The Settings page allows account admins to quickly access and adjust account defaults and preferences. If you are not an admin on your account, you can still view and manage your personal Account Preferences, as well as your team's Forms and Templates, Email Automations, and Loxo Credits from your Settings page.
Access or Update Settings
Click on Settings on the navigation bar
From the Settings dashboard, you can view and manage a wide range of your account preferences, including Forms and Templates, Email Automation Stages, and Loxo Credits.
Admin Settings vs Agency User Settings
Every account has at least one Admin User who can control agency-wide details. Admins can customize the way the account is set up and configured for all team members to use.
Admins can update settings, preferences, and the way information is displayed.
All team members can access the features that Admin Users have set up to organize their team's workflow.
You'll be able to easily identify which of the options on the Settings page can ONLY be modified by admins by looking for the grey "Admin" badge, displayed in the upper right corner, as seen below:
Additionally, only admin have the privileges listed below:
Admins can add, remove, or rename the columns and labels that are displayed for People, Companies, Deals, Jobs and Placements.
Admins can choose agency-wide defaults for font styles and timezone settings under the account's General Settings.
Admins can add new users, remove existing users, update user phone numbers, and adjust other users' admin permissions under the Teammates page.
Admins can export data and delete data from the account such as companies people, placements, etc.
Admins can manage and export reports.
Admins can add or update billing, view receipts, and set the default currency.
Admins can change / remove payment methods.
Admins can set/change the Hiring Manager Portal Settings.
Admins can use Groups to give other team members access to things like inviting contacts or viewing reports.