See all articles: System Settings

The 'Settings' page in Copper gives you the keys to the account. Your access will depend on your role:

  • Account Owner - Can access every setting, including 'Billing and 'Invoices'
  • System Admin - Can access every setting except 'Billing' and 'Invoices'
  • Company User - Has limited access

For your ease of use, we have ever account setting documented below:

Preferences

Working with the 'Company Preferences' and 'My Preferences' settings

Working with 'Currency Settings'

Working with 'Email Settings'

Working with the 'Notifications' setting

Working with the 'Google Sync Settings'

Working with the 'API Keys' setting

Manage Users

Working with the 'Company Users' setting

Working with the 'Teams & Visibility Permissions' setting

Customize Copper

Working with the 'Pipelines' setting

Working with the 'Goals' setting

Working with Record Types

Working with 'Field Settings'

Working with the 'Contact Types' setting

Working with the 'Activity Types' setting

Working with the 'Sources' setting

Working with the 'Loss Reasons' setting

Working with the 'Integrations' setting

Working with the 'Lead Management' setting

Working with the 'Tag Management' setting

Working with the 'Automated Actions' setting

Data Management

Working with the 'Import Data' settings

Working with the 'Export Data' settings

Account

Working with the 'Billing' setting

Working with the 'Invoices' setting

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