Users and Contact Settings - Overview

Learn about the settings that control parts of users and contacts

Updated on February 21st, 2024

The table below provides an overview of the site admin settings that control the behavior of user and contact cards.

Click the blue links on the left to access full instructions for each setting.

Custom Fields Set up extra fields for recording additional information on user and contact cards.
Positions Set up positions that may be assigned to users and client and supplier contacts.
Default User Note Restrictions Set the defaults for who has access to user notes.