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We’ve reorganized your settings

Details on recent Copper Settings updates affecting users, permissions, customization, pipelines, and currency.

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Written by Marketing
Updated this week

We’ve made some updates to how Settings are organized in Copper.

The goal? Clearer labels, better grouping, and fewer “wait… where did that go?” moments. Nothing about how your account works has changed — this update is all about structure and naming, not behavior.

Your Settings in Copper have been reorganized to improve clarity. Here’s how the new layout works.

What's changed (at a glance)

  • Some settings sections were renamed to better reflect what they control

  • A few pages were moved into more logical groups

  • Navigation labels now more closely match the page titles you land on

Key updates you’ll notice

Users & permissions

  • Account Settings is now called Users

  • Teams, Visibility & Permissions now lives under Users

  • The page title has been updated to match: Teams, Visibility & Permissions

This makes it clearer where to manage people, teams, and access.

Customization settings

  • Customize is now called Customization

  • Workspace Settings in the left nav has also been renamed to Customization

  • Currency now lives under Customization (and is the default landing page)

  • All Customization settings are now alphabetized for easier scanning

Clearer names across settings

We’ve updated several labels to be more direct and consistent, including:

  • Fields on Records

  • Activity Types

  • Tags

  • Record Types

  • Lead Management

  • Pipelines & Stages

These changes help ensure the name you click matches what you see on the page.

What hasn't changed

  • No settings were removed

  • No permissions or functionality were altered

  • Your data and configuration are exactly the same

This is a reorganization only — just a cleaner, easier way to get around.


Need help finding something?

If you’re not sure where a setting moved to, try browsing Users or Customization, or reach out to our support team using the in-app chat, we’re happy to help point you in the right direction.

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