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Navigating Settings

Learn how to open the Settings area and explore the available configuration tabs in Blank CRM.

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Prerequisites

  • You must be logged in to your Blank CRM account
1

Open Settings

In your browser, navigate to Dashboard > Settings, or go directly to /dashboard/settings. The page will load and display the Settings heading, confirming you are in the right place.
2

Explore the available tabs

Once the Settings page has loaded, you will see a row of tabs at the top of the content area. Click any of the following tabs to access the corresponding configuration section:
  • General — manage general application preferences
  • Email — configure email integration and notification settings
  • SLA — define service-level agreement rules and thresholds
  • Views — customize how records and lists are displayed
  • Roles — manage user roles and permissions
Click each tab to switch between sections. Your changes within a section take effect as described within that section.
Not all tabs may be visible depending on your user role and the features enabled for your account. If a tab you expect to see is missing, contact your system administrator.
Start with the General tab if you are configuring Blank CRM for the first time, as it contains foundational settings that affect the rest of the application.