Overview
Settings is the starting point for account, notification, and selected-client workflow controls. Employees also see Automations for internal client workflows and can use the profile menu to enter a client view when a deal context is available.
How to use this page
Open Settings
Anyone can open Settings from the profile menu. Employees can also open it from Platform > Settings. Client users see their account, notification, and meeting destinations. Employees also see the internal Automations destination.
Review the available destinations
Review Profile and appearance, Notifications, Meeting settings, and, for employees, Automations. Each card explains what it controls and opens the related page.
Open Profile and appearance
Choose Profile and appearance to update your name, email, password, and color theme on the General Settings page.
Open Notifications
Choose Notifications to manage individual update types and their available delivery channels. Use Back to Settings there to return to this hub.
Switch to a client view (employees)
Open the profile menu at the bottom of the left sidebar. When SalesHive has resolved a current deal, including the default deal when no client has been selected, choose View as Client. SalesHive reloads in the selected client's view. Client accounts do not see this employee-only option.
Open Automations (employees)
Choose Automations to build, safely test, activate, pause, and audit selected-client workflows. Client users do not see this employee-only card.
What the buttons do
- Profile and appearance
- Opens General Settings for account details, password, and theme controls.
- Notifications
- Opens the notification preferences page.
- View as Client (profile menu)
- For employees with a resolved deal, reloads SalesHive in that client's view. If no client is selected, it uses the server-resolved default deal. Client accounts do not see this option.
- Automations
- For employees, opens the selected-client workflow studio. Client users do not see this card.