Find out how to set your sales model, default language, fiscal year, and region.
Account Settings is where you can customise Upsales to suit your business, goals, and ways of working.
This article covers:
How to open Account Settings
- Click Settings → Account → Account Settings:
How to set translations
Some standard fields in Upsales can be translated for users with different account language settings.
- Scroll to Default language
- Click the Default language dropdown to select the language you use most often:
- You can also add translations to fields for your users. Click Add language
- Select the languages you would like to add translations to
- Click Save:
You will then see what fields are missing translations.
In this case, German is missing translations for Salutation.
- Click the label under Missing translation to add the translation.
- You will see a screen with the default value for the translation.
- Add the translation and click Save
How to set fiscal years
Scroll to Fiscal year and click the Activate fiscal year toggle to choose the month and year:
More about fiscal years in Upsales
How to set session times
Scroll to Session time and click the dropdown to choose how long before inactive users get locked out:
How to set a region
This gives you a more localised Upsales experience, for example when choosing apps.
Scroll down to the end of the page and click the dropdown to choose the region: