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 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
- Creating Custom Fields
- Choosing your Required Fields
- Working with Connect Fields
- Working with Admin Read-Only Fields
- Working with Multi-Select Custom Fields
- Customizing Opportunities with Pipeline-Specific Fields
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 Zapier integration
- Working with the Google Drive integration
- Working with the DropBox integration
- Working with the MailChimp integration
- FAQs: The MailChimp Integration
- Working with the Slack integration
Working with the 'Lead Management' setting
Working with the 'Tag Management' setting
Working with the Workflow Automation
Data Management
Working with the 'Import Data' settings
Working with the 'Export Data' settings