Overview
General Settings is your own account page. It shows who you are signed in as and your account type at a glance, and lets you set the apps color theme for this browser. Client portal accounts can update the displayed name. Sign-in is protected with a one-time email code, so there is no password to create, change, or reset. SalesHive employees manage their profile through SalesHive sign-in, so only the Appearance control shows here.
How to use this page
Review your account at a glance
The overview band at the top shows the email you are signed in as, your account type (client portal account or SalesHive employee account), and your current theme. Use it to confirm you are in the right account before making changes.
Update your profile (client portal only)
If you sign in through the client portal, edit the name shown with your access and click Save profile. Your sign-in email is displayed but cannot be changed here. Contact your account manager if it needs to change.
Set the appearance
In the Appearance card, choose Light, Dark, or System. System follows your operating system's setting and shows which mode it currently resolves to. The choice is saved in this browser only and stays in sync with the theme toggle in the top bar.
Understand secure sign-in (client portal only)
Client portal sign-in uses a one-time code sent to your email when you sign in from a new browser. No password is required. The Secure sign-in card confirms that email-code protection is enabled.
What the buttons do
- Save profile
- Saves your name and email. Client portal accounts only.
- Light / Dark / System
- Sets the app color scheme for this browser. System follows your OS preference.
- Secure sign-in
- Client portal accounts use a one-time email code instead of a password.