Edit available preferences
- 1
Open Settings
Choose Edit preferences. Only administrators can open workspace settings.
Open this page - 2
Set the organization
Update the company name and choose an active administrator as account owner.
- 3
Set team defaults
Choose default weekly capacity and the weekly timesheet due day and time.
- 4
Set number display
Choose the available currency, currency format, number format, and accent color, then save.
Important
The workspace-wide currency selector currently offers USD only. Individual clients can use additional supported currencies, and invoice/report totals remain separated by currency.
Preferences not currently editable
The workspace retains values for timezone, fiscal year, week start, time rounding, date/time display, timer mode, project-note visibility, and budget-hour style, but these controls are not currently available in the preferences form. Do not assume their stored values can be changed from the UI.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.