal account and notification controls; it does not edit contacts, campaigns, or deal records.
Click Back to Settings at the top of the Notifications page.