Manage Your Account

You can go to the Manage Your Account area of your database to perform a lot of the customization that is possible with your database. To access, click Manage Your Account from the menu under your name in your Top Right Menu bar:


You'll then see the below: 



Below are links to working with all of the options you see here:


Change Site Preferences

Manage Integrations

Manage Team Notices

Manage Web Links

Email Management:

Manage Broadcast Emails

Manage Templates:

Automation Templates

Custom Export Templates

Activity Templates

Email Templates

Mail Merge Templates

Note Templates

Workflow Templates

Manage Files:


Admins Only (these options are only available to admin users of the database):

Database Backups

Manage Database Lists

Manage Database Users & Teams

Membership Options

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