The General Settings tool allows admins to configure account-level settings such as the account name, language, currency, and system preferences related to user profiles. This article explains how to manage each available option within the general settings and system preferences tabs.
general settings tab
The GENERAL SETTINGS tab contains the primary configuration fields that define how the account is identified and localized across the platform.
how to create or update the account name
To update the account name, follow these steps:
1. Click the edit button 
.
2. Click the Name field.
3. Enter the new account name.
4. Click the checkmark icon 
in the upper-right corner to save the changes.
The updated name will be reflected across the platform.
5 STEPS
1. To create or update the account name, follow these steps.
2. First, click the Edit button.
3. Next, click the Name field and enter the new account name.
4. Then, click the checkmark icon in the upper-right corner to save your changes.
5. Once saved, the updated account name will be reflected across the platform.
Here's an interactive tutorial
https://www.iorad.com/player/2676816/general-settings---how-to-create-or-update-the-account-name?iframeHash=trysteps-1&lang=en
how to modify the subdomain
The subdomain cannot be modified from the General Settings tab. This field is informational.
how to set a main and secondary language
To configure the account languages, follow these steps:
1. Click the edit button .
2. Click the Main Language dropdown.
3. Select a language.
4. Click the checkmark iconin the upper-right corner to save the changes.
To set a secondary language, repeat the same steps in the secondary language field.
When language settings are updated, the change affects the user interface across the platform.
7 STEPS
1. To configure the account languages, follow these steps.
2. First, click the Edit button.
3. Next, click the Main Language dropdown.
4. Select the language you want to use.
5. Then, click the checkmark icon in the upper-right corner to save your changes.
6. To set a secondary language, repeat the same steps using the Secondary Language field.
7. Once updated, the selected languages will apply to the user interface across the platform.
Here's an interactive tutorial
https://www.iorad.com/player/2676933/general-settings----how-to-set-a-main-and-secondary-language?iframeHash=watchsteps-1&lang=en
how to set a currency
To update the account currency, follow these steps:
1. Click the edit button .
2. Click the Currency dropdown.
3. Select a currency.
4. Click the checkmark icon in the upper-right corner to save the changes.
The selected currency determines how monetary values are displayed throughout the platform.
6 STEPS
1. To set the account currency, follow these steps.
2. First, click the Edit button.
3. Next, click the Currency dropdown.
4. Select the currency you want to use.
5. Then, click the checkmark icon in the upper-right corner to save your changes.
6. The selected currency determines how monetary values are displayed throughout the platform.
Here's an interactive tutorial
https://www.iorad.com/player/2676962/general-settings---how-to-set-a-currency?iframeHash=watchsteps-1&lang=en
system preferences tab
The system preferences tab controls whether users can update their own profile information. Changes in this tab are saved automatically.
how to allow external users to update their profile
To allow external users to update their profile information, follow these steps:
1. Click the SYSTEM PREFERENCES tab.
2. Locate Allow external users to update their profile.
3. Enable the toggle
- Blue = Active
- Grey = Inactive
When enabled, external users (clients or third parties) can update their contact details, avatar, and preferences.
4 STEPS
1. To allow external users to update their profile information, follow these steps.
First, click the SYSTEM PREFERENCES tab.
2. Next, locate Allow external users to update their profile.
3. Then, enable the toggle. When the toggle is blue, the setting is active.
When it’s grey, the setting is inactive.
4. Once enabled, external users—such as clients or third parties—can update their contact details, avatar, and preferences.
Here's an interactive tutorial
https://www.iorad.com/player/2676972/general-settings---how-to-allow-external-users-to-update-their-profile?iframeHash=watchsteps-1&lang=en
how to allow internal users to update their profile
To allow internal users to update their profile information, follow these steps:
1. Click the SYSTEM PREFERENCES tab.
2. Locate Allow internal users to update their profile.
3. Enable the toggle
- Blue = Active
- Grey = Inactive
When enabled, internal users can manage their own profile information. When disabled, profile updates must be handled by an admin.
4 STEPS
1. To allow internal users to update their profile information, follow these steps.
First, click the SYSTEM PREFERENCES tab.
2. Next, locate Allow internal users to update their profile.
3. Then, enable the toggle. When the toggle is blue, the setting is active.
When it’s grey, the setting is inactive.
4. When enabled, internal users can manage their own profile information; otherwise, profile updates must be handled by an admin.
Here's an interactive tutorial
https://www.iorad.com/player/2677044/general-settings----how-to-allow-internal-users-to-update-their-profile?iframeHash=watchsteps-1&lang=en
